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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $166M invested in MFS Intermediate Income Trust in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.57M
2
LPL Financial
LPL Financial
California
+$3.24M
3
SIA
Sit Investment Associates
Minnesota
+$2.38M
4
Bank of America
Bank of America
North Carolina
+$1.22M
5
1CP
1607 Capital Partners
Virginia
+$904K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$6.82M
2
RVPG
Relative Value Partners Group
-$1.95M
3
Morgan Stanley
Morgan Stanley
New York
-$1.43M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$314K
5
PLFAM
Pineno Levin & Ford Asset Management
Virginia
-$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$44K -$6.29K -1,500 -13%
BTS
52
BB&T Securities
Virginia
$44K – – –
RJT
53
Raymond James Trust
Florida
$43K – – –
WIC
54
Woodmont Investment Counsel
Tennessee
$42K +$42K +10,000 New
HWM
55
Holloway Wealth Management
Florida
$33K -$34K – –
Citigroup
56
Citigroup
New York
$25K -$20 -5 -0.1%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K – – –
AIM
58
Anchor Investment Management
South Carolina
$24.9K – – –
CFA
59
Carroll Financial Associates
North Carolina
$22K -$84 -21 -0.4%
MOS
60
MGO One Seven
Ohio
$20K +$20K +4,699 New
IA
61
IFP Advisors
Florida
$17K – – –
DAM
62
Delta Asset Management
Tennessee
$14K – – –
SWP
63
Stratos Wealth Partners
Ohio
$12K +$12K +2,828 New
APA
64
American Portfolios Advisors
New York
$9.34K +$9.34K +2,250 New
SEI Investments
65
SEI Investments
Pennsylvania
$9K – – –
GWM
66
Geneos Wealth Management
Colorado
$9K – – –
MFW
67
Mosaic Family Wealth
Missouri
$8K – – –
CA
68
Calton & Associates
Florida
$8K +$8K +2,066 New
RFM
69
Royal Fund Management
Florida
$6K – – –
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$5K -$2.45K -544 -33%
TCOV
71
Trust Company of Vermont
Vermont
$4K +$4K +930 New
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$3.47K -$83 -20,120 -2%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$3K – – –
BC
74
Bartlett & Co
Ohio
$3K – – –
HCM
75
Highlander Capital Management
New Jersey
$2K – – –
1 2
3
4