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MFS Intermediate Income Trust
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Overview Fund Activity

101 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.61M
2
SIA
2
Sit Investment Associates
Minnesota
$58.7M
3
Ameriprise
3
Ameriprise
Minnesota
$3.72M
4
LCM
4
Landscape Capital Management
New Jersey
$446K
5
TWM
5
Tolleson Wealth Management
Texas
$351K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$404K
2
GA
2
GraniteShares Advisors
New York
$0
3
EW
3
Evoke Wealth
California
$80.4K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
1CP
5
1607 Capital Partners
Virginia
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
51
Argent Trust Co
Tennessee
$67K +$40.2K +15,000 +150%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$66K +$189 +70 +0.3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$65.7K – – –
RJA
54
Raymond James & Associates
Florida
$59.7K -$28.6K -10,661 -32%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$58.3K -$60.8K -22,698 -51%
HighTower Advisors
56
HighTower Advisors
Illinois
$58K -$63.2K -23,740 -52%
XT
57
XTX Topco
Cayman Islands
$49.9K +$49.9K +18,618 New
PTC
58
Philadelphia Trust Company
Pennsylvania
$43K – – –
RJT
59
Raymond James Trust
Florida
$42.5K – – –
SSWM
60
Smith Salley Wealth Management
North Carolina
$42.2K -$1.47K -550 -3%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$41.5K – – –
SAM
62
SignalPoint Asset Management
Missouri
$37K +$309 +116 +0.8%
RFA
63
Register Financial Advisors
Georgia
$36K +$36K +13,445 New
CFS
64
Commonwealth Financial Services
West Virginia
$32.2K – – –
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$32.2K +$32.2K +12,000 New
Truist Financial
66
Truist Financial
North Carolina
$31.5K – – –
EWA
67
EP Wealth Advisors
California
$30.8K – – –
LFAS
68
Level Four Advisory Services
Texas
$30.5K +$94 +35 +0.3%
CA
69
Cetera Advisors
Colorado
$29.9K – – –
AAS
70
Avantax Advisory Services
Texas
$27.8K -$2.66K -994 -9%
RPC
71
Rossmore Private Capital
Connecticut
$27.5K – – –
Stifel Financial
72
Stifel Financial
Missouri
$27.5K – – –
WIC
73
Woodmont Investment Counsel
Tennessee
$26.8K – – –
BAM
74
Brave Asset Management
New Jersey
$26.8K – – –
Comerica Bank
75
Comerica Bank
Texas
$13.7K -$287 -107 -2%
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3
4 5