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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $148M invested in MFS Intermediate Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$14.4M
2
UBS Group
UBS Group
Switzerland
$2.36M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.5M
4
EH
Equitable Holdings
New York
$882K
5
SIA
Sit Investment Associates
Minnesota
$54M

Top Sellers

1
RVPG
Relative Value Partners Group
$1.23M
2
Invesco
Invesco
Georgia
$2.81M
3
1CP
1607 Capital Partners
Virginia
$27.8M
4
Bank of America
Bank of America
North Carolina
$973K
5
Morgan Stanley
Morgan Stanley
New York
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$189K +$2.63K +960 +1%
PM
27
Penbrook Management
New York
$181K -$2.19K -800 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$158K +$47 +17 +0%
LPL Financial
29
LPL Financial
California
$149K +$103K +37,719 +228%
OIA
30
Optimum Investment Advisors
Illinois
$148K – – –
SMC
31
Smith, Moore & Co
Missouri
$144K +$5.48K +2,000 +4%
MWM
32
Melfa Wealth Management
Massachusetts
$139K +$139K +50,633 New
AWS
33
Atria Wealth Solutions
New York
$134K -$6.64K -2,422 -5%
CAM
34
Cresset Asset Management
Illinois
$127K – – –
DAS
35
Dynamic Advisor Solutions
Arizona
$122K -$27K -9,872 -18%
RJA
36
Raymond James & Associates
Florida
$115K -$27.7K -10,113 -19%
CF
37
Centaurus Financial
California
$110K -$179K -65,215 -62%
DWM
38
Dakota Wealth Management
Florida
$105K +$21.4K +7,800 +26%
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$101K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$99.7K +$2.16K +789 +2%
AssetMark Inc
41
AssetMark Inc
California
$95.2K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$83K -$20K -7,222 -19%
HF
43
HRT Financial
New York
$80K +$80K +29,265 New
TC
44
TownSquare Capital
Utah
$79.8K -$175 -64 -0.2%
PWG
45
Portside Wealth Group
Utah
$79.8K +$79.8K +29,138 New
GA
46
Greytown Advisors
Florida
$78.4K – – –
LMKC
47
L.M. Kohn & Company
Ohio
$73.2K +$271 +99 +0.4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$72.9K +$5.71K +2,082 +8%
PHS
49
Pekin Hardy Strauss
Illinois
$70.8K -$29.7K -10,821 -30%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$67K +$2.71K +989 +4%
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