MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

88 hedge funds and large institutions have $153M invested in MFS Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$20.2M
2
SIA
2
Sit Investment Associates
Minnesota
$64.5M
3
TW
3
Transform Wealth
Colorado
$535K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$284K
5
Ameriprise
5
Ameriprise
Minnesota
$4.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$266K
2
KIM
2
Karpus Investment Management
New York
$21.9M
3
HC
3
Hara Capital
Washington
$0
4
SFS
4
Shaker Financial Services
Virginia
$109K
5
LCM
5
Landscape Capital Management
New Jersey
$46.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$261K 98,123 +1,462 +2%
DWM
27
Dakota Wealth Management
Florida
$191K 71,700 – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$189K 70,979 -5,336 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$158K 59,285 +349 +0.6%
UBS Group
30
UBS Group
Switzerland
$152K 57,033 -64,307 -53%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$145K 54,647 – –
CAM
32
Cresset Asset Management
Illinois
$123K 46,200 – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$121K 45,632 -19,176 -30%
SMC
34
Smith, Moore & Co
Missouri
$115K 43,119 -7,500 -15%
SFS
35
Shaker Financial Services
Virginia
$109K 40,970 -135,128 -77%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$104K 39,100 +39,100 New
PM
37
Penbrook Management
New York
$99.7K 37,493 -20,736 -36%
CSP
38
Cary Street Partners
Virginia
$95.2K 35,800 +35,800 New
MWM
39
Melfa Wealth Management
Massachusetts
$90.8K 34,133 – –
BPAMU
40
BTG Pactual Asset Management US
New York
$79.8K 28,615 – –
Citadel Advisors
41
Citadel Advisors
Florida
$78.9K 29,664 +4,310 +17%
MWM
42
Mission Wealth Management
California
$78.1K 29,353 +480 +2%
TC
43
TownSquare Capital
Utah
$75.8K 28,488 -5 -0%
CL
44
Choreo LLC
Illinois
$71.9K 27,390 -131 -0.5%
XT
45
XTX Topco
Cayman Islands
$67K 25,175 +25,175 New
LMKC
46
L.M. Kohn & Company
Ohio
$66.8K 25,109 +1,911 +8%
ATC
47
Argent Trust Co
Tennessee
$66.5K 25,000 – –
SA
48
Sanctuary Advisors
Indiana
$63.5K 23,800 – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$61K 22,877 -235 -1%
AWS
50
Atria Wealth Solutions
New York
$54.5K 20,500 – –
1
2
3 4 5