Who Owns MFM?
MFS Municipal Income Trust Shares of Beneficial Interest — Institutional Ownership & 13F Holdings
$5.39
+0.00 (+0.00%)
Market Cap
$228.8M
Shares Outstanding
41,187,631
Institutional Holders
84
Total Inst. Value
$556.7M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
19
Closed Positions
9
Increased
31
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $488.6M | 92,187 |
| 2 | BANK OF AMERICA CORP /DE/ | $10.3M | 1,939,718 |
| 3 | UBS Group AG | $5.6M | 1,055,563 |
| 4 | GUGGENHEIM CAPITAL LLC | $4.6M | 872,195 |
| 5 | Hennion & Walsh Asset Management, Inc. | $4.6M | 871,007 |
| 6 | Anderson Financial Strategies, LLC | $4.2M | 794,684 |
| 7 | Advisors Asset Management, Inc. | $4.1M | 766,179 |
| 8 | Saba Capital Management, L.P. | $3.6M | 683,746 |
| 9 | Janney Montgomery Scott LLCNew | $3.3M | 626,431 |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.3M | 620,908 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +44K | $10.3M |
| GUGGENHEIM CAPITAL LLC | +217K | $4.6M |
| Janney Montgomery Scott LLCNew | +626K | $3.3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +527K | $3.3M |
| Thomas J. Herzfeld Advisors, Inc. | +62K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -128K | $5.6M |
| Advisors Asset Management, Inc. | -109K | $4.1M |
| MORGAN STANLEY | -45K | $937K |
| Creative Planning | -39K | $970K |
| Cambridge Investment Research Advisors, Inc. | -26K | $223K |
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Frequently Asked Questions
How many institutional investors hold MFM?
As of Q1 2025, 84 institutional investors report holding MFM (MFS Municipal Income Trust Shares of Beneficial Interest) in their 13F filings.
Which hedge fund owns the most MFM?
The largest institutional holder of MFM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $488.6M in shares.
Are institutions buying or selling MFM?
This quarter, 19 institutions opened new positions in MFM and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.