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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.3M
2
1CP
1607 Capital Partners
Virginia
$10.7M
3
SIA
Sit Investment Associates
Minnesota
$36.6M
4
SRC
Shufro Rose & Co
New York
$582K
5
LCM
Landscape Capital Management
New Jersey
$724K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
2
LCM
Laurion Capital Management
New York
$0
3
KIM
Karpus Investment Management
New York
$26.4M
4
RVPG
Relative Value Partners Group
$14.4M
5
LPL Financial
LPL Financial
California
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$230K +$230K +51,695 New
OC
27
Oppenheimer & Co
New York
$228K +$8.85K +2,000 +4%
Stifel Financial
28
Stifel Financial
Missouri
$204K +$3.08K +690 +2%
PMG
29
ProVise Management Group
Florida
$169K -$8.87K -2,000 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$153K -$5.79K -1,305 -4%
GIP
31
Greatmark Investment Partners
Georgia
$141K – – –
Mariner
32
Mariner
Kansas
$132K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$121K -$83.5K -18,802 -41%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$115K +$18 +4 +0%
Creative Planning
35
Creative Planning
Kansas
$112K – – –
BAM
36
Brave Asset Management
New Jersey
$108K – – –
PR
37
Payden & Rygel
California
$89K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$89K +$89K +20,019 New
CWM
39
Concert Wealth Management
California
$86K – – –
Squarepoint
40
Squarepoint
New York
$84K +$84K +18,900 New
UCFA
41
United Capital Financial Advisors
Texas
$82K -$7.01K -1,580 -8%
SMC
42
Smith, Moore & Co
Missouri
$81K – – –
PTC
43
Philadelphia Trust Company
Pennsylvania
$71K – – –
FAAS
44
First Allied Advisory Services
California
$67K +$67K +15,000 New
SFM
45
Signet Financial Management
New Jersey
$62K – – –
OIA
46
Optimum Investment Advisors
Illinois
$62K +$1.42K +321 +2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$61K +$4.23K +955 +7%
MMG
48
Monetary Management Group
Missouri
$55K -$4.47K -1,000 -8%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$53K -$45.2K -10,000 -46%
Jane Street
50
Jane Street
New York
$50K +$50K +11,261 New
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