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MFS Intermediate Income Trust

95 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$63.2K +$63.2K +22,804 New
XT
52
XTX Topco
Cayman Islands
$63.1K +$63.1K +22,779 New
CAN
53
Cetera Advisor Networks
California
$53.8K +$778 +281 +1%
RJT
54
Raymond James Trust
Florida
$52K
LPL Financial
55
LPL Financial
California
$45.8K +$30 +11 +0.1%
SSWM
56
Smith Salley Wealth Management
North Carolina
$45.2K
PTC
57
Philadelphia Trust Company
Pennsylvania
$45K
NL
58
NVWM LLC
Pennsylvania
$41.6K
SAM
59
SignalPoint Asset Management
Missouri
$38K +$300 +107 +0.8%
Jane Street
60
Jane Street
New York
$35.8K +$35.8K +12,929 New
Truist Financial
61
Truist Financial
North Carolina
$32.5K
SWM
62
SeaCrest Wealth Management
New York
$31.2K -$2.16K -781 -6%
CA
63
Cetera Advisors
Colorado
$30.9K +$30.9K +11,172 New
Mariner
64
Mariner
Kansas
$30K +$30K +10,891 New
LFAS
65
Level Four Advisory Services
Texas
$29.9K
AAS
66
Avantax Advisory Services
Texas
$29.4K +$665 +240 +2%
RPC
67
Rossmore Private Capital
Connecticut
$28.5K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$28K +$24.5K +8,953 +711%
Stifel Financial
69
Stifel Financial
Missouri
$27.9K +$27.9K +10,065 New
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$27.7K
ATC
71
Argent Trust Co
Tennessee
$27.7K
WIC
72
Woodmont Investment Counsel
Tennessee
$27.7K
BAM
73
Brave Asset Management
New Jersey
$27.7K
ASN
74
Advisory Services Network
Georgia
$27.7K +$27.7K +10,000 New
HBW
75
Hazlett, Burt & Watson
West Virginia
$17K