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MFS Intermediate Income Trust

84 hedge funds and large institutions have $140M invested in MFS Intermediate Income Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$176K -$60.4K -21,549 -26%
AWS
27
Atria Wealth Solutions
New York
$173K +$116K +41,399 +205%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$166K +$29.1K +10,344 +21%
OIA
29
Optimum Investment Advisors
Illinois
$152K
SMC
30
Smith, Moore & Co
Missouri
$137K +$10.5K +3,725 +8%
CAM
31
Cresset Asset Management
Illinois
$130K
Wells Fargo
32
Wells Fargo
California
$126K +$9.12K +3,268 +8%
JHCP
33
Jackson Hole Capital Partners
Oklahoma
$121K
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$115K +$32.8K +11,700 +40%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$111K -$9.15K -3,242 -8%
PHS
36
Pekin Hardy Strauss
Illinois
$111K
RJA
37
Raymond James & Associates
Florida
$110K +$213 +76 +0.2%
AssetMark Inc
38
AssetMark Inc
California
$98K
GA
39
Greytown Advisors
Florida
$80K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$76K +$8.02K +2,894 +12%
LMKC
41
L.M. Kohn & Company
Ohio
$75K +$30.1K +10,593 +67%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$62K -$795 -281 -1%
LPL Financial
43
LPL Financial
California
$58K +$2.86K +1,011 +5%
RJT
44
Raymond James Trust
Florida
$52K
SSWM
45
Smith Salley Wealth Management
North Carolina
$51K
PTC
46
Philadelphia Trust Company
Pennsylvania
$45K
SFS
47
Shaker Financial Services
Virginia
$45K +$45K +16,000 New
NL
48
NVWM LLC
Pennsylvania
$42K
EH
49
Equitable Holdings
New York
$39K +$39K +14,000 New
PAS
50
Park Avenue Securities
New York
$38K -$992 -353 -3%