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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $114M invested in MFS Intermediate Income Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$17.6M
2
ACM
2
Ashford Capital Management
Delaware
$2.89M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.95M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$2.45M
5
IMS
5
Index Management Solutions
Pennsylvania
$2.61M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
MIG
2
Mariner Investment Group
New York
$0
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
NIMC
4
NWQ Investment Management Company
California
$7.18M
5
PM
5
Penbrook Management
New York
$891K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$77K – – –
IT
52
Independence Trust
Tennessee
$75K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$71K +$53K +10,000 +294%
KFS
54
KMS Financial Services
Washington
$70K +$12.1K +2,300 +21%
OIA
55
Optimum Investment Advisors
Illinois
$59K +$1.3K +245 +2%
SCM
56
Sterneck Capital Management
Missouri
$53K -$4.72K -900 -8%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$53K +$53K +10,000 New
TWM
58
Torch Wealth Management
Ohio
$51K – – –
1IC
59
1919 Investment Counsel
Maryland
$49K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$43K -$13.6K -2,581 -24%
RNS
61
Robert N. Shapiro
$33K – – –
AIG
62
American International Group
New York
$21.1K -$6.22K -1,178 -23%
Creative Planning
63
Creative Planning
Kansas
$21K -$2.15K -400 -9%
GGPS
64
Gary Goldberg Planning Services
New York
$21K – – –
DAM
65
Delta Asset Management
Tennessee
$18K – – –
WF
66
WealthTrust Fairport
Ohio
$14K – – –
M&T Bank
67
M&T Bank
New York
$5K – – –
WRM
68
Westport Resources Management
Connecticut
$5K – – –
BC
69
Bartlett & Co
Ohio
$4K – – –
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$4K +$21 +4 +0.5%
NES
71
New England Securities
New York
$4K +$87 +16 +2%
DADC
72
D.A. Davidson & Co
Montana
$3K -$2.8K -700 -48%
TRCT
73
Tower Research Capital (TRC)
New York
$3K +$222 +35 +8%
HCM
74
Highlander Capital Management
New Jersey
$2.11K – – –
Northern Trust
75
Northern Trust
Illinois
$1K -$138 -1,900 -12%
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3
4