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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
14
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$1.8M
3
CAN
Claraphi Advisory Network
United States
+$802K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$275K
5
DWM
Dakota Wealth Management
Florida
+$268K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$11.4M
2
1CP
1607 Capital Partners
Virginia
-$3.39M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$811K
5
SFS
Shaker Financial Services
Virginia
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
Optimum Investment Advisors
Illinois
$194K – – –
DHFB
27
Dixon Hubard Feinour & Brown
Virginia
$169K -$1.44K -400 -0.8%
MFW
28
Meristem Family Wealth
Minnesota
$166K – – –
Ameriprise
29
Ameriprise
Minnesota
$152K -$270K -75,046 -64%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$141K +$27.6K +7,689 +24%
SMC
31
Smith, Moore & Co
Missouri
$140K +$49.1K +13,630 +54%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$105K +$44.1K +12,308 +72%
PAG
33
Private Advisor Group
New Jersey
$100K +$3.9K +1,079 +4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$88K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$80K +$80K +22,230 New
KA
36
Kovack Advisors
Florida
$79K +$79K +21,917 New
PMG
37
ProVise Management Group
Florida
$76K – – –
FAAS
38
First Allied Advisory Services
California
$72K -$223 -62 -0.3%
RJT
39
Raymond James Trust
Florida
$67K – – –
SSWM
40
Smith Salley Wealth Management
North Carolina
$66K – – –
DC
41
Davenport & Co
Virginia
$59K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$59K +$59K +16,329 New
PTC
43
Philadelphia Trust Company
Pennsylvania
$58K – – –
NL
44
NVWM LLC
Pennsylvania
$54K – – –
NPT
45
Nixon Peabody Trust
Massachusetts
$54K +$54K +15,000 New
PA
46
Parallel Advisors
California
$53K +$1.18K +333 +2%
SWM
47
SeaCrest Wealth Management
New York
$46K -$779 -218 -2%
Jane Street
48
Jane Street
New York
$46K +$46K +12,693 New
IAIM
49
International Assets Investment Management
Florida
$46K +$46K +12,706 New
SAM
50
SignalPoint Asset Management
Missouri
$44K +$350 +98 +0.8%
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