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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.82M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.34M
3
1CP
1607 Capital Partners
Virginia
+$2.84M
4
Morgan Stanley
Morgan Stanley
New York
+$618K
5
PPA
Parametric Portfolio Associates
Washington
+$383K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.5M
2
CS
Credit Suisse
Switzerland
-$860K
3
Bank of America
Bank of America
North Carolina
-$391K
4
LCM
Landscape Capital Management
New Jersey
-$323K
5
AA
Ancora Advisors
Ohio
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$50K – – –
SAM
52
SignalPoint Asset Management
Missouri
$46K +$365 +97 +0.8%
Truist Financial
53
Truist Financial
North Carolina
$45K +$45K +11,750 New
HighTower Advisors
54
HighTower Advisors
Illinois
$41K -$3.8K -1,000 -8%
BSW
55
Buckingham Strategic Wealth
Missouri
$40K +$40K +10,535 New
BAM
56
Brave Asset Management
New Jersey
$38K – – –
WIC
57
Woodmont Investment Counsel
Tennessee
$38K – – –
MMG
58
Monetary Management Group
Missouri
$37K – – –
Citigroup
59
Citigroup
New York
$36K -$8.27K -2,218 -19%
CFGS
60
Concourse Financial Group Securities
Alabama
$33K +$26.4K +7,000 +400%
CFA
61
Carroll Financial Associates
North Carolina
$20K – – –
AIM
62
Anchor Investment Management
South Carolina
$19K – – –
AA
63
Argent Advisors
Louisiana
$15K +$15K +4,000 New
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +3,749 New
AG
65
Advisor Group
Arizona
$10K -$28.3K -7,408 -74%
APA
66
American Portfolios Advisors
New York
$8.55K – – –
PWMG
67
Prestige Wealth Management Group
New Jersey
$8K – – –
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$8K – – –
RFM
69
Royal Fund Management
Florida
$5K – – –
SFS
70
Sowell Financial Services
Arkansas
$4K -$2.32K -548 -37%
RIA
71
Realta Investment Advisors
Delaware
$4K – – –
PAM
72
Panagora Asset Management
Massachusetts
$4K +$4K +1,127 New
GWMIA
73
Global Wealth Management Investment Advisory
Florida
$3K +$66 +16 +2%
TPWA
74
TRUE Private Wealth Advisors
Oregon
$3K +$3K +1,026 New
BCWM
75
Bartlett & Co Wealth Management
Ohio
$2.76K – – –
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