MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in MFS Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$37.2M
2
SIA
2
Sit Investment Associates
Minnesota
$46.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.36M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$977K
5
Bank of America
5
Bank of America
North Carolina
$2.05M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$485K
2
Wells Fargo
2
Wells Fargo
California
$18.8M
3
1CP
3
1607 Capital Partners
Virginia
$9.77M
4
SFS
4
Shaker Financial Services
Virginia
$528K
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
26
Boenning & Scattergood
Pennsylvania
$205K +$30.3K +8,389 +17%
OIA
27
Optimum Investment Advisors
Illinois
$195K – – –
SMC
28
Smith, Moore & Co
Missouri
$190K – – –
PHS
29
Pekin Hardy Strauss
Illinois
$173K -$18.4K -5,070 -10%
MFW
30
Meristem Family Wealth
Minnesota
$167K – – –
DHFB
31
Dixon Hubard Feinour & Brown
Virginia
$162K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$155K -$16.3K -4,487 -9%
WAM
33
Wolverine Asset Management
Illinois
$149K +$85.6K +23,688 +135%
JHCP
34
Jackson Hole Capital Partners
Oklahoma
$145K – – –
AssetMark Inc
35
AssetMark Inc
California
$126K +$126K +34,760 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$116K +$24.3K +6,726 +26%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$88K – – –
RJA
38
Raymond James & Associates
Florida
$84K -$6.05K -1,672 -7%
RJT
39
Raymond James Trust
Florida
$68K – – –
LPL Financial
40
LPL Financial
California
$67K -$82.9K -22,761 -55%
SSWM
41
Smith Salley Wealth Management
North Carolina
$66K – – –
DC
42
Davenport & Co
Virginia
$59K – – –
TSS
43
Two Sigma Securities
New York
$59K +$7.33K +2,034 +14%
PTC
44
Philadelphia Trust Company
Pennsylvania
$58K – – –
PMG
45
ProVise Management Group
Florida
$57K – – –
KAS
46
Kestra Advisory Services
Texas
$57K +$57K +15,840 New
NL
47
NVWM LLC
Pennsylvania
$54K – – –
SAM
48
SignalPoint Asset Management
Missouri
$47K +$327 +90 +0.7%
PAS
49
Park Avenue Securities
New York
$46K +$46K +12,580 New
SWM
50
SeaCrest Wealth Management
New York
$45K – – –
1
2
3 4