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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $148M invested in MFS Intermediate Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$14.4M
2
UBS Group
UBS Group
Switzerland
$2.36M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.5M
4
EH
Equitable Holdings
New York
$882K
5
SIA
Sit Investment Associates
Minnesota
$54M

Top Sellers

1
RVPG
Relative Value Partners Group
$1.23M
2
Invesco
Invesco
Georgia
$2.81M
3
1CP
1607 Capital Partners
Virginia
$27.8M
4
Bank of America
Bank of America
North Carolina
$973K
5
Morgan Stanley
Morgan Stanley
New York
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$54K +$778 +284 +1%
RJT
52
Raymond James Trust
Florida
$51K – – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$48K -$27.5K -10,035 -36%
SSWM
54
Smith Salley Wealth Management
North Carolina
$44.7K – – –
PTC
55
Philadelphia Trust Company
Pennsylvania
$44K – – –
NL
56
NVWM LLC
Pennsylvania
$41.1K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$38.3K +$38.3K +13,996 New
SAM
58
SignalPoint Asset Management
Missouri
$37.4K +$307 +112 +0.8%
Jane Street
59
Jane Street
New York
$37.4K +$1.96K +715 +6%
Truist Financial
60
Truist Financial
North Carolina
$32.2K – – –
LFAS
61
Level Four Advisory Services
Texas
$31.1K +$1.51K +550 +5%
CA
62
Cetera Advisors
Colorado
$30.6K – – –
AAS
63
Avantax Advisory Services
Texas
$29.6K +$592 +216 +2%
RPC
64
Rossmore Private Capital
Connecticut
$28.2K – – –
Stifel Financial
65
Stifel Financial
Missouri
$28.2K +$573 +209 +2%
BAM
66
Brave Asset Management
New Jersey
$27.4K – – –
ATC
67
Argent Trust Co
Tennessee
$27.4K – – –
QPWM
68
Quadrant Private Wealth Management
Pennsylvania
$27.4K – – –
WIC
69
Woodmont Investment Counsel
Tennessee
$27.4K – – –
HBW
70
Hazlett, Burt & Watson
West Virginia
$16K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$11.6K -$16.4K -5,980 -59%
AIM
72
Anchor Investment Management
South Carolina
$11K – – –
MMG
73
Monetary Management Group
Missouri
$11K – – –
CWP
74
Concord Wealth Partners
Virginia
$10.6K – – –
GRP
75
Global Retirement Partners
California
$9.62K – – –
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3
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