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MFS Intermediate Income Trust
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Overview Fund Activity

90 hedge funds and large institutions have $163M invested in MFS Intermediate Income Trust in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
18
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.16M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.93M
3
EW
Evoke Wealth
California
+$1.56M
4
SFS
Shaker Financial Services
Virginia
+$577K
5
DAS
Dynamic Advisor Solutions
Arizona
+$401K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$7.73M
2
Wells Fargo
Wells Fargo
California
-$6.44M
3
BlackRock
BlackRock
New York
-$3.32M
4
CAN
Claraphi Advisory Network
United States
-$653K
5
Invesco
Invesco
Georgia
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$275K -$150K -40,338 -35%
SI
27
Stephens Inc
Arkansas
$254K +$24.3K +6,500 +11%
AA
28
Ancora Advisors
Ohio
$248K -$7.84K -2,100 -3%
GA
29
Greytown Advisors
Florida
$214K – – –
BS
30
Boenning & Scattergood
Pennsylvania
$212K – – –
SMC
31
Smith, Moore & Co
Missouri
$211K – – –
OIA
32
Optimum Investment Advisors
Illinois
$201K – – –
Ameriprise
33
Ameriprise
Minnesota
$194K +$35.4K +9,488 +22%
MFW
34
Meristem Family Wealth
Minnesota
$172K – – –
DHFB
35
Dixon Hubard Feinour & Brown
Virginia
$167K -$7.83K -2,100 -4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$156K +$156K +41,897 New
AAS
37
Avantax Advisory Services
Texas
$152K +$152K +40,460 New
LPL Financial
38
LPL Financial
California
$146K -$16.2K -4,328 -10%
Citadel Advisors
39
Citadel Advisors
Florida
$132K +$132K +35,477 New
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$125K -$33.7K -9,005 -21%
NFSG
41
Newbridge Financial Services Group
Florida
$123K +$123K +32,974 New
Osaic Holdings
42
Osaic Holdings
Arizona
$112K +$13K +3,484 +13%
MIG
43
Mariner Investment Group
New York
$110K +$110K +29,600 New
PAG
44
Private Advisor Group
New Jersey
$103K -$86 -23 -0.1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$92K – – –
PMG
46
ProVise Management Group
Florida
$85K +$6.1K +1,641 +8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$84K +$40.5K +10,800 +93%
KA
48
Kovack Advisors
Florida
$84K +$84K +22,407 New
RJT
49
Raymond James Trust
Florida
$70K – – –
SSWM
50
Smith Salley Wealth Management
North Carolina
$68K – – –
1
2
3 4