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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$11.3M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.7M
3
RVPG
Relative Value Partners Group
+$2.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$403K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$390K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$598K
2
Morgan Stanley
Morgan Stanley
New York
-$564K
3
LPL Financial
LPL Financial
California
-$538K
4
AG
Advisor Group
Arizona
-$504K
5
Wells Fargo
Wells Fargo
California
-$501K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$44K – – –
HWM
52
Holloway Wealth Management
Florida
$34K -$36K – –
Citigroup
53
Citigroup
New York
$27K -$60 -14 -0.2%
AIM
54
Anchor Investment Management
South Carolina
$25.9K +$25.9K +6,000 New
CFA
55
Carroll Financial Associates
North Carolina
$23K – – –
DAM
56
Delta Asset Management
Tennessee
$15K – – –
ASN
57
Advisory Services Network
Georgia
$15K +$15K +3,500 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
HNB
59
Huntington National Bank
Ohio
$13K -$13K – –
PCM
60
Penserra Capital Management
California
$12K +$3.65K +849 +44%
MFW
61
Mosaic Family Wealth
Missouri
$9K – – –
GWM
62
Geneos Wealth Management
Colorado
$9K – – –
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$7K +$2.48K +560 +55%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$6K -$3.17K -695 -35%
RFM
65
Royal Fund Management
Florida
$6K – – –
ECM
66
Estabrook Capital Management
New York
$5.39K +$5.39K +1,250 New
CHC
67
City Holding Co
West Virginia
$4K – – –
SEI Investments
68
SEI Investments
Pennsylvania
$3K – – –
BC
69
Bartlett & Co
Ohio
$3K – – –
AF
70
Allworth Financial
California
$3K +$3K +767 New
HCM
71
Highlander Capital Management
New Jersey
$2K – – –
WT
72
Whittier Trust
California
$1K +$1K +149 New
VKH
73
Virtu KCG Holdings
New York
– -$230K -51,695 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$89K -20,019 Closed
Squarepoint
75
Squarepoint
New York
– -$84K -18,900 Closed
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