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MFS Intermediate Income Trust
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Overview Fund Activity

82 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
25
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$19.2M
2
1CP
2
1607 Capital Partners
Virginia
$7.92M
3
PPA
3
Parametric Portfolio Associates
Washington
$9.23M
4
WAM
4
Wolverine Asset Management
Illinois
$784K
5
RVPG
5
Relative Value Partners Group
$599K

Top Sellers

1
EW
1
Evoke Wealth
California
$1.39M
2
SIA
2
Sit Investment Associates
Minnesota
$44.3M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$262K
4
UBS Group
4
UBS Group
Switzerland
$645K
5
Invesco
5
Invesco
Georgia
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Philadelphia Trust Company
Pennsylvania
$51K 16,100 – –
LMKC
52
L.M. Kohn & Company
Ohio
$50K 15,746 +15,746 New
NL
53
NVWM LLC
Pennsylvania
$47K 15,000 – –
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$43K 13,677 +2,273 +20%
SAM
55
SignalPoint Asset Management
Missouri
$41K 13,114 +97 +0.7%
MOS
56
MGO One Seven
Ohio
$40K 12,818 +2,113 +20%
SWM
57
SeaCrest Wealth Management
New York
$39K 12,225 – –
CAN
58
Cetera Advisor Networks
California
$38K 12,088 +12,088 New
Truist Financial
59
Truist Financial
North Carolina
$37K 11,750 – –
AAS
60
Avantax Advisory Services
Texas
$37K 11,616 +268 +2%
HighTower Advisors
61
HighTower Advisors
Illinois
$34K 10,800 -421 -4%
RPC
62
Rossmore Private Capital
Connecticut
$32K 10,275 – –
BAM
63
Brave Asset Management
New Jersey
$32K 10,000 – –
WIC
64
Woodmont Investment Counsel
Tennessee
$32K 10,000 – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$21K 7,050 -1,800 -20%
PFS
66
Prospera Financial Services
Texas
$19K 6,000 +6,000 New
HBW
67
Hazlett, Burt & Watson
West Virginia
$19K 6,000 +6,000 New
MMG
68
Monetary Management Group
Missouri
$17K 5,500 +1,500 +38%
AIM
69
Anchor Investment Management
South Carolina
$12.6K 4,000 – –
CWP
70
Concord Wealth Partners
Virginia
$12K 3,857 – –
GRP
71
Global Retirement Partners
California
$11K 3,511 +3,511 New
APA
72
American Portfolios Advisors
New York
$7.09K 2,250 – –
PWMG
73
Prestige Wealth Management Group
New Jersey
$6K 2,050 – –
UB
74
UMB Bank
Missouri
$3K 1,000 – –
AFG
75
Albion Financial Group
Utah
$2K 631 – –
1 2
3
4