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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
14
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$1.8M
3
CAN
Claraphi Advisory Network
United States
+$802K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$275K
5
DWM
Dakota Wealth Management
Florida
+$268K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$11.4M
2
1CP
1607 Capital Partners
Virginia
-$3.39M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$811K
5
SFS
Shaker Financial Services
Virginia
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$44K +$44K +12,340 New
GCP
52
Gill Capital Partners
Colorado
$43K +$43K +12,035 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$42K -$21.1K -5,833 -33%
Truist Financial
54
Truist Financial
North Carolina
$42K – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$39K – – –
LPL Financial
56
LPL Financial
California
$37K -$21.7K -6,092 -37%
BAM
57
Brave Asset Management
New Jersey
$36K – – –
WIC
58
Woodmont Investment Counsel
Tennessee
$36K – – –
Citigroup
59
Citigroup
New York
$32K -$2.78K -772 -8%
CFGS
60
Concourse Financial Group Securities
Alabama
$32K – – –
CFA
61
Carroll Financial Associates
North Carolina
$19K – – –
AIM
62
Anchor Investment Management
South Carolina
$18K – – –
MMG
63
Monetary Management Group
Missouri
$14K -$20.3K -5,800 -59%
PAM
64
Panagora Asset Management
Massachusetts
$10K +$6.12K +1,774 +157%
APA
65
American Portfolios Advisors
New York
$8.1K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$8K – – –
PWMG
67
Prestige Wealth Management Group
New Jersey
$7K – – –
RFM
68
Royal Fund Management
Florida
$5K – – –
LWM
69
Liberty Wealth Management
California
$4K +$4K +1,171 New
SFS
70
Sowell Financial Services
Arkansas
$3K -$71 -22 -2%
GWMIA
71
Global Wealth Management Investment Advisory
Florida
$3K +$65 +16 +2%
BC
72
Bartlett & Co
Ohio
$3K +$3K +725 New
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.61K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$2K – – –
DAM
75
Delta Asset Management
Tennessee
$1K – – –
1 2
3
4