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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $174M invested in MFS Intermediate Income Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.31M
2
Wells Fargo
Wells Fargo
California
+$1.25M
3
1CP
1607 Capital Partners
Virginia
+$1.1M
4
LPL Financial
LPL Financial
California
+$1.09M
5
KIM
Karpus Investment Management
New York
+$646K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$1.66M
2
SRC
Shufro Rose & Co
New York
-$657K
3
FIMG
Financial & Investment Management Group
Michigan
-$490K
4
HighTower Advisors
HighTower Advisors
Illinois
-$418K
5
Morgan Stanley
Morgan Stanley
New York
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
26
Yellowstone Partners
Idaho
$283K -$4.09K -886 -1%
TCM
27
Texan Capital Management
Texas
$256K – – –
PLFAM
28
Pineno Levin & Ford Asset Management
Virginia
$240K -$4.62K -1,000 -2%
SFS
29
Shaker Financial Services
Virginia
$223K +$223K +48,348 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$215K +$6.14K +1,330 +3%
PMG
31
ProVise Management Group
Florida
$213K +$7.39K +1,600 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$165K +$713 +155 +0.4%
GIP
33
Greatmark Investment Partners
Georgia
$164K -$54.6K -11,849 -25%
ACM
34
Avalon Capital Management
California
$161K – – –
VKH
35
Virtu KCG Holdings
New York
$146K -$6.22K -1,351 -4%
WS
36
Wedbush Securities
California
$141K +$6.46K +1,398 +5%
Mariner
37
Mariner
Kansas
$137K -$5 -1 -0%
Deutsche Bank
38
Deutsche Bank
Germany
$125K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$120K +$23 +5 +0%
HW
40
Hedeker Wealth
Illinois
$117K +$117K +25,530 New
Creative Planning
41
Creative Planning
Kansas
$116K – – –
BAM
42
Brave Asset Management
New Jersey
$112K -$36.9K -8,000 -25%
CWM
43
Concert Wealth Management
California
$102K +$13K +2,819 +15%
Stifel Financial
44
Stifel Financial
Missouri
$97K +$6.91K +1,500 +8%
PR
45
Payden & Rygel
California
$92K – – –
UCFA
46
United Capital Financial Advisors
Texas
$92K – – –
SMC
47
Smith, Moore & Co
Missouri
$84K – – –
OC
48
Oppenheimer & Co
New York
$81K +$81K +17,500 New
PTC
49
Philadelphia Trust Company
Pennsylvania
$75K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$66K -$20.6K -4,450 -24%
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