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MFS Intermediate Income Trust
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Overview Fund Activity

78 hedge funds and large institutions have $180M invested in MFS Intermediate Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$49.4M
2
1CP
2
1607 Capital Partners
Virginia
$42.1M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.08M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$991K
5
SFS
5
Shaker Financial Services
Virginia
$731K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.57M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$2.92M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$45K +$343 +91 +0.8%
AG
52
Advisor Group
Arizona
$43K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$39K +$39K +10,142 New
WAM
54
Wolverine Asset Management
Illinois
$39K +$39K +10,486 New
CFA
55
Capstone Financial Advisors
Illinois
$38K – – –
WIC
56
Woodmont Investment Counsel
Tennessee
$38K – – –
BAM
57
Brave Asset Management
New Jersey
$38K – – –
MMG
58
Monetary Management Group
Missouri
$37K – – –
Citigroup
59
Citigroup
New York
$27K -$18.5K -4,828 -41%
SWP
60
Strategic Wealth Partners
Ohio
$26K – – –
AIM
61
Anchor Investment Management
South Carolina
$22.8K – – –
CFA
62
Carroll Financial Associates
North Carolina
$20K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$20K – – –
TFS
64
TrustCore Financial Services
Tennessee
$10K +$10K +2,536 New
TA
65
TCG Advisors
Texas
$10K +$10K +2,541 New
APA
66
American Portfolios Advisors
New York
$8.55K – – –
MFW
67
Mosaic Family Wealth
Missouri
$8K – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$8K – – –
BAM
69
Bruderman Asset Management
New York
$7K – – –
DAM
70
Delta Asset Management
Tennessee
$7K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$6K +$6K +1,523 New
RFM
72
Royal Fund Management
Florida
$5K – – –
BC
73
Bartlett & Co
Ohio
$3K – – –
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$3K +$67 +15 +2%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$2.76K – – –
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3
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