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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 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$47.3M
3
RVPG
3
Relative Value Partners Group
$11.6M
4
MFW
4
Meristem Family Wealth
Minnesota
$170K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$213K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$27.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$811K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.94M
4
Bank of America
4
Bank of America
North Carolina
$3.32M
5
AA
5
Ancora Advisors
Ohio
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$43K -$17.7K -4,893 -29%
BTS
52
BB&T Securities
Virginia
$43K – – –
AG
53
Advisor Group
Arizona
$40K – – –
BAM
54
Brave Asset Management
New Jersey
$37K – – –
CFA
55
Capstone Financial Advisors
Illinois
$37K +$37K +10,000 New
WIC
56
Woodmont Investment Counsel
Tennessee
$37K +$37K +10,000 New
MMG
57
Monetary Management Group
Missouri
$36K – – –
HWM
58
Holloway Wealth Management
Florida
$33K -$59K – –
SWP
59
Strategic Wealth Partners
Ohio
$26K – – –
AIM
60
Anchor Investment Management
South Carolina
$22K – – –
CFA
61
Carroll Financial Associates
North Carolina
$20K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$20K +$20K +5,500 New
BOPW
63
Brandywine Oak Private Wealth
Pennsylvania
$19K +$19K +5,230 New
APA
64
American Portfolios Advisors
New York
$8.26K – – –
PWMG
65
Prestige Wealth Management Group
New Jersey
$8K +$8K +2,050 New
DAM
66
Delta Asset Management
Tennessee
$7K -$5.57K -1,500 -44%
MFW
67
Mosaic Family Wealth
Missouri
$7K – – –
BAM
68
Bruderman Asset Management
New York
$7K +$7K +1,777 New
RFM
69
Royal Fund Management
Florida
$5K – – –
MOS
70
MGO One Seven
Ohio
$5K +$5K +1,628 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$4K +$1.78K +500 +81%
BC
72
Bartlett & Co
Ohio
$3K – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.66K – – –
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$2K +$2K +661 New
HCM
75
Highlander Capital Management
New Jersey
$1K – – –
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3
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