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MFS Intermediate Income Trust
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Overview Fund Activity

70 hedge funds and large institutions have $170M invested in MFS Intermediate Income Trust in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$52.3M
2
Morgan Stanley
Morgan Stanley
New York
$5.62M
3
PAG
Private Advisor Group
New Jersey
$230K
4
AA
Ancora Advisors
Ohio
$2.02M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$637K

Top Sellers

1
KIM
Karpus Investment Management
New York
$16M
2
RVPG
Relative Value Partners Group
$15.3M
3
Wells Fargo
Wells Fargo
California
$41.7M
4
SRC
Shufro Rose & Co
New York
$600K
5
1CP
1607 Capital Partners
Virginia
$9.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
26
Pineno Levin & Ford Asset Management
Virginia
$221K – – –
Stifel Financial
27
Stifel Financial
Missouri
$195K -$1.21K -285 -0.6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$170K -$935 -219 -0.5%
PMG
29
ProVise Management Group
Florida
$163K +$8.59K +2,000 +6%
SMC
30
Smith, Moore & Co
Missouri
$144K +$47.5K +11,100 +49%
LCM
31
Landscape Capital Management
New Jersey
$143K -$76.7K -17,894 -35%
DA
32
Doliver Advisors
Texas
$141K -$381K -89,215 -73%
GIP
33
Greatmark Investment Partners
Georgia
$136K – – –
LPL Financial
34
LPL Financial
California
$125K +$20.6K +4,789 +20%
Millennium Management
35
Millennium Management
New York
$101K +$27.9K +6,541 +38%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$97K +$3.82K +894 +4%
BAM
37
Brave Asset Management
New Jersey
$91K +$12K +2,800 +15%
Ameriprise
38
Ameriprise
Minnesota
$89K +$89K +20,869 New
William Blair & Company
39
William Blair & Company
Illinois
$86K +$86K +20,155 New
AG
40
Advisor Group
Arizona
$82K -$14.1K -3,291 -15%
SSWM
41
Smith Salley Wealth Management
North Carolina
$78K – – –
OC
42
Oppenheimer & Co
New York
$75K -$181K -42,400 -71%
AFNAS
43
American Financial Network Advisory Services
California
$72K +$72K +16,714 New
UCFA
44
United Capital Financial Advisors
Texas
$71K – – –
PTC
45
Philadelphia Trust Company
Pennsylvania
$69K – – –
FAAS
46
First Allied Advisory Services
California
$67K +$2.44K +566 +4%
OIA
47
Optimum Investment Advisors
Illinois
$64K +$1.42K +332 +2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$63K +$2.13K +500 +3%
MMG
49
Monetary Management Group
Missouri
$53K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$51K +$42.5K +10,000 +500%
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