MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

87 hedge funds and large institutions have $103M invested in MFS Intermediate Income Trust in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
26
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVP
1
Relative Value Partners
Illinois
$17.5M
2
KIM
2
Karpus Investment Management
New York
$8.72M
3
Wells Fargo
3
Wells Fargo
California
$8.17M
4
NIMC
4
NWQ Investment Management Company
California
$5.13M
5
SIA
5
Sit Investment Associates
Minnesota
$7.18M

Top Sellers

1
FAAM
1
First Allied Asset Management
California
$0
2
FAAS
2
First Allied Advisory Services
California
$110K
3
DA
3
Doliver Advisors
Texas
$0
4
VAM
4
Visium Asset Management
New York
$661K
5
Invesco
5
Invesco
Georgia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$101K +$2.59K +500 +3%
TRCT
52
Tower Research Capital (TRC)
New York
$97K +$86.5K +16,775 +823%
AP
53
Advisors Preferred
Maryland
$87K +$87K +16,939 New
ATC
54
Argent Trust Company
Louisiana
$85K – – –
RJT
55
Raymond James Trust
Florida
$85K – – –
NPC
56
National Planning Corporation
California
$79K -$2.35K -450 -3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$73K -$22.1K -4,250 -23%
IT
58
Independence Trust
Tennessee
$73K +$73K +14,145 New
CAS
59
CTC Alternative Strategies
Illinois
$68.4K +$68.4K +13,200 New
PC
60
Pecaut & Co
Iowa
$68K +$68K +13,212 New
Citadel Advisors
61
Citadel Advisors
Florida
$63K +$63K +12,178 New
SCM
62
Sterneck Capital Management
Missouri
$57K – – –
KFS
63
KMS Financial Services
Washington
$56K – – –
OIA
64
Optimum Investment Advisors
Illinois
$55K +$1.27K +245 +2%
TWM
65
Torch Wealth Management
Ohio
$50K +$50K +9,700 New
1IC
66
1919 Investment Counsel
Maryland
$48K – – –
Creative Planning
67
Creative Planning
Kansas
$47K +$17.7K +3,415 +60%
MFS
68
MSI Financial Services
Massachusetts
$45K +$1.64K +316 +4%
RNS
69
Robert N. Shapiro
$33K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$32K -$2.62K -500 -8%
AIG
71
American International Group
New York
$26.8K +$12.3K +2,378 +85%
CCS
72
Crosspoint Capital Strategies
California
$24K +$24K +4,515 New
DADC
73
D.A. Davidson & Co
Montana
$23K +$23K +4,453 New
DAM
74
Delta Asset Management
Tennessee
$18K – – –
HNB
75
Huntington National Bank
Ohio
$16K -$16K – –
1 2
3
4