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MFS Intermediate Income Trust
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Overview Fund Activity

101 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.61M
2
SIA
2
Sit Investment Associates
Minnesota
$58.7M
3
Ameriprise
3
Ameriprise
Minnesota
$3.72M
4
LCM
4
Landscape Capital Management
New Jersey
$446K
5
TWM
5
Tolleson Wealth Management
Texas
$351K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$404K
2
GA
2
GraniteShares Advisors
New York
$0
3
EW
3
Evoke Wealth
California
$80.4K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
1CP
5
1607 Capital Partners
Virginia
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$230K -$58.2K -21,720 -20%
SFS
27
Shaker Financial Services
Virginia
$225K +$56K +20,887 +33%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$220K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$204K +$7.64K +2,858 +4%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$183K +$171K +63,750 +1,389%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$176K +$25.7K +9,553 +17%
PM
32
Penbrook Management
New York
$175K -$1.88K -700 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$169K -$18.4K -6,875 -10%
OIA
34
Optimum Investment Advisors
Illinois
$145K – – –
SMC
35
Smith, Moore & Co
Missouri
$136K -$5.06K -1,887 -4%
AWS
36
Atria Wealth Solutions
New York
$131K +$217 +81 +0.2%
WAM
37
Wolverine Asset Management
Illinois
$129K +$129K +48,062 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$125K +$16.9K +6,298 +16%
CAM
39
Cresset Asset Management
Illinois
$124K – – –
DWM
40
Dakota Wealth Management
Florida
$103K – – –
CIA
41
Concurrent Investment Advisors
Florida
$101K +$101K +37,793 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$98.6K – – –
AssetMark Inc
43
AssetMark Inc
California
$93.2K – – –
MWM
44
Melfa Wealth Management
Massachusetts
$91.5K -$44.2K -16,500 -33%
LMKC
45
L.M. Kohn & Company
Ohio
$83.7K +$276 +103 +0.3%
EW
46
Evoke Wealth
California
$80.4K -$930K -347,000 -92%
TC
47
TownSquare Capital
Utah
$78.2K +$113 +42 +0.1%
GA
48
Greytown Advisors
Florida
$76.7K – – –
Nomura Holdings
49
Nomura Holdings
Japan
$76K +$76K +28,354 New
CAN
50
Cetera Advisor Networks
California
$69K +$14.6K +5,454 +27%
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