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MFS Intermediate Income Trust
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Overview Fund Activity

71 hedge funds and large institutions have $160M invested in MFS Intermediate Income Trust in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$15.1M
2
Wells Fargo
2
Wells Fargo
California
$44.8M
3
1CP
3
1607 Capital Partners
Virginia
$26.1M
4
SRC
4
Shufro Rose & Co
New York
$465K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$529K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$34.1M
2
LPL Financial
2
LPL Financial
California
$790K
3
LCM
3
Laurion Capital Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.62M
5
RVPG
5
Relative Value Partners Group
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$42K -$11.4K -3,000 -21%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$42K +$3.22K +848 +8%
RJT
53
Raymond James Trust
Florida
$39K – – –
BRWA
54
B. Riley Wealth Advisors
Florida
$39K +$468 +122 +1%
BAM
55
Brave Asset Management
New Jersey
$38K -$67.6K -17,800 -64%
MMG
56
Monetary Management Group
Missouri
$37K -$9.44K -2,500 -20%
SWP
57
Strategic Wealth Partners
Ohio
$26K – – –
AIM
58
Anchor Investment Management
South Carolina
$22.6K – – –
CFA
59
Carroll Financial Associates
North Carolina
$20K – – –
DAM
60
Delta Asset Management
Tennessee
$13K – – –
SWP
61
Stratos Wealth Partners
Ohio
$11K +$11K +2,828 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +2,400 New
APA
63
American Portfolios Advisors
New York
$8.46K – – –
MFW
64
Mosaic Family Wealth
Missouri
$7K – – –
SFM
65
Signet Financial Management
New Jersey
$6K – – –
RFM
66
Royal Fund Management
Florida
$5K – – –
BC
67
Bartlett & Co
Ohio
$3K – – –
BCWM
68
Bartlett & Co Wealth Management
Ohio
$2.73K – – –
HCM
69
Highlander Capital Management
New Jersey
$2K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$2K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$1K +$15 +4 +1%
LCM
72
Laurion Capital Management
New York
– -$247K -64,067 Closed
VF
73
Virtu Financial
New York
– -$97K -25,109 Closed
Ameriprise
74
Ameriprise
Minnesota
– -$86K -22,327 Closed
SFS
75
Shaker Financial Services
Virginia
– -$80K -20,629 Closed
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