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MFS Intermediate Income Trust
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Overview Fund Activity

83 hedge funds and large institutions have $123M invested in MFS Intermediate Income Trust in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24M
2
KIM
2
Karpus Investment Management
New York
$7.79M
3
FIMG
3
Financial & Investment Management Group
Michigan
$6.07M
4
RVP
4
Relative Value Partners
Illinois
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$1.66M
2
AIM
2
Assured Investment Management
New York
$0
3
Citigroup
3
Citigroup
New York
$29K
4
SFS
4
Shaker Financial Services
Virginia
$388K
5
WA
5
WFG Advisors
Texas
$63K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$96K -$4.93K -1,033 -5%
PR
52
Payden & Rygel
California
$96K – – –
RJT
53
Raymond James Trust
Florida
$88K – – –
Citadel Advisors
54
Citadel Advisors
Florida
$85K +$85K +17,803 New
CS
55
Credit Suisse
Switzerland
$82K +$82K +17,200 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$80.7K -$5.26K -1,100 -6%
PTC
57
Philadelphia Trust Company
Pennsylvania
$77K +$77K +16,100 New
ATC
58
Argent Trust Company
Louisiana
$76K – – –
MMG
59
Monetary Management Group
Missouri
$73K -$47.7K -10,000 -40%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$70K -$23.2K -4,824 -25%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$67K +$63.4K +13,257 +1,763%
WPC
62
White Pine Capital
Minnesota
$67K +$67K +14,000 New
WA
63
WFG Advisors
Texas
$63K -$240K -50,583 -79%
UCFA
64
United Capital Financial Advisors
Texas
$61K – – –
SMC
65
Smith, Moore & Co
Missouri
$58K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$56K – – –
OIA
67
Optimum Investment Advisors
Illinois
$56K +$1.29K +267 +2%
NPC
68
National Planning Corporation
California
$45.4K +$45.4K +9,053 New
RNS
69
Robert N. Shapiro
$30K – – –
Citigroup
70
Citigroup
New York
$29K -$696K -143,339 -96%
CFA
71
Carroll Financial Associates
North Carolina
$27K +$27K +5,500 New
MFS
72
MSI Financial Services
Massachusetts
$23K +$4.06K +856 +21%
Creative Planning
73
Creative Planning
Kansas
$22K -$9.77K -2,039 -31%
AIG
74
American International Group
New York
$20.2K -$2.22K -465 -10%
GGPS
75
Gary Goldberg Planning Services
New York
$19K – – –
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3
4