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MFS Intermediate Income Trust
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Overview Fund Activity

74 hedge funds and large institutions have $181M invested in MFS Intermediate Income Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.35M
2
CS
Credit Suisse
Switzerland
+$860K
3
SFS
Shaker Financial Services
Virginia
+$739K
4
AA
Ancora Advisors
Ohio
+$468K
5
RVPG
Relative Value Partners Group
+$288K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.95M
2
KIM
Karpus Investment Management
New York
-$1.61M
3
ICM
Ionic Capital Management
New York
-$856K
4
Bank of America
Bank of America
North Carolina
-$293K
5
Invesco
Invesco
Georgia
-$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$39K -$3.89K -1,000 -9%
BAM
52
Brave Asset Management
New Jersey
$38K – – –
WIC
53
Woodmont Investment Counsel
Tennessee
$38K – – –
FIA
54
FNY Investment Advisers
New York
$38K +$38K +10,040 New
MMG
55
Monetary Management Group
Missouri
$37K – – –
CFA
56
Carroll Financial Associates
North Carolina
$21K – – –
AIM
57
Anchor Investment Management
South Carolina
$19.1K – – –
NFG
58
Next Financial Group
Texas
$12K +$3.82K +976 +47%
APA
59
American Portfolios Advisors
New York
$8.6K – – –
PWMG
60
Prestige Wealth Management Group
New Jersey
$8K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$8K +$8K +2,100 New
PCG
62
Private Capital Group
Connecticut
$8K +$8K +2,150 New
CFGS
63
Concourse Financial Group Securities
Alabama
$7K -$22K -5,500 -76%
SFS
64
Sowell Financial Services
Arkansas
$6K +$6K +1,495 New
RFM
65
Royal Fund Management
Florida
$5K – – –
RIA
66
Realta Investment Advisors
Delaware
$4K – – –
BC
67
Bartlett & Co
Ohio
$3K – – –
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$3K +$68 +16 +2%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$2.77K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$2K -$336 -84 -14%
HCM
71
Highlander Capital Management
New Jersey
$2K – – –
DAM
72
Delta Asset Management
Tennessee
$2K – – –
SWP
73
Strategic Wealth Partners
Ohio
$26 – – –
KIM
74
Karpus Investment Management
New York
– -$1.61M -418,175 Closed
ICM
75
Ionic Capital Management
New York
– -$856K -221,849 Closed
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