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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.82M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.34M
3
1CP
1607 Capital Partners
Virginia
+$2.84M
4
Morgan Stanley
Morgan Stanley
New York
+$618K
5
PPA
Parametric Portfolio Associates
Washington
+$383K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.5M
2
CS
Credit Suisse
Switzerland
-$860K
3
Bank of America
Bank of America
North Carolina
-$391K
4
LCM
Landscape Capital Management
New Jersey
-$323K
5
AA
Ancora Advisors
Ohio
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$231K -$274K -72,417 -54%
OIA
27
Optimum Investment Advisors
Illinois
$205K +$137K +36,000 +200%
DHFB
28
Dixon Hubard Feinour & Brown
Virginia
$180K – – –
IAA
29
Independent Advisor Alliance
North Carolina
$177K +$177K +46,628 New
MFW
30
Meristem Family Wealth
Minnesota
$176K – – –
SI
31
Stephens Inc
Arkansas
$170K +$20.9K +5,500 +14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$120K +$3.46K +914 +3%
PAG
33
Private Advisor Group
New Jersey
$101K +$23 +6 +0%
SMC
34
Smith, Moore & Co
Missouri
$96K -$2.66K -700 -3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$94K – – –
PMG
36
ProVise Management Group
Florida
$81K -$8.45K -2,215 -9%
NFG
37
Next Financial Group
Texas
$78K +$66.4K +17,529 +571%
FAAS
38
First Allied Advisory Services
California
$76K +$574 +152 +0.8%
RJT
39
Raymond James Trust
Florida
$71K – – –
SSWM
40
Smith Salley Wealth Management
North Carolina
$70K – – –
LCM
41
Landscape Capital Management
New Jersey
$67K -$323K -85,478 -83%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$66K +$12.1K +3,206 +22%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$65K +$11.5K +3,000 +21%
LPL Financial
44
LPL Financial
California
$63K +$8.06K +2,108 +15%
DC
45
Davenport & Co
Virginia
$62K +$62K +16,375 New
PTC
46
Philadelphia Trust Company
Pennsylvania
$61K – – –
VCM
47
Vivaldi Capital Management
Illinois
$60K +$60K +15,693 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$59K -$36.5K -8,386 -38%
NL
49
NVWM LLC
Pennsylvania
$57K – – –
PA
50
Parallel Advisors
California
$55K +$1.23K +327 +2%
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