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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $122M invested in MFS Intermediate Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVP
1
Relative Value Partners
Illinois
$24.2M
2
KIM
2
Karpus Investment Management
New York
$10.3M
3
Wells Fargo
3
Wells Fargo
California
$15M
4
SIA
4
Sit Investment Associates
Minnesota
$25.9M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.29M

Top Sellers

1
NIMC
1
NWQ Investment Management Company
California
$0
2
IMS
2
Index Management Solutions
Pennsylvania
$0
3
FIMG
3
Financial & Investment Management Group
Michigan
$3.8M
4
AA
4
Ancora Advisors
Ohio
$1.76M
5
UBS Group
5
UBS Group
Switzerland
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$75K +$17.2K +3,500 +30%
MMG
52
Monetary Management Group
Missouri
$65K -$9.77K -2,000 -13%
UCFA
53
United Capital Financial Advisors
Texas
$62K – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$61K -$9.71K -2,000 -14%
OIA
55
Optimum Investment Advisors
Illinois
$58K +$1.33K +273 +2%
VKH
56
Virtu KCG Holdings
New York
$55K -$563K -115,134 -91%
Citigroup
57
Citigroup
New York
$30K +$759 +155 +3%
CFA
58
Carroll Financial Associates
North Carolina
$27K – – –
Creative Planning
59
Creative Planning
Kansas
$22K – – –
FANJ
60
Financial Architects (New Jersey)
New Jersey
$19K +$19K +4,000 New
BAM
61
Bruderman Asset Management
New York
$19K +$19K +4,000 New
MFS
62
MSI Financial Services
Massachusetts
$17K -$6.16K -1,290 -27%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$17K – – –
DAM
64
Delta Asset Management
Tennessee
$17K – – –
ASN
65
Advisory Services Network
Georgia
$17K +$17K +3,500 New
HNB
66
Huntington National Bank
Ohio
$15K +$15K +3,000 New
TRCT
67
Tower Research Capital (TRC)
New York
$11K +$11K +2,300 New
WA
68
WFG Advisors
Texas
$8K -$57K -11,645 -88%
WRM
69
Westport Resources Management
Connecticut
$5K – – –
BC
70
Bartlett & Co
Ohio
$4K – – –
SEI Investments
71
SEI Investments
Pennsylvania
$3K +$3K +600 New
CWM
72
Concert Wealth Management
California
$2K – – –
HCM
73
Highlander Capital Management
New Jersey
$2K – – –
NIMC
74
NWQ Investment Management Company
California
– -$4.93M -1,032,378 Closed
IMS
75
Index Management Solutions
Pennsylvania
– -$3.35M -700,908 Closed
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