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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$11.3M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.7M
3
RVPG
Relative Value Partners Group
+$2.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$403K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$390K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$598K
2
Morgan Stanley
Morgan Stanley
New York
-$564K
3
LPL Financial
LPL Financial
California
-$538K
4
AG
Advisor Group
Arizona
-$504K
5
Wells Fargo
Wells Fargo
California
-$501K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$300K +$151K +35,055 +102%
PLFAM
27
Pineno Levin & Ford Asset Management
Virginia
$222K -$22.8K -5,300 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$220K +$102K +23,760 +87%
OC
29
Oppenheimer & Co
New York
$198K -$23.7K -5,500 -11%
Stifel Financial
30
Stifel Financial
Missouri
$195K – – –
PMG
31
ProVise Management Group
Florida
$161K -$3.81K -880 -2%
Creative Planning
32
Creative Planning
Kansas
$145K +$35.9K +8,300 +33%
GIP
33
Greatmark Investment Partners
Georgia
$137K – – –
WAM
34
Wolverine Asset Management
Illinois
$119K +$119K +27,709 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$113K +$884 +205 +0.8%
AG
36
Advisor Group
Arizona
$108K -$504K -117,105 -82%
Mariner
37
Mariner
Kansas
$103K -$25.1K -5,827 -20%
PR
38
Payden & Rygel
California
$86K – – –
CWM
39
Concert Wealth Management
California
$86K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$83K +$23.4K +5,401 +39%
BAM
41
Brave Asset Management
New Jersey
$80K -$25.1K -5,800 -24%
SMC
42
Smith, Moore & Co
Missouri
$79K – – –
SSWM
43
Smith Salley Wealth Management
North Carolina
$79K +$79K +18,325 New
UCFA
44
United Capital Financial Advisors
Texas
$72K -$7.77K -1,800 -10%
PTC
45
Philadelphia Trust Company
Pennsylvania
$69K – – –
FAAS
46
First Allied Advisory Services
California
$65K – – –
OIA
47
Optimum Investment Advisors
Illinois
$62K +$1.39K +320 +2%
SFM
48
Signet Financial Management
New Jersey
$60K – – –
MMG
49
Monetary Management Group
Missouri
$53K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$51K – – –
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