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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $167M invested in MFS Intermediate Income Trust in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$7.31M
2
SIA
Sit Investment Associates
Minnesota
+$1.36M
3
Wells Fargo
Wells Fargo
California
+$606K
4
LPL Financial
LPL Financial
California
+$362K
5
DAS
Dynamic Advisor Solutions
Arizona
+$249K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.37M
2
Bank of America
Bank of America
North Carolina
-$1.04M
3
SRC
Shufro Rose & Co
New York
-$582K
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$533K
5
BRWA
B. Riley Wealth Advisors
Florida
-$318K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$43K +$1.17K +300 +3%
RJT
52
Raymond James Trust
Florida
$40K – – –
HWM
53
Holloway Wealth Management
Florida
$31K -$33K – –
Citigroup
54
Citigroup
New York
$28K +$3.37K +842 +14%
SWP
55
Strategic Wealth Partners
Ohio
$27K +$27K +6,950 New
AIM
56
Anchor Investment Management
South Carolina
$23.6K – – –
CFA
57
Carroll Financial Associates
North Carolina
$21K – – –
IA
58
IFP Advisors
Florida
$17K – – –
BAM
59
Bruderman Asset Management
New York
$16K +$16K +4,000 New
SEI Investments
60
SEI Investments
Pennsylvania
$15K +$6.59K +1,650 +78%
MOS
61
MGO One Seven
Ohio
$13K -$5.56K -1,408 -30%
DAM
62
Delta Asset Management
Tennessee
$13K – – –
SFM
63
Signet Financial Management
New Jersey
$12K +$12K +3,000 New
SWP
64
Stratos Wealth Partners
Ohio
$11K – – –
GWM
65
Geneos Wealth Management
Colorado
$9K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$9K +$9K +2,384 New
APA
67
American Portfolios Advisors
New York
$8.84K – – –
MFW
68
Mosaic Family Wealth
Missouri
$8K – – –
RFM
69
Royal Fund Management
Florida
$5K – – –
TCOV
70
Trust Company of Vermont
Vermont
$4K – – –
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$4K +$92 +26 +2%
BC
72
Bartlett & Co
Ohio
$3K – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.85K +$2.85K +725 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$2K – – –
HCM
75
Highlander Capital Management
New Jersey
$2K – – –
1 2
3
4