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MFS Intermediate Income Trust
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Overview Fund Activity

94 hedge funds and large institutions have $171M invested in MFS Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
22
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.17M
2
Ameriprise
Ameriprise
Minnesota
+$628K
3
EW
Evoke Wealth
California
+$393K
4
SFS
Shaker Financial Services
Virginia
+$222K
5
SIA
Sit Investment Associates
Minnesota
+$213K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.5M
2
1CP
1607 Capital Partners
Virginia
-$1.31M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.18M
4
SRC
Shufro Rose & Co
New York
-$377K
5
Bank of America
Bank of America
North Carolina
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$62K – – –
PTC
52
Philadelphia Trust Company
Pennsylvania
$61K – – –
PA
53
Parallel Advisors
California
$61K +$1.35K +352 +2%
NL
54
NVWM LLC
Pennsylvania
$57K – – –
SAM
55
SignalPoint Asset Management
Missouri
$48K +$403 +106 +0.8%
SWM
56
SeaCrest Wealth Management
New York
$47K +$475 +124 +1%
GCP
57
Gill Capital Partners
Colorado
$45K – – –
Truist Financial
58
Truist Financial
North Carolina
$45K – – –
RPC
59
Rossmore Private Capital
Connecticut
$43K +$43K +11,180 New
CFGS
60
Concourse Financial Group Securities
Alabama
$41K – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$41K – – –
IAIM
62
International Assets Investment Management
Florida
$40K – – –
Stifel Financial
63
Stifel Financial
Missouri
$40K +$40K +10,456 New
BAM
64
Brave Asset Management
New Jersey
$38K – – –
WIC
65
Woodmont Investment Counsel
Tennessee
$38K – – –
US Bancorp
66
US Bancorp
Minnesota
$23K +$23K +6,000 New
CFA
67
Carroll Financial Associates
North Carolina
$20K – – –
AIM
68
Anchor Investment Management
South Carolina
$19.1K – – –
MMG
69
Monetary Management Group
Missouri
$15K – – –
CWP
70
Concord Wealth Partners
Virginia
$15K +$15K +3,857 New
CAL
71
Capital Analysts LLC
Pennsylvania
$14K – – –
FIA
72
FNY Investment Advisers
New York
$13K +$13K +3,581 New
AA
73
Addison Advisors
Vermont
$11K +$11K +2,841 New
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$9K +$9K +2,432 New
APA
75
American Portfolios Advisors
New York
$8.57K – – –
1 2
3
4 5