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MFS Intermediate Income Trust

81 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$188K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$175K +$21.2K +5,896 +14%
PHS
28
Pekin Hardy Strauss
Illinois
$171K
MFW
29
Meristem Family Wealth
Minnesota
$166K
Wells Fargo
30
Wells Fargo
California
$158K -$18.4M -5,137,306 -99%
DHFB
31
Dixon Hubard Feinour & Brown
Virginia
$158K -$2.69K -750 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$157K +$41.4K +11,529 +36%
JHCP
33
Jackson Hole Capital Partners
Oklahoma
$149K +$5.64K +1,575 +4%
AssetMark Inc
34
AssetMark Inc
California
$125K
DPI
35
Diversified Portfolios Inc
Michigan
$105K +$105K +29,319 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$88K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$79K -$231K -64,022 -75%
BS
38
Boenning & Scattergood
Pennsylvania
$77K -$126K -35,299 -62%
LPL Financial
39
LPL Financial
California
$77K +$11K +3,060 +17%
RJA
40
Raymond James & Associates
Florida
$76K -$7.7K -2,135 -9%
RJT
41
Raymond James Trust
Florida
$67K
SSWM
42
Smith Salley Wealth Management
North Carolina
$66K
DC
43
Davenport & Co
Virginia
$59K
PTC
44
Philadelphia Trust Company
Pennsylvania
$58K
PMG
45
ProVise Management Group
Florida
$57K
NL
46
NVWM LLC
Pennsylvania
$54K
PAS
47
Park Avenue Securities
New York
$50K +$5.02K +1,403 +11%
SAM
48
SignalPoint Asset Management
Missouri
$46K +$325 +92 +0.7%
SWM
49
SeaCrest Wealth Management
New York
$44K -$720 -200 -2%
Truist Financial
50
Truist Financial
North Carolina
$42K