MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

72 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.3M
2
1CP
1607 Capital Partners
Virginia
$10.7M
3
SIA
Sit Investment Associates
Minnesota
$36.6M
4
SRC
Shufro Rose & Co
New York
$582K
5
LCM
Landscape Capital Management
New Jersey
$724K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
2
LCM
Laurion Capital Management
New York
$0
3
KIM
Karpus Investment Management
New York
$26.4M
4
RVPG
Relative Value Partners Group
$14.4M
5
LPL Financial
LPL Financial
California
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$47K -$79.1K -17,708 -63%
RJT
52
Raymond James Trust
Florida
$45K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$43K -$57.5K -12,811 -57%
HWM
54
Holloway Wealth Management
Florida
$36K – – –
MFS
55
MSI Financial Services
Massachusetts
$30K +$26 +6 +0.1%
Citigroup
56
Citigroup
New York
$28K +$473 +106 +2%
CFA
57
Carroll Financial Associates
North Carolina
$24K – – –
BAM
58
Bruderman Asset Management
New York
$18K – – –
DAM
59
Delta Asset Management
Tennessee
$15K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +3,140 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$13.4K +$13.4K +3,022 New
HNB
62
Huntington National Bank
Ohio
$13K -$14K – –
GWM
63
Geneos Wealth Management
Colorado
$10K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$9K -$6.22K -1,389 -41%
MFW
65
Mosaic Family Wealth
Missouri
$9K – – –
PCM
66
Penserra Capital Management
California
$8K +$887 +215 +12%
RFM
67
Royal Fund Management
Florida
$6K +$6K +1,500 New
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$5K +$113 +23 +2%
CHC
69
City Holding Co
West Virginia
$4K +$4K +862 New
SEI Investments
70
SEI Investments
Pennsylvania
$3K -$392 -100 -12%
BC
71
Bartlett & Co
Ohio
$3K – – –
HCM
72
Highlander Capital Management
New Jersey
$2K – – –
US Bancorp
73
US Bancorp
Minnesota
$1K – – –
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
– -$3.9M -861,057 Closed
LCM
75
Laurion Capital Management
New York
– -$3.62M -798,871 Closed
1 2
3
4