Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MFS INTER INCOME TR (MIN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — MIN

Based on 85 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
85 funds currently hold this stock — 91% of the 3.0-year high of 93 funds (reached 2024 Q3). 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 MIN is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 63% buying

38 buying22 selling
Last quarter: 38 funds were net buyers (10 opened a brand new position + 28 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 21% medium 13% new
56 out of 85 hedge funds have held MIN 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 +10%, value -47%

Value
-47%
Shares
+9%
Last quarter: funds added +10% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

11 → 9 → 6 → 8 → 10 new funds/Q
New funds entering each quarter: 9 → 6 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 12% 1-2yr 18% new
Of 85 current holders: 60 (71%) 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.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
12 of 85 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — MIN

In 2026 Q1, 38 hedge funds were net buyers of MIN (10 opened a new position, 28 added to an existing one), while 22 reduced or exited (14 trimmed, 8 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in MIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: MIN

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

Market Analysis: MIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MIN

-- --

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

Is It Too Late to Buy MFS INTER INCOME TR (MIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MIN 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
MIN
+96.0%
XLF
+3.8%

MIN outperformed XLF by +92.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
MIN
+0.2%
XLF
+0.3%

Since the filing became public, MIN outperformed XLF by -0.1% .

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
0.5
/ 10
conviction
Hedge Fund Positioning: MIN
85 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 85 83 2.41%
13F Shares 61M 55M 9.87%
Total Value $76M $144M -47.28%
New Positions 10 8 +2
Increased Positions 28 26 +2
Closed Positions 8 7 +1
Reduced Positions 14 16 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MIN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

85 + investors

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

QUARTER:
Top 25 institutional holders of MIN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIT INVESTMENT ASSOCIATES INC 1.55% 30,450,876 $76K
2 1607 Capital Partners, LLC 1.15% 6,334,572 $15.9M
3 DECISION INVESTMENTS, INC 0.47% 163,000 $409K
4 Karpus Management, Inc. 0.41% 5,275,910 $13.2M
5 Shaker Financial Services, LLC 0.31% 356,834 $896K
6 Fortitude Advisory Group L.L.C. 0.26% 227,811 $572K
7 MELFA WEALTH MANAGEMENT, INC. 0.05% 34,133 $86K
8 RHODES INVESTMENT ADVISORS INC /ADV 0.04% 18,700 $49K
9 GatePass Capital, LLC 0.03% 26,000 $65K
10 TWO SIGMA SECURITIES, LLC 0.03% 100,836 $253K
11 Ameritas Advisory Services, LLC 0.03% 268,517 $674K
12 Allspring Global Investments Holdings, LLC 0.02% 4,134,958 $10.4M
13 SMITH, MOORE & CO. 0.02% 91,319 $229K
14 Register Financial Advisors LLC 0.02% 16,408 $41K
15 Advisors Asset Management, Inc. 0.01% 301,802 $758K
16 Equitable Holdings, Inc. 0.01% 728,657 $1.9M
17 Wealth Quarterback LLC 0.01% 10,551 $26K
18 Ethos Financial Group, LLC 0.01% 45,083 $118K
19 Kingsview Wealth Management, LLC 0.01% 234,782 $589K
20 BTG Pactual Asset Management US LLC 0.01% 28,615 $72K
21 BRAVE ASSET MANAGEMENT INC 0.01% 10,000 $25K
22 EVOKE WEALTH, LLC 0.01% 113,000 $284K
23 Commonwealth Financial Services, LLC 0.00% 12,000 $30K
24 Private Advisor Group, LLC 0.00% 347,425 $872K
25 STEPHENS INC /AR/ 0.00% 128,255 $322K
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 INTER INCOME TR (MIN)

What does the Smart Money Trend signal show for MIN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MIN?

More buyers than sellers — 63% buying: Last quarter: 38 funds were net buyers (10 opened a brand new position + 28 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MIN holders?

Strong quality — 30% AUM from major funds: 12 of 85 holders rank in the top 100 by AUM, accounting for 30% 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 MIN?

66% of holders stayed for 2+ years: 56 out of 85 hedge funds have held MIN 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 INTER INCOME TR (MIN) following the 2026 Q1 hedge fund 13F filings?

As of today, MIN has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the XLF sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), MIN has gained +96.0% 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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