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MFS Intermediate Income Trust
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Overview Fund Activity

90 hedge funds and large institutions have $163M invested in MFS Intermediate Income Trust in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
18
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.16M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.93M
3
EW
Evoke Wealth
California
+$1.56M
4
SFS
Shaker Financial Services
Virginia
+$577K
5
DAS
Dynamic Advisor Solutions
Arizona
+$401K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$7.73M
2
Wells Fargo
Wells Fargo
California
-$6.44M
3
BlackRock
BlackRock
New York
-$3.32M
4
CAN
Claraphi Advisory Network
United States
-$653K
5
Invesco
Invesco
Georgia
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$65K -$3.12K -834 -5%
NB
52
NBT Bank
New York
$63K +$63K +17,000 New
DC
53
Davenport & Co
Virginia
$61K – – –
PTC
54
Philadelphia Trust Company
Pennsylvania
$60K – – –
PA
55
Parallel Advisors
California
$58K +$1.28K +345 +2%
NL
56
NVWM LLC
Pennsylvania
$56K – – –
Jane Street
57
Jane Street
New York
$54K -$92.9K -25,085 -63%
LA
58
LVW Advisors
New York
$52K +$52K +14,075 New
SAM
59
SignalPoint Asset Management
Missouri
$47K +$382 +102 +0.8%
SWM
60
SeaCrest Wealth Management
New York
$45K -$222 -60 -0.5%
GCP
61
Gill Capital Partners
Colorado
$45K +$45K +12,035 New
Truist Financial
62
Truist Financial
North Carolina
$44K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$41K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$40K – – –
JHCP
65
Jackson Hole Capital Partners
Oklahoma
$40K – – –
IAIM
66
International Assets Investment Management
Florida
$39K -$7.94K -2,150 -17%
BAM
67
Brave Asset Management
New Jersey
$37K – – –
WIC
68
Woodmont Investment Counsel
Tennessee
$37K – – –
Citigroup
69
Citigroup
New York
$35K -$1.44K -394 -4%
JWM
70
Jeppson Wealth Management
California
$24K +$24K +6,500 New
PFS
71
Prospera Financial Services
Texas
$22K +$22K +6,000 New
CFA
72
Carroll Financial Associates
North Carolina
$20K – – –
AIM
73
Anchor Investment Management
South Carolina
$18.7K – – –
MMG
74
Monetary Management Group
Missouri
$15K – – –
CAL
75
Capital Analysts LLC
Pennsylvania
$13K +$13K +3,600 New
1 2
3
4