Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Mun Income Tr (MFM)

84 + Investors. Track Smart Money conviction in MFM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — MFM

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MFM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
84 funds currently hold this stock — 91% of the 3.0-year high of 92 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MFM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

39 buying36 selling
Last quarter: 39 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 16 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
52 out of 84 hedge funds have held MFM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

10 → 11 → 12 → 16 → 8 new funds/Q
New funds entering each quarter: 11 → 12 → 16 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 84 holders: 56 (67%) are 2+ year veterans, 10 entered 1–2 years ago, and 18 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
14 of 84 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MFM

In 2026 Q1, 39 hedge funds were net buyers of MFM (8 opened a new position, 31 added to an existing one), while 36 reduced or exited (20 trimmed, 16 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 27% of total institutional value in MFM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 84.

Hedge Fund Ownership: MFM

How many hedge funds hold MFM — quarterly history vs. share price
Quarterly hedge fund ownership of MFM vs. share price

Market Analysis: MFM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mfs Mun Income Tr (MFM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MFM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
MFM
+1.7%
XLF
+1220.3%

MFM outperformed XLF by -1218.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MFM
+1.6%
XLF
+4.8%

Since the filing became public, MFM outperformed XLF by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MFM
84 + Investors

Track Smart Money conviction in MFM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 92 -8.7%
13F Shares 18M 19M -2.82%
Total Value $93M $101M -7.9%
New Positions 8 16 -8
Increased Positions 31 35 -4
Closed Positions 16 7 +9
Reduced Positions 20 21 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFM

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Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MFM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 1.51% 275,256 $1.5M
2 Logan Stone Capital, LLC 0.50% 330,893 $1.8M
3 Melfa Wealth Management, INC. 0.47% 151,674 $818K
4 Robinson Capital Management, LLC 0.40% 179,173 $964K
5 Balanced Wealth Group LLC 0.38% 195,055 $1.1M
6 Rivernorth Capital Management, LLC 0.24% 908,050 $4.9M
7 Catalina Capital Group, LLC 0.23% 70,125 $378K
8 Hennion & Walsh Asset Management, Inc. 0.15% 799,759 $4.3M
9 Advisors Asset Management, Inc. 0.11% 1,272,897 $6.9M
10 Thomas J. Herzfeld Advisors, Inc. 0.11% 61,837 $333K
11 Pathstone Holdings, LLC 0.10% 4,825,845 $26.0M
12 Integrated Capital Management, INC. 0.08% 21,432 $116K
13 Mackay Shields LLC 0.07% 333,155 $1.8M
14 Tyche Wealth Partners LLC 0.06% 77,263 $416K
15 Matisse Capital 0.06% 27,412 $148K
16 Ackerman Capital Advisors, LLC 0.05% 45,156 $243K
17 Bridgewater Advisors Inc. 0.04% 127,250 $696K
18 Saba Capital Management, L.P. 0.04% 265,800 $1.4M
19 Guggenheim Capital LLC 0.03% 832,399 $4.5M
20 Aviance Capital Partners, LLC 0.03% 47,466 $256K
21 Blue Bell Private Wealth Management, LLC 0.03% 38,571 $208K
22 Riverbridge Partners LLC 0.02% 181,261 $977K
23 Rothschild Investment LLC 0.01% 53,000 $286K
24 Activest Wealth Management 0.01% 14,816 $80K
25 Silverlake Wealth Management LLC 0.01% 10,347 $56K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mfs Mun Income Tr (MFM)

What does the Smart Money Trend signal show for MFM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MFM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MFM?

Slight buying edge — 52% buying: Last quarter: 39 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MFM holders?

Strong quality — 27% AUM from major funds: 14 of 84 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MFM?

62% of holders stayed for 2+ years: 52 out of 84 hedge funds have held MFM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mfs Mun Income Tr (MFM) following the 2026 Q1 hedge fund 13F filings?

As of today, MFM has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), MFM has gained +1.7% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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