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MFS Intermediate Income Trust
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Overview Fund Activity

82 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
25
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$19.2M
2
1CP
2
1607 Capital Partners
Virginia
$7.92M
3
PPA
3
Parametric Portfolio Associates
Washington
$9.23M
4
WAM
4
Wolverine Asset Management
Illinois
$784K
5
RVPG
5
Relative Value Partners Group
$599K

Top Sellers

1
EW
1
Evoke Wealth
California
$1.39M
2
SIA
2
Sit Investment Associates
Minnesota
$44.3M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$262K
4
UBS Group
4
UBS Group
Switzerland
$645K
5
Invesco
5
Invesco
Georgia
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$262K 83,273 -82,750 -50%
OC
27
Oppenheimer & Co
New York
$241K 76,429 -15,830 -17%
AWS
28
Atria Wealth Solutions
New York
$211K 67,119 +67,119 New
GA
29
Greytown Advisors
Florida
$180K 57,265 – –
OIA
30
Optimum Investment Advisors
Illinois
$170K 53,991 – –
SMC
31
Smith, Moore & Co
Missouri
$165K 52,394 – –
PHS
32
Pekin Hardy Strauss
Illinois
$155K 49,342 +1,642 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$153K 48,700 +15 +0%
MFW
34
Meristem Family Wealth
Minnesota
$146K 46,200 – –
DHFB
35
Dixon Hubard Feinour & Brown
Virginia
$139K 44,050 – –
Wells Fargo
36
Wells Fargo
California
$136K 43,008 -990 -2%
JHCP
37
Jackson Hole Capital Partners
Oklahoma
$136K 43,127 +1,500 +4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$133K 42,366 -1,325 -3%
KIM
39
Karpus Investment Management
New York
$115K 36,456 +36,456 New
RJA
40
Raymond James & Associates
Florida
$114K 36,142 +15,073 +72%
AssetMark Inc
41
AssetMark Inc
California
$109K 34,760 – –
DPI
42
Diversified Portfolios Inc
Michigan
$92K 29,319 – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$92K 29,186 +7,318 +33%
LPL Financial
44
LPL Financial
California
$92K 29,353 +7,905 +37%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$78K 24,526 – –
Walleye Capital
46
Walleye Capital
New York
$62K 19,692 +19,692 New
RJT
47
Raymond James Trust
Florida
$59K 18,651 – –
SSWM
48
Smith Salley Wealth Management
North Carolina
$58K 18,325 – –
DC
49
Davenport & Co
Virginia
$52K 16,375 – –
PAS
50
Park Avenue Securities
New York
$52K 16,421 +2,438 +17%
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