MFS MUNICIPAL INCOME TRUST (MFM) Institutional Ownership Changes & 13F Activity
MFS MUNICIPAL INCOME TRUST (MFM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Almitas Capital Llc, Saba Capital Management, L.P., Rivernorth Capital Management, Llc, Whitebox Advisors Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +1,300 | +7.9% | 17,689 | $99.41K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +41,345 | — | 41,345 | $232.36K | Q2 2026 | Sep 02, 2026 |
| 1607 Capital Partners, Llc | Buy | +13,627 | — | 13,627 | $76.58K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +14,447 | — | 14,447 | $81.19K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +26,305 | — | 26,305 | $147.84K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +878,531 | — | 878,531 | $4.94M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +21,916 | +53.7% | 62,728 | $352.53K | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Buy | +758,143 | +285.2% | 1,023,943 | $5.75M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +601,827 | +66.3% | 1,509,877 | $8.49M | Q2 2026 | Aug 14, 2026 |
| Whitebox Advisors Llc | Buy | +575,062 | — | 575,062 | $3.23M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +567,834 | +35.4% | 2,173,502 | $12.22M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +455,662 | — | 455,662 | $2.56M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +337,358 | +86.1% | 728,998 | $4.10M | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, Llp | Buy | +230,382 | — | 230,382 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +226,142 | +131.1% | 398,602 | $2.24M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +141,399 | +67.6% | 350,691 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +135,376 | +134.9% | 235,722 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +99,726 | — | 99,726 | $560.46K | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Sell | -73,895 | -22.3% | 256,998 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -60,105 | -4.7% | 1,212,792 | $6.82M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +42,467 | — | 42,467 | $238.66K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +31,676 | — | 31,676 | $178.02K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +21,244 | +16.6% | 149,453 | $840.00K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +20,000 | — | 20,000 | $112.40K | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +15,773 | — | 15,773 | $88.64K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -12,000 | -7.1% | 158,000 | $888.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +11,554 | — | 11,554 | $64.93K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +9,560 | +2148.3% | 10,005 | $56.23K | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | Buy | +7,005 | — | 7,005 | $39.37K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +6,777 | +20.0% | 40,583 | $228.08K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about MFM activity
Which institutional owners are buying MFM?
Institutional owners buying MFM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MFM activity?
"Buy" means an investor increased their reported position in MFM compared to the prior reporting period. This reflects growing exposure to MFS MUNICIPAL INCOME TRUST (MFM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MFM increasing?
Institutional interest in MFM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MFM Institutional Insights
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