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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$24.7M
2
Invesco
Invesco
Georgia
$3.39M
3
LPL Financial
LPL Financial
California
$680K
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
LCM
Landscape Capital Management
New Jersey
$1.04M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
WAM
Wolverine Asset Management
Illinois
$0
3
1CP
1607 Capital Partners
Virginia
$14.8M
4
EW
Evoke Wealth
California
$487K
5
SIA
Sit Investment Associates
Minnesota
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$250K +$173K +65,045 +225%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$243K +$76.4K +28,715 +46%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$226K +$30.6K +11,500 +16%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$193K +$68.7K +25,834 +55%
DWM
30
Dakota Wealth Management
Florida
$191K +$80.1K +30,125 +72%
PM
31
Penbrook Management
New York
$155K -$12.5K -4,700 -7%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$145K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$142K -$19K -7,157 -12%
SMC
34
Smith, Moore & Co
Missouri
$135K – – –
CAM
35
Cresset Asset Management
Illinois
$123K – – –
FSI
36
Flow State Investments
Illinois
$106K +$106K +39,884 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$106K +$106K +39,100 New
AWS
38
Atria Wealth Solutions
New York
$101K -$24.5K -9,199 -19%
CIA
39
Concurrent Investment Advisors
Florida
$101K – – –
SJL
40
Shayne & Jacobs LLC
Tennessee
$98.9K – – –
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$95.2K – – –
MWM
42
Melfa Wealth Management
Massachusetts
$90.8K – – –
LMKC
43
L.M. Kohn & Company
Ohio
$84K +$822 +309 +1%
GA
44
Greytown Advisors
Florida
$76.1K – – –
TSS
45
Two Sigma Securities
New York
$75.6K +$75.6K +28,427 New
CL
46
Choreo LLC
Illinois
$73.2K +$73.2K +27,531 New
OIA
47
Optimum Investment Advisors
Illinois
$71.8K -$71.8K -26,995 -50%
TC
48
TownSquare Capital
Utah
$71.4K -$6.19K -2,328 -8%
RJA
49
Raymond James & Associates
Florida
$66.8K -$14.9K -5,616 -18%
ATC
50
Argent Trust Co
Tennessee
$66.5K – – –
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