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MFS Intermediate Income Trust
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Overview Fund Activity

74 hedge funds and large institutions have $161M invested in MFS Intermediate Income Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
$3.62M
2
Bank of America
Bank of America
North Carolina
$4.47M
3
Invesco
Invesco
Georgia
$5.46M
4
UBS Group
UBS Group
Switzerland
$2.11M
5
Morgan Stanley
Morgan Stanley
New York
$5.81M

Top Sellers

1
RVPG
Relative Value Partners Group
$15.2M
2
KIM
Karpus Investment Management
New York
$29.4M
3
SIA
Sit Investment Associates
Minnesota
$36.3M
4
SRC
Shufro Rose & Co
New York
$653K
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
26
Pineno Levin & Ford Asset Management
Virginia
$258K +$22.6K +5,000 +10%
OC
27
Oppenheimer & Co
New York
$225K +$145K +32,000 +183%
BRWA
28
B. Riley Wealth Advisors
Florida
$221K -$7.91K -4,714 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$209K -$12.7K -2,792 -6%
Stifel Financial
30
Stifel Financial
Missouri
$203K +$115K +25,500 +130%
PMG
31
ProVise Management Group
Florida
$181K -$9.03K -2,000 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$162K -$1.15K -255 -0.7%
ACM
33
Avalon Capital Management
California
$159K – – –
GIP
34
Greatmark Investment Partners
Georgia
$144K -$17.2K -3,800 -11%
Mariner
35
Mariner
Kansas
$135K – – –
WS
36
Wedbush Securities
California
$128K -$10.2K -2,260 -7%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$118K +$23 +5 +0%
Creative Planning
38
Creative Planning
Kansas
$114K +$9.04K +2,000 +9%
BAM
39
Brave Asset Management
New Jersey
$110K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$102K +$32.8K +7,190 +47%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$99K -$6.83K -1,500 -6%
UCFA
42
United Capital Financial Advisors
Texas
$91K -$8.17K -1,800 -8%
PR
43
Payden & Rygel
California
$91K – – –
CWM
44
Concert Wealth Management
California
$88K – – –
SMC
45
Smith, Moore & Co
Missouri
$83K – – –
PTC
46
Philadelphia Trust Company
Pennsylvania
$73K – – –
SFM
47
Signet Financial Management
New Jersey
$63K – – –
OIA
48
Optimum Investment Advisors
Illinois
$62K +$1.39K +307 +2%
MMG
49
Monetary Management Group
Missouri
$60K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$58K +$58K +12,814 New
1
2
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