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MFS Intermediate Income Trust
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Overview Fund Activity

80 hedge funds and large institutions have $168M invested in MFS Intermediate Income Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
21
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$3.51M
2
BlackRock
2
BlackRock
New York
$3.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.99M
4
AAM
4
Advisors Asset Management
Colorado
$454K
5
Wells Fargo
5
Wells Fargo
California
$26.7M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$41.7M
2
1CP
2
1607 Capital Partners
Virginia
$42.8M
3
Invesco
3
Invesco
Georgia
$4.2M
4
KIM
4
Karpus Investment Management
New York
$16.6M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$275K – – –
AA
27
Ancora Advisors
Ohio
$253K +$36.9K +10,000 +17%
SI
28
Stephens Inc
Arkansas
$227K +$15.7K +4,260 +7%
GA
29
Greytown Advisors
Florida
$212K +$212K +57,265 New
BS
30
Boenning & Scattergood
Pennsylvania
$211K – – –
SMC
31
Smith, Moore & Co
Missouri
$209K +$65.3K +17,665 +45%
OIA
32
Optimum Investment Advisors
Illinois
$200K – – –
DHFB
33
Dixon Hubard Feinour & Brown
Virginia
$181K – – –
MFW
34
Meristem Family Wealth
Minnesota
$171K – – –
LPL Financial
35
LPL Financial
California
$161K +$122K +33,004 +318%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$157K -$316K -85,300 -67%
Ameriprise
37
Ameriprise
Minnesota
$157K +$967 +262 +0.6%
Jane Street
38
Jane Street
New York
$147K +$100K +26,968 +212%
PAG
39
Private Advisor Group
New Jersey
$102K -$325 -88 -0.3%
Osaic Holdings
40
Osaic Holdings
Arizona
$98K +$16.2K +4,408 +20%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$90K – – –
PMG
42
ProVise Management Group
Florida
$79K – – –
HF
43
HRT Financial
New York
$75K +$75K +20,371 New
RJT
44
Raymond James Trust
Florida
$69K – – –
SSWM
45
Smith Salley Wealth Management
North Carolina
$68K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$67K -$40.7K -11,076 -38%
DC
47
Davenport & Co
Virginia
$61K – – –
PTC
48
Philadelphia Trust Company
Pennsylvania
$60K – – –
NL
49
NVWM LLC
Pennsylvania
$56K – – –
PA
50
Parallel Advisors
California
$56K +$1.23K +336 +2%
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2
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