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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $166M invested in MFS Intermediate Income Trust in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.57M
2
LPL Financial
LPL Financial
California
+$3.24M
3
SIA
Sit Investment Associates
Minnesota
+$2.38M
4
Bank of America
Bank of America
North Carolina
+$1.22M
5
1CP
1607 Capital Partners
Virginia
+$904K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$6.82M
2
RVPG
Relative Value Partners Group
-$1.95M
3
Morgan Stanley
Morgan Stanley
New York
-$1.43M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$314K
5
PLFAM
Pineno Levin & Ford Asset Management
Virginia
-$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$217K -$7.48K -1,805 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$212K -$314K -75,702 -60%
VF
28
Virtu Financial
New York
$200K +$151K +36,494 +310%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$193K +$27.9K +6,740 +17%
PMG
30
ProVise Management Group
Florida
$157K – – –
SFS
31
Shaker Financial Services
Virginia
$144K +$144K +34,660 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$138K +$43.5K +10,455 +46%
SMC
33
Smith, Moore & Co
Missouri
$130K -$9.32K -2,250 -7%
DA
34
Doliver Advisors
Texas
$119K -$17.9K -4,315 -13%
GIP
35
Greatmark Investment Partners
Georgia
$117K -$14.6K -3,525 -11%
BAM
36
Brave Asset Management
New Jersey
$115K +$26.9K +6,500 +31%
AG
37
Advisor Group
Arizona
$95K +$15K +3,587 +19%
IFWM
38
Institute for Wealth Management
Colorado
$81K +$81K +19,225 New
SSWM
39
Smith Salley Wealth Management
North Carolina
$76K – – –
AFNAS
40
American Financial Network Advisory Services
California
$69K – – –
OC
41
Oppenheimer & Co
New York
$68K -$4.98K -1,200 -7%
PTC
42
Philadelphia Trust Company
Pennsylvania
$67K – – –
FAAS
43
First Allied Advisory Services
California
$65K -$684 -162 -1%
OIA
44
Optimum Investment Advisors
Illinois
$64K +$1.43K +343 +2%
NL
45
NVWM LLC
Pennsylvania
$62K +$62K +15,000 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$55K -$5.87K -1,425 -10%
Stifel Financial
47
Stifel Financial
Missouri
$54K -$134K -32,610 -71%
SWM
48
SeaCrest Wealth Management
New York
$54K +$54K +12,995 New
MMG
49
Monetary Management Group
Missouri
$51K – – –
LNC
50
Lincoln National Corp
Pennsylvania
$50K +$50K +12,160 New
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