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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $174M invested in MFS Intermediate Income Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.31M
2
Wells Fargo
Wells Fargo
California
+$1.25M
3
1CP
1607 Capital Partners
Virginia
+$1.1M
4
LPL Financial
LPL Financial
California
+$1.09M
5
KIM
Karpus Investment Management
New York
+$646K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$1.66M
2
SRC
Shufro Rose & Co
New York
-$657K
3
FIMG
Financial & Investment Management Group
Michigan
-$490K
4
HighTower Advisors
HighTower Advisors
Illinois
-$418K
5
Morgan Stanley
Morgan Stanley
New York
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
51
Signet Financial Management
New Jersey
$65K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$62K -$4.13K -900 -6%
MMG
53
Monetary Management Group
Missouri
$61K – – –
OIA
54
Optimum Investment Advisors
Illinois
$60K +$1.35K +295 +2%
RJT
55
Raymond James Trust
Florida
$48K – – –
Citadel Advisors
56
Citadel Advisors
Florida
$47K -$1.74K -373 -4%
SAM
57
SignalPoint Asset Management
Missouri
$47K +$47K +10,103 New
AWMS
58
Advocacy Wealth Management Services
Georgia
$45K +$45K +9,815 New
HNB
59
Huntington National Bank
Ohio
$39K -$14K – –
MFS
60
MSI Financial Services
Massachusetts
$36K -$5.97K -1,286 -14%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$32K -$6.78K -1,451 -17%
Citigroup
62
Citigroup
New York
$29K -$301 -65 -1%
CFA
63
Carroll Financial Associates
North Carolina
$25K – – –
BAM
64
Bruderman Asset Management
New York
$18K – – –
US Bancorp
65
US Bancorp
Minnesota
$16K -$80K -17,000 -83%
DAM
66
Delta Asset Management
Tennessee
$16K -$473 -100 -3%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16K – – –
ASN
68
Advisory Services Network
Georgia
$16K – – –
GWM
69
Geneos Wealth Management
Colorado
$10K +$10K +2,302 New
MFW
70
Mosaic Family Wealth
Missouri
$9K – – –
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$4K +$92 +22 +2%
SEI Investments
72
SEI Investments
Pennsylvania
$3K – – –
BC
73
Bartlett & Co
Ohio
$3K – – –
HCM
74
Highlander Capital Management
New Jersey
$2K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$1K -$3.68K -441 -79%
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