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MFS Intermediate Income Trust
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Overview Fund Activity

73 hedge funds and large institutions have $163M invested in MFS Intermediate Income Trust in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$33.1M
2
Wells Fargo
2
Wells Fargo
California
$38.3M
3
1CP
3
1607 Capital Partners
Virginia
$2.92M
4
SIA
4
Sit Investment Associates
Minnesota
$27.2M
5
KIG
5
Kovitz Investment Group
Illinois
$1.41M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$0
2
IT
2
Independence Trust
Tennessee
$0
3
RVPG
3
Relative Value Partners Group
$26M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.82M
5
FIMG
5
Financial & Investment Management Group
Michigan
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$66K 14,400 -2,100 -13%
SFM
52
Signet Financial Management
New Jersey
$64K 14,017 -1,400 -9%
MMG
53
Monetary Management Group
Missouri
$61K 13,300 – –
OIA
54
Optimum Investment Advisors
Illinois
$58K 12,782 +297 +2%
RFC
55
Regions Financial Corp
Alabama
$55K 11,976 +11,976 New
Citadel Advisors
56
Citadel Advisors
Florida
$48K 10,469 +10,469 New
RJT
57
Raymond James Trust
Florida
$47K 10,300 -2,000 -16%
MFS
58
MSI Financial Services
Massachusetts
$41K 9,037 +6,182 +217%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$38K 8,296 +758 +10%
Citigroup
60
Citigroup
New York
$29K 6,326 +81 +1%
CFA
61
Carroll Financial Associates
North Carolina
$25K 5,500 – –
BAM
62
Bruderman Asset Management
New York
$18K 4,000 – –
ASN
63
Advisory Services Network
Georgia
$16K 3,500 – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$16K 3,400 – –
DAM
65
Delta Asset Management
Tennessee
$16K 3,485 – –
HNB
66
Huntington National Bank
Ohio
– – – –
MFW
67
Mosaic Family Wealth
Missouri
$9K 1,975 +1,975 New
WA
68
WFG Advisors
Texas
$7K 1,635 +1 +0.1%
PCM
69
Penserra Capital Management
California
$6K 1,360 +1,360 New
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$4K 931 +931 New
TRCT
71
Tower Research Capital (TRC)
New York
$3K 561 -5,290 -90%
SEI Investments
72
SEI Investments
Pennsylvania
$3K 600 – –
BC
73
Bartlett & Co
Ohio
$3K 725 – –
HCM
74
Highlander Capital Management
New Jersey
$2K 400 – –
ACM
75
Ashford Capital Management
Delaware
– – -669,520 Closed
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3
4