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MFS Intermediate Income Trust
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Overview Fund Activity

74 hedge funds and large institutions have $161M invested in MFS Intermediate Income Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
$3.62M
2
Bank of America
Bank of America
North Carolina
$4.47M
3
Invesco
Invesco
Georgia
$5.46M
4
UBS Group
UBS Group
Switzerland
$2.11M
5
Morgan Stanley
Morgan Stanley
New York
$5.81M

Top Sellers

1
RVPG
Relative Value Partners Group
$15.2M
2
KIM
Karpus Investment Management
New York
$29.4M
3
SIA
Sit Investment Associates
Minnesota
$36.3M
4
SRC
Shufro Rose & Co
New York
$653K
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$55K +$55K +12,224 New
RJT
52
Raymond James Trust
Florida
$47K – – –
MFS
53
MSI Financial Services
Massachusetts
$31K -$711 -157 -2%
Citigroup
54
Citigroup
New York
$28K -$899 -198 -3%
CFA
55
Carroll Financial Associates
North Carolina
$24K – – –
DADC
56
D.A. Davidson & Co
Montana
$22K +$22K +5,000 New
BAM
57
Bruderman Asset Management
New York
$18K – – –
ASN
58
Advisory Services Network
Georgia
$16K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$15K – – –
DAM
60
Delta Asset Management
Tennessee
$15K – – –
HNB
61
Huntington National Bank
Ohio
$14K -$14K – –
GWM
62
Geneos Wealth Management
Colorado
$10K – – –
MFW
63
Mosaic Family Wealth
Missouri
$9K – – –
PCM
64
Penserra Capital Management
California
$7K +$1.84K +452 +36%
HW
65
Hedeker Wealth
Illinois
$6.05K +$6.05K +27 New
WAM
66
Wealthspire Advisors (Maryland)
Maryland
$5K +$110 +22 +2%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +1,200 New
AWMS
68
Advocacy Wealth Management Services
Georgia
$4K -$60.5K -14,481 -94%
NFG
69
Next Financial Group
Texas
$4K – – –
SEI Investments
70
SEI Investments
Pennsylvania
$4K +$1.23K +266 +44%
BC
71
Bartlett & Co
Ohio
$3K – – –
IA
72
IFP Advisors
Florida
$3K – – –
HCM
73
Highlander Capital Management
New Jersey
$2K – – –
US Bancorp
74
US Bancorp
Minnesota
$1K -$9.93K -3,089 -91%
SFS
75
Shaker Financial Services
Virginia
– -$521K -112,200 Closed
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