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MFS Intermediate Income Trust
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Overview Fund Activity

99 hedge funds and large institutions have $144M invested in MFS Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.83M
2
Wells Fargo
Wells Fargo
California
+$2.71M
3
EW
Evoke Wealth
California
+$923K
4
WAM
Wolverine Asset Management
Illinois
+$453K
5
AAS
Ameritas Advisory Services
Nebraska
+$443K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$11.5M
2
Morgan Stanley
Morgan Stanley
New York
-$3.81M
3
SWP
Significant Wealth Partners
Illinois
-$1.46M
4
TW
Transform Wealth
Colorado
-$645K
5
Invesco
Invesco
Georgia
-$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$272K -$8.28K -3,114 -3%
OC
27
Oppenheimer & Co
New York
$263K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$195K +$20.8K +7,822 +12%
PM
29
Penbrook Management
New York
$167K -$6.65K -2,500 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$167K -$36.7K -13,741 -18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$161K -$6.51K -2,453 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$145K -$160K -60,000 -52%
OIA
33
Optimum Investment Advisors
Illinois
$144K – – –
SMC
34
Smith, Moore & Co
Missouri
$135K – – –
AWS
35
Atria Wealth Solutions
New York
$126K -$4.9K -1,842 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$125K +$346 +130 +0.3%
CAM
37
Cresset Asset Management
Illinois
$123K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$114K +$55.9K +21,000 +96%
DWM
39
Dakota Wealth Management
Florida
$111K +$8.78K +3,300 +9%
CIA
40
Concurrent Investment Advisors
Florida
$101K – – –
SJL
41
Shayne & Jacobs LLC
Tennessee
$98.9K +$98.9K +37,186 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$95.2K -$2.66K -1,000 -3%
MWM
43
Melfa Wealth Management
Massachusetts
$90.8K – – –
LMKC
44
L.M. Kohn & Company
Ohio
$83.2K +$144 +54 +0.2%
RJA
45
Raymond James & Associates
Florida
$81.7K +$22.5K +8,447 +38%
HF
46
HRT Financial
New York
$80K +$80K +30,289 New
TC
47
TownSquare Capital
Utah
$77.5K -$72 -27 -0.1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$76.9K +$76.9K +28,925 New
GA
49
Greytown Advisors
Florida
$76.1K – – –
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$67K +$67K +25,186 New
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