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MFS Intermediate Income Trust
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Overview Fund Activity

70 hedge funds and large institutions have $170M invested in MFS Intermediate Income Trust in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.13M
2
Morgan Stanley
Morgan Stanley
New York
+$647K
3
PAG
Private Advisor Group
New Jersey
+$230K
4
AA
Ancora Advisors
Ohio
+$189K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$95.5K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$8.26M
2
RVPG
Relative Value Partners Group
-$1.12M
3
Wells Fargo
Wells Fargo
California
-$1.05M
4
SRC
Shufro Rose & Co
New York
-$605K
5
1CP
1607 Capital Partners
Virginia
-$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$50K +$50K +11,791 New
BTS
52
BB&T Securities
Virginia
$46K – – –
RJT
53
Raymond James Trust
Florida
$44K – – –
HWM
54
Holloway Wealth Management
Florida
$34K -$35K – –
Citigroup
55
Citigroup
New York
$26K -$42 -10 -0.2%
AIM
56
Anchor Investment Management
South Carolina
$25.7K – – –
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.7K +$25.7K +6,000 New
CFA
58
Carroll Financial Associates
North Carolina
$23K +$87 +21 +0.4%
IA
59
IFP Advisors
Florida
$18K +$4.28K +976 +31%
ASN
60
Advisory Services Network
Georgia
$15K – – –
DAM
61
Delta Asset Management
Tennessee
$14K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$9K – – –
GWM
63
Geneos Wealth Management
Colorado
$9K – – –
MFW
64
Mosaic Family Wealth
Missouri
$8K – – –
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$7K +$157 +37 +2%
PCM
66
Penserra Capital Management
California
$6K -$5.79K -1,506 -49%
RFM
67
Royal Fund Management
Florida
$6K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$3K -$6.03K -1,248 -67%
BC
69
Bartlett & Co
Ohio
$3K – – –
HCM
70
Highlander Capital Management
New Jersey
$2K – – –
WT
71
Whittier Trust
California
$1K – – –
IFWM
72
Institute for Wealth Management
Colorado
– -$83K -19,370 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$44K -10,238 Closed
SFM
74
Signet Financial Management
New Jersey
– -$43K -10,000 Closed
Creative Planning
75
Creative Planning
Kansas
– -$22K -5,200 Closed
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