MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

81 hedge funds and large institutions have $153M invested in MFS Intermediate Income Trust in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$32.5M
2
PPA
2
Parametric Portfolio Associates
Washington
$6.6M
3
Invesco
3
Invesco
Georgia
$5.3M
4
AIC
4
Ameritas Investment Company
Nebraska
$600K
5
SFS
5
Shaker Financial Services
Virginia
$903K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$10.7M
2
RVPG
2
Relative Value Partners Group
$0
3
KIM
3
Karpus Investment Management
New York
$10.2M
4
SIA
4
Sit Investment Associates
Minnesota
$45.6M
5
Wells Fargo
5
Wells Fargo
California
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$48K 12,835 +89 +0.7%
SWM
52
SeaCrest Wealth Management
New York
$46K 12,425 -29 -0.2%
Truist Financial
53
Truist Financial
North Carolina
$44K 11,750 -775 -6%
HighTower Advisors
54
HighTower Advisors
Illinois
$43K 11,514 +714 +7%
RPC
55
Rossmore Private Capital
Connecticut
$42K 11,180 – –
Citigroup
56
Citigroup
New York
$42K 11,136 +2,021 +22%
CFGS
57
Concourse Financial Group Securities
Alabama
$41K 10,858 – –
AAS
58
Avantax Advisory Services
Texas
$41K 10,984 +235 +2%
WIC
59
Woodmont Investment Counsel
Tennessee
$37K 10,000 – –
BAM
60
Brave Asset Management
New Jersey
$37K 10,000 – –
AWA
61
Arkadios Wealth Advisors
Georgia
$23K 6,399 +5,208 +437%
US Bancorp
62
US Bancorp
Minnesota
$22K 6,000 – –
CFA
63
Carroll Financial Associates
North Carolina
$20K 5,500 – –
AIM
64
Anchor Investment Management
South Carolina
$18.7K 5,000 – –
MMG
65
Monetary Management Group
Missouri
$15K 4,000 – –
CWP
66
Concord Wealth Partners
Virginia
$14K 3,857 – –
AA
67
Addison Advisors
Vermont
$11K 2,841 +2,841 New
APA
68
American Portfolios Advisors
New York
$8.42K 2,250 – –
PWMG
69
Prestige Wealth Management Group
New Jersey
$8K 2,050 – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$7K 2,100 – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$2K 500 – –
HI
72
Harbour Investments
Wisconsin
$2K 660 – –
AFG
73
Albion Financial Group
Utah
$2K 631 +631 New
KFI
74
Key Financial Inc
Pennsylvania
$1K 150 – –
RG
75
Retirement Group
California
$1K 166 – –
1 2
3
4