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MFS Intermediate Income Trust

82 hedge funds and large institutions have $158M invested in MFS Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-12
Holders Change %
-12.77%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
26
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$47K +$391 +106 +0.8%
Truist Financial
52
Truist Financial
North Carolina
$47K +$2.91K +775 +7%
SWM
53
SeaCrest Wealth Management
New York
$46K +$676 +183 +1%
RPC
54
Rossmore Private Capital
Connecticut
$42K
HighTower Advisors
55
HighTower Advisors
Illinois
$40K
CFGS
56
Concourse Financial Group Securities
Alabama
$40K
AAS
57
Avantax Advisory Services
Texas
$40K +$40K +10,749 New
BAM
58
Brave Asset Management
New Jersey
$37K
WIC
59
Woodmont Investment Counsel
Tennessee
$37K
Citigroup
60
Citigroup
New York
$33K -$171K -47,103 -84%
RWM
61
RBA Wealth Management
California
$23.1K +$23.1K +6,200 New
US Bancorp
62
US Bancorp
Minnesota
$22K
CFA
63
Carroll Financial Associates
North Carolina
$20K
AIM
64
Anchor Investment Management
South Carolina
$18.6K
MMG
65
Monetary Management Group
Missouri
$15K
CWP
66
Concord Wealth Partners
Virginia
$14K
APA
67
American Portfolios Advisors
New York
$8.37K
PWMG
68
Prestige Wealth Management Group
New Jersey
$8K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$7K
AWA
70
Arkadios Wealth Advisors
Georgia
$4K -$1.73K -514 -30%
HNB
71
Huntington National Bank
Ohio
$4K
SFS
72
Sowell Financial Services
Arkansas
$4K +$323 +80 +9%
BC
73
Bartlett & Co
Ohio
$3K
BCWM
74
Bartlett & Co Wealth Management
Ohio
$2.7K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$2K