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MFS Intermediate Income Trust
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Overview Fund Activity

83 hedge funds and large institutions have $109M invested in MFS Intermediate Income Trust in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.26M
2
U
UBS
Switzerland
+$4.27M
3
NIMC
NWQ Investment Management Company
California
+$2.86M
4
Wells Fargo
Wells Fargo
California
+$2.25M
5
IMS
Index Management Solutions
Pennsylvania
+$1.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.22M
2
SCM
Saba Capital Management
New York
-$2.05M
3
WAM
Wolverine Asset Management
Illinois
-$1.93M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.03M
5
AA
Ancora Advisors
Ohio
-$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$80K +$7.05K +1,354 +10%
NPC
52
National Planning Corporation
California
$76K -$2.91K -557 -4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$74K -$38.1K -7,348 -34%
IT
54
Independence Trust
Tennessee
$73K – – –
PP
55
Paloma Partners
Connecticut
$64K +$64K +12,359 New
UCFA
56
United Capital Financial Advisors
Texas
$61K +$61K +11,754 New
SCM
57
Sterneck Capital Management
Missouri
$57K – – –
KFS
58
KMS Financial Services
Washington
$57K +$520 +100 +0.9%
OIA
59
Optimum Investment Advisors
Illinois
$56K +$1.26K +245 +2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$55K -$1.03M -200,888 -95%
FAAS
61
First Allied Advisory Services
California
$54K -$56.8K -10,900 -51%
SFS
62
Shaker Financial Services
Virginia
$52K -$106K -20,390 -67%
TWM
63
Torch Wealth Management
Ohio
$50K – – –
1IC
64
1919 Investment Counsel
Maryland
$48K – – –
MFS
65
MSI Financial Services
Massachusetts
$43K -$2.07K -400 -5%
RNS
66
Robert N. Shapiro
$33K – – –
AIG
67
American International Group
New York
$26.8K – – –
CCS
68
Crosspoint Capital Strategies
California
$23K – – –
Creative Planning
69
Creative Planning
Kansas
$22K -$24.4K -4,765 -53%
GGPS
70
Gary Goldberg Planning Services
New York
$21K +$21K +4,000 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$18K -$14.3K -2,700 -44%
DAM
72
Delta Asset Management
Tennessee
$18K – – –
WF
73
WealthTrust Fairport
Ohio
$14K – – –
DADC
74
D.A. Davidson & Co
Montana
$7K -$14.5K -3,003 -67%
M&T Bank
75
M&T Bank
New York
$5K – – –
1 2
3
4