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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$44.4M
2
SIA
2
Sit Investment Associates
Minnesota
$50.9M
3
NA
3
NewEdge Advisors
Louisiana
$1.06M
4
PPA
4
Parametric Portfolio Associates
Washington
$8.65M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$382K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$158K
2
1CP
2
1607 Capital Partners
Virginia
$5.54M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
KIM
4
Karpus Investment Management
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$79K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$41K +$871 +241 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$41K +$1.54K +421 +4%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$41K +$4.54K +1,263 +12%
Jane Street
54
Jane Street
New York
$39K +$39K +10,877 New
MOS
55
MGO One Seven
Ohio
$38K -$401 -113 -1%
RPC
56
Rossmore Private Capital
Connecticut
$37K – – –
BAM
57
Brave Asset Management
New Jersey
$36K – – –
WIC
58
Woodmont Investment Counsel
Tennessee
$36K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$31K +$18.9K +5,400 +157%
CFGS
60
Concourse Financial Group Securities
Alabama
$25K -$6.25K -1,750 -20%
CFA
61
Carroll Financial Associates
North Carolina
$19K – – –
AIM
62
Anchor Investment Management
South Carolina
$14.4K -$3.59K -1,000 -20%
US Bancorp
63
US Bancorp
Minnesota
$14K -$6.85K -1,972 -33%
CWP
64
Concord Wealth Partners
Virginia
$14K – – –
MMG
65
Monetary Management Group
Missouri
$14K – – –
AA
66
Addison Advisors
Vermont
$10K – – –
APA
67
American Portfolios Advisors
New York
$8.08K – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$7K – – –
SFM
69
Signet Financial Management
New Jersey
$5K +$5K +1,500 New
CFRPA
70
Castle Financial & Retirement Planning Associates
New Jersey
$5K +$5K +1,500 New
UB
71
UMB Bank
Missouri
$4K +$4K +1,000 New
AFG
72
Albion Financial Group
Utah
$2K – – –
RG
73
Retirement Group
California
$1K – – –
KFI
74
Key Financial Inc
Pennsylvania
$1K – – –
SWA
75
SOA Wealth Advisors
New York
$1K – – –
1 2
3
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