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MFS Intermediate Income Trust
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Overview Fund Activity

94 hedge funds and large institutions have $171M invested in MFS Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
22
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.17M
2
Ameriprise
Ameriprise
Minnesota
+$628K
3
EW
Evoke Wealth
California
+$393K
4
SFS
Shaker Financial Services
Virginia
+$222K
5
SIA
Sit Investment Associates
Minnesota
+$213K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.5M
2
1CP
1607 Capital Partners
Virginia
-$1.31M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.18M
4
SRC
Shufro Rose & Co
New York
-$377K
5
Bank of America
Bank of America
North Carolina
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$268K +$8.92K +2,340 +3%
AA
27
Ancora Advisors
Ohio
$240K -$13K -3,400 -5%
GA
28
Greytown Advisors
Florida
$218K – – –
BS
29
Boenning & Scattergood
Pennsylvania
$217K – – –
SMC
30
Smith, Moore & Co
Missouri
$215K – – –
Citigroup
31
Citigroup
New York
$214K +$177K +46,617 +486%
OIA
32
Optimum Investment Advisors
Illinois
$206K – – –
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$205K +$78K +20,500 +61%
MFW
34
Meristem Family Wealth
Minnesota
$176K – – –
RJA
35
Raymond James & Associates
Florida
$170K -$111K -29,160 -40%
DHFB
36
Dixon Hubard Feinour & Brown
Virginia
$167K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$140K +$54.7K +14,400 +64%
PHS
38
Pekin Hardy Strauss
Illinois
$133K +$133K +35,000 New
LPL Financial
39
LPL Financial
California
$131K -$18.1K -4,749 -12%
NFSG
40
Newbridge Financial Services Group
Florida
$126K +$385 +101 +0.3%
MIG
41
Mariner Investment Group
New York
$113K – – –
KAS
42
Kestra Advisory Services
Texas
$110K +$110K +29,042 New
JHCP
43
Jackson Hole Capital Partners
Oklahoma
$102K +$61.2K +16,042 +150%
Osaic Holdings
44
Osaic Holdings
Arizona
$98K -$17.4K -4,546 -15%
Citadel Advisors
45
Citadel Advisors
Florida
$97K -$38.1K -10,000 -28%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$94K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$79K +$12.5K +3,254 +19%
RJT
48
Raymond James Trust
Florida
$71K – – –
SSWM
49
Smith Salley Wealth Management
North Carolina
$70K – – –
PMG
50
ProVise Management Group
Florida
$68K -$19.2K -5,026 -22%
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