Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MFS GOVT MKTS INCOME TR (MGF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
56%

Smart Money Signals — MGF

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MGF 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 — 88% of 3.0Y peak

88% of all-time peak
42 funds currently hold this stock — 88% of the 3.0-year high of 48 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold MGF compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

20 buying16 selling
Last quarter: 20 funds bought or added vs 16 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 12% medium ■ 21% new
28 out of 42 hedge funds have held MGF 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.
💎

Buying through price weakness — shares +12%, value -44%

Value
-44%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

2 → 5 → 10 → 9 → 5 new funds/Q
New funds entering each quarter: 5 → 10 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 7% 1-2yr ■ 26% new
Of 42 current holders: 28 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
9 of 42 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — MGF

In 2026 Q1, 20 hedge funds were net buyers of MGF (5 opened a new position, 15 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: MGF

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

Market Analysis: MGF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGF

-- --

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

Is It Too Late to Buy MFS GOVT MKTS INCOME TR (MGF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MGF 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 · 59d ago
MGF
+90.6%
XLF
+3.8%

MGF outperformed XLF by +86.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
MGF
-0.7%
XLF
+0.3%

Since the filing became public, MGF outperformed XLF by -1.0% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MGF
42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 45 -6.67%
13F Shares 19M 17M 12.47%
Total Value $28M $51M -44.42%
New Positions 5 9 -4
Increased Positions 15 12 +3
Closed Positions 8 12 -4
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

42 + investors

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

QUARTER:
Top 25 institutional holders of MGF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIT INVESTMENT ASSOCIATES INC 0.54% 9,130,038 $27K
2 1607 Capital Partners, LLC 0.48% 2,278,737 $6.7M
3 DECISION INVESTMENTS, INC 0.30% 89,500 $263K
4 Karpus Management, Inc. 0.16% 1,744,159 $5.1M
5 Fortitude Advisory Group L.L.C. 0.11% 83,929 $247K
6 Summit Financial, LLC 0.05% 1,263,163 $3.7M
7 TrueMark Investments, LLC 0.03% 60,618 $178K
8 Private Advisor Group, LLC 0.02% 1,425,641 $4.2M
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% 87,515 $257K
10 Ameritas Advisory Services, LLC 0.01% 96,571 $284K
11 TMB Capital Partners, LLC 0.01% 10,000 $29K
12 CHAPIN DAVIS, INC. 0.01% 13,049 $38K
13 Dynamic Advisor Solutions LLC 0.01% 90,082 $265K
14 Carnegie Investment Counsel 0.01% 136,000 $400K
15 Allspring Global Investments Holdings, LLC 0.01% 1,166,824 $3.4M
16 Csenge Advisory Group 0.01% 41,828 $123K
17 NewEdge Advisors, LLC 0.00% 107,200 $107K
18 WEDBUSH SECURITIES INC 0.00% 48,248 —
19 Global Wealth Strategies & Associates 0.00% 2,136 $6K
20 MML INVESTORS SERVICES, LLC 0.00% 115,171 $339K
21 Cambridge Investment Research Advisors, Inc. 0.00% 118,319 —
22 BENJAMIN EDWARDS INC 0.00% 24,966 $73K
23 OPPENHEIMER & CO INC 0.00% 19,222 $57K
24 Farther Finance Advisors, LLC 0.00% 12,039 $35K
25 RAYMOND JAMES FINANCIAL INC 0.00% 312,063 $917K
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 GOVT MKTS INCOME TR (MGF)

What does the Smart Money Trend signal show for MGF?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MGF 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 MGF?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 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 MGF holders?

Smaller funds dominant — 5% AUM from top-100: 9 of 42 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MGF?

67% of holders stayed for 2+ years: 28 out of 42 hedge funds have held MGF 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 GOVT MKTS INCOME TR (MGF) following the 2026 Q1 hedge fund 13F filings?

As of today, MGF has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the XLF sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), MGF has gained +90.6% vs +3.8% 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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