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MFS Intermediate Income Trust
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Overview Fund Activity

71 hedge funds and large institutions have $160M invested in MFS Intermediate Income Trust in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$15.1M
2
Wells Fargo
2
Wells Fargo
California
$44.8M
3
1CP
3
1607 Capital Partners
Virginia
$26.1M
4
SRC
4
Shufro Rose & Co
New York
$465K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$529K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$34.1M
2
LPL Financial
2
LPL Financial
California
$790K
3
LCM
3
Laurion Capital Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.62M
5
RVPG
5
Relative Value Partners Group
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
26
Benchmark Capital Advisors
New York
$227K – – –
DAS
27
Dynamic Advisor Solutions
Arizona
$224K -$2.74K -729 -1%
DHFB
28
Dixon Hubard Feinour & Brown
Virginia
$185K – – –
PMG
29
ProVise Management Group
Florida
$139K -$5.08K -1,350 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$139K – – –
SMC
31
Smith, Moore & Co
Missouri
$137K +$15.8K +4,200 +13%
SI
32
Stephens Inc
Arkansas
$131K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$128K +$6.35K +1,691 +5%
Creative Planning
34
Creative Planning
Kansas
$117K +$117K +31,137 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$116K -$42.2K -11,302 -27%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$113K -$11.2K -2,989 -9%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$113K +$20.7K +5,500 +22%
GIP
38
Greatmark Investment Partners
Georgia
$106K – – –
SSWM
39
Smith Salley Wealth Management
North Carolina
$69K – – –
Citigroup
40
Citigroup
New York
$63K +$37K +9,851 +142%
OIA
41
Optimum Investment Advisors
Illinois
$62K +$1.42K +376 +2%
PTC
42
Philadelphia Trust Company
Pennsylvania
$61K – – –
FAAS
43
First Allied Advisory Services
California
$59K -$39 -10 -0.1%
HWM
44
Holloway Wealth Management
Florida
$59K -$31K – –
Citadel Advisors
45
Citadel Advisors
Florida
$55K -$73.8K -19,556 -57%
William Blair & Company
46
William Blair & Company
Illinois
$54K -$5.17K -1,384 -9%
SWM
47
SeaCrest Wealth Management
New York
$49K – – –
PA
48
Parallel Advisors
California
$49K +$49K +13,002 New
SAM
49
SignalPoint Asset Management
Missouri
$44K +$554 +148 +1%
BTS
50
BB&T Securities
Virginia
$44K +$3.75K +1,000 +9%
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