MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

75 hedge funds and large institutions have $166M invested in MFS Intermediate Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$47.3M
3
RVPG
3
Relative Value Partners Group
$11.6M
4
MFW
4
Meristem Family Wealth
Minnesota
$170K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$213K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$27.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$811K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.94M
4
Bank of America
4
Bank of America
North Carolina
$3.32M
5
AA
5
Ancora Advisors
Ohio
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$206K -$241K -65,668 -54%
AIC
27
Ameritas Investment Company
Nebraska
$200K +$200K +54,550 New
DHFB
28
Dixon Hubard Feinour & Brown
Virginia
$174K -$7.36K -2,000 -4%
MFW
29
Meristem Family Wealth
Minnesota
$170K +$170K +46,200 New
SMC
30
Smith, Moore & Co
Missouri
$133K – – –
SI
31
Stephens Inc
Arkansas
$132K +$3.68K +1,000 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$130K -$5.51K -1,500 -4%
Creative Planning
33
Creative Planning
Kansas
$128K +$13.4K +3,644 +12%
TSS
34
Two Sigma Securities
New York
$126K -$108K -29,474 -46%
PMG
35
ProVise Management Group
Florida
$125K -$11K -3,000 -8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$110K -$3.06K -840 -3%
GIP
37
Greatmark Investment Partners
Georgia
$104K – – –
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$101K +$101K +27,600 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$97K -$13.6K -3,714 -12%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$90K -$20.2K -5,500 -18%
SSWM
41
Smith Salley Wealth Management
North Carolina
$67K – – –
OIA
42
Optimum Investment Advisors
Illinois
$62K +$1.43K +388 +2%
PTC
43
Philadelphia Trust Company
Pennsylvania
$59K – – –
NL
44
NVWM LLC
Pennsylvania
$55K +$55K +15,000 New
HighTower Advisors
45
HighTower Advisors
Illinois
$52K +$52K +13,900 New
PA
46
Parallel Advisors
California
$48K +$1.1K +305 +2%
SWM
47
SeaCrest Wealth Management
New York
$47K -$590 -161 -1%
FAAS
48
First Allied Advisory Services
California
$46K -$9.54K -2,628 -17%
GCP
49
Gill Capital Partners
Colorado
$46K +$46K +12,035 New
SAM
50
SignalPoint Asset Management
Missouri
$44K +$341 +92 +0.8%
1
2
3 4