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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/MTRBX

MTRBX

MTRBX 13F Filing Data & Analysis

Mfs Total Return Fund-b

+$0.0

Net Activity

Institutions Holding

1

Popularity Rank

#15731

Avg Weight

0.02%

Total Value

$27.0K

Data as ofDec 2013

Ownership Trend

1 institutions currently hold MTRBX, with 0 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q4 2013)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

IT
Indiana Trust & Investment Management Co
$27.0K

Top 5 by Conviction

IT
Indiana Trust & Investment Management Co
0.02%
View all 1 holding institutions

Notable Holders

MTRBX ranks #15731 out of 31326 tracked stocks by institutional interest — a comparatively under-the-radar name outside the most closely tracked half.

1 institutions disclose a position in MTRBX, but none treat it as a major bet — even Indiana Trust & Investment Management Co, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$27.0K

Total Sell Value

New buy0
Trim1
Add0
Sold out0

0

Net Buyers

1

Net Sellers

Smart Money Convergence

MTRBX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2013-12-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MTRBX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

552981409

FAQ

Who are the top institutional investors holding MFS TOTAL RETURN FUND-B (MTRBX)?
Major stakeholders currently include Indiana Trust & Investment Management Co ($27.0K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in MTRBX.
What is the overall institutional sentiment toward MTRBX recently?
Institutional sentiment appears Neutral. During the most recent reporting quarter, the stock experienced a flat net capital flow.
Which institutions have been selling or reducing their MTRBX positions?
In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $27.0K.
Are there any notable investors adding MTRBX to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in MTRBX during the last reporting period.

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Developer Access

Access MTRBX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/MTRBX

CLI

npx alphasmo stocks get MTRBX
Full API & MCP documentation →