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MFS Intermediate Income Trust
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Overview Fund Activity

97 hedge funds and large institutions have $151M invested in MFS Intermediate Income Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$61.8M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$604K
3
Ameriprise
Ameriprise
Minnesota
$4.52M
4
EW
Evoke Wealth
California
$884K
5
LPL Financial
LPL Financial
California
$1,000K

Top Sellers

1
KIM
Karpus Investment Management
New York
$24M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$21.4M
3
LCM
Landscape Capital Management
New Jersey
$377K
4
Invesco
Invesco
Georgia
$3M
5
NA
NewEdge Advisors
Louisiana
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$269K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$263K +$215 +79 +0.1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$208K -$48K -17,655 -19%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$205K +$7.28K +2,677 +4%
DWM
30
Dakota Wealth Management
Florida
$195K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$176K -$54.4K -20,029 -24%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$160K +$14.8K +5,459 +10%
PM
33
Penbrook Management
New York
$158K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$149K – – –
SMC
35
Smith, Moore & Co
Missouri
$138K – – –
WAM
36
Wolverine Asset Management
Illinois
$129K +$129K +47,411 New
CAM
37
Cresset Asset Management
Illinois
$126K – – –
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$97.4K – – –
MWM
39
Melfa Wealth Management
Massachusetts
$92.8K – – –
Jane Street
40
Jane Street
New York
$91.6K +$91.6K +33,693 New
BPAMU
41
BTG Pactual Asset Management US
New York
$79.8K +$79.8K +28,615 New
MWM
42
Mission Wealth Management
California
$78.5K +$78.5K +28,873 New
TC
43
TownSquare Capital
Utah
$77.5K +$4.54K +1,668 +6%
CL
44
Choreo LLC
Illinois
$76K -$28 -10 -0%
OIA
45
Optimum Investment Advisors
Illinois
$73.4K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$69K +$37.4K +13,758 +119%
ATC
47
Argent Trust Co
Tennessee
$68K – – –
SA
48
Sanctuary Advisors
Indiana
$63.5K – – –
LMKC
49
L.M. Kohn & Company
Ohio
$63.1K -$22.8K -8,393 -27%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$63K -$273 -100 -0.4%
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