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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $145M invested in MFS Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$37.2M
2
SIA
2
Sit Investment Associates
Minnesota
$46.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.36M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$977K
5
Bank of America
5
Bank of America
North Carolina
$2.05M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$485K
2
Wells Fargo
2
Wells Fargo
California
$18.8M
3
1CP
3
1607 Capital Partners
Virginia
$9.77M
4
SFS
4
Shaker Financial Services
Virginia
$528K
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$44K 12,202 +12,202 New
Truist Financial
52
Truist Financial
North Carolina
$43K 11,750 – –
AAS
53
Avantax Advisory Services
Texas
$41K 11,107 +123 +1%
HighTower Advisors
54
HighTower Advisors
Illinois
$39K 10,800 -714 -6%
MOS
55
MGO One Seven
Ohio
$39K 10,818 +10,818 New
RPC
56
Rossmore Private Capital
Connecticut
$37K 10,275 -905 -8%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$37K 10,141 +10,141 New
WIC
58
Woodmont Investment Counsel
Tennessee
$36K 10,000 – –
BAM
59
Brave Asset Management
New Jersey
$36K 10,000 – –
CFGS
60
Concourse Financial Group Securities
Alabama
$32K 8,750 -2,108 -19%
Citigroup
61
Citigroup
New York
$29K 8,068 -3,068 -28%
US Bancorp
62
US Bancorp
Minnesota
$22K 6,000 – –
CFA
63
Carroll Financial Associates
North Carolina
$19K 5,500 – –
AIM
64
Anchor Investment Management
South Carolina
$18.1K 5,000 – –
MMG
65
Monetary Management Group
Missouri
$14K 4,000 – –
CWP
66
Concord Wealth Partners
Virginia
$14K 3,857 – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$12K 3,450 +1,350 +64%
AA
68
Addison Advisors
Vermont
$10K 2,841 – –
APA
69
American Portfolios Advisors
New York
$8.15K 2,250 – –
PWMG
70
Prestige Wealth Management Group
New Jersey
$7K 2,050 – –
AWA
71
Arkadios Wealth Advisors
Georgia
$2K 702 -5,697 -89%
HI
72
Harbour Investments
Wisconsin
$2K 660 – –
AFG
73
Albion Financial Group
Utah
$2K 631 – –
DAM
74
Delta Asset Management
Tennessee
$1K 400 – –
HCM
75
Highlander Capital Management
New Jersey
$1K 400 – –
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3
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