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MFS Intermediate Income Trust

82 hedge funds and large institutions have $158M invested in MFS Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-12
Holders Change %
-12.77%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
26
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$276K
WAM
27
Wolverine Asset Management
Illinois
$274K +$274K +73,777 New
SI
28
Stephens Inc
Arkansas
$265K +$3.72K +1,000 +1%
GA
29
Greytown Advisors
Florida
$213K
OIA
30
Optimum Investment Advisors
Illinois
$201K
PHS
31
Pekin Hardy Strauss
Illinois
$200K +$69.8K +18,770 +54%
SMC
32
Smith, Moore & Co
Missouri
$195K -$15.4K -4,140 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$187K +$50.4K +13,573 +37%
BS
34
Boenning & Scattergood
Pennsylvania
$186K -$26.1K -7,000 -12%
MFW
35
Meristem Family Wealth
Minnesota
$172K
JHCP
36
Jackson Hole Capital Partners
Oklahoma
$149K +$49.5K +13,315 +50%
LPL Financial
37
LPL Financial
California
$147K +$19.2K +5,158 +15%
Citadel Advisors
38
Citadel Advisors
Florida
$127K +$32.4K +8,742 +34%
RJA
39
Raymond James & Associates
Florida
$101K -$64.1K -17,311 -39%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$95K +$2.87K +763 +3%
IAIM
41
International Assets Investment Management
Florida
$79K +$39.5K +10,556 +100%
NFSG
42
Newbridge Financial Services Group
Florida
$71K -$51.6K -13,923 -42%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$69K -$7.41K -2,000 -10%
RJT
44
Raymond James Trust
Florida
$69K
SSWM
45
Smith Salley Wealth Management
North Carolina
$68K
PMG
46
ProVise Management Group
Florida
$66K
DC
47
Davenport & Co
Virginia
$61K
PA
48
Parallel Advisors
California
$61K +$1.34K +357 +2%
PTC
49
Philadelphia Trust Company
Pennsylvania
$60K
NL
50
NVWM LLC
Pennsylvania
$56K