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MFS Intermediate Income Trust
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Overview Fund Activity

69 hedge funds and large institutions have $183M invested in MFS Intermediate Income Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-9
Holders Change %
-11.54%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
19
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.47M
2
1CP
1607 Capital Partners
Virginia
+$3.73M
3
ICM
Ionic Capital Management
New York
+$470K
4
Invesco
Invesco
Georgia
+$227K
5
AIC
Ameritas Investment Company
Nebraska
+$201K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.29M
2
AA
Ancora Advisors
Ohio
-$1.82M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.08M
4
Bank of America
Bank of America
North Carolina
-$901K
5
SFS
Shaker Financial Services
Virginia
-$731K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$28K +$6.76K +1,750 +32%
Citigroup
52
Citigroup
New York
$27K -$131 -34 -0.5%
SWP
53
Strategic Wealth Partners
Ohio
$26K – – –
CFA
54
Carroll Financial Associates
North Carolina
$21K – – –
AIM
55
Anchor Investment Management
South Carolina
$19.3K -$3.86K -1,000 -17%
TFS
56
TrustCore Financial Services
Tennessee
$10K – – –
TA
57
TCG Advisors
Texas
$10K – – –
US Bancorp
58
US Bancorp
Minnesota
$10K +$10K +2,500 New
APA
59
American Portfolios Advisors
New York
$8.69K – – –
PWMG
60
Prestige Wealth Management Group
New Jersey
$8K – – –
NFG
61
Next Financial Group
Texas
$8K +$8K +2,094 New
RFM
62
Royal Fund Management
Florida
$5K – – –
RIA
63
Realta Investment Advisors
Delaware
$4K +$4K +1,000 New
BC
64
Bartlett & Co
Ohio
$3K – – –
GWMIA
65
Global Wealth Management Investment Advisory
Florida
$3K +$69 +16 +2%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$2.8K – – –
DAM
67
Delta Asset Management
Tennessee
$2K -$7.43K -1,485 -79%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$2K – – –
HCM
69
Highlander Capital Management
New Jersey
$2K – – –
Geode Capital Management
70
Geode Capital Management
Massachusetts
– -$1.08M -284,693 Closed
SFS
71
Shaker Financial Services
Virginia
– -$731K -192,497 Closed
WAM
72
Weiss Asset Management
Massachusetts
– -$165K -43,391 Closed
GIP
73
Greatmark Investment Partners
Georgia
– -$107K -28,244 Closed
Millennium Management
74
Millennium Management
New York
– -$82K -21,657 Closed
TSS
75
Two Sigma Securities
New York
– -$72K -19,078 Closed
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