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MFS Intermediate Income Trust
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Overview Fund Activity

99 hedge funds and large institutions have $144M invested in MFS Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.83M
2
Wells Fargo
Wells Fargo
California
+$2.71M
3
EW
Evoke Wealth
California
+$923K
4
WAM
Wolverine Asset Management
Illinois
+$453K
5
AAS
Ameritas Advisory Services
Nebraska
+$443K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$11.5M
2
Morgan Stanley
Morgan Stanley
New York
-$3.81M
3
SWP
Significant Wealth Partners
Illinois
-$1.46M
4
TW
Transform Wealth
Colorado
-$645K
5
Invesco
Invesco
Georgia
-$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
51
Argent Trust Co
Tennessee
$66.5K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$65.2K – – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$64K +$6.09K +2,288 +11%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$57K +$57K +21,321 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$52K -$12.6K -4,779 -19%
CAN
56
Cetera Advisor Networks
California
$46.7K -$21.8K -8,198 -32%
PTC
57
Philadelphia Trust Company
Pennsylvania
$43K – – –
RJT
58
Raymond James Trust
Florida
$42.2K – – –
Jane Street
59
Jane Street
New York
$41.6K +$41.6K +15,657 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$41.2K – – –
SAM
61
SignalPoint Asset Management
Missouri
$37.3K +$415 +156 +1%
RFA
62
Register Financial Advisors
Georgia
$36.6K +$809 +304 +2%
CFS
63
Commonwealth Financial Services
West Virginia
$32.2K – – –
QPWM
64
Quadrant Private Wealth Management
Pennsylvania
$31.9K – – –
Truist Financial
65
Truist Financial
North Carolina
$31.3K – – –
EWA
66
EP Wealth Advisors
California
$30.6K – – –
LFAS
67
Level Four Advisory Services
Texas
$30.5K – – –
CA
68
Cetera Advisors
Colorado
$30.3K +$535 +201 +2%
Stifel Financial
69
Stifel Financial
Missouri
$27.5K +$207 +78 +0.8%
RPC
70
Rossmore Private Capital
Connecticut
$27.3K – – –
BAM
71
Brave Asset Management
New Jersey
$26.6K – – –
WIC
72
Woodmont Investment Counsel
Tennessee
$26.6K – – –
Goldman Sachs
73
Goldman Sachs
New York
$26.6K +$26.6K +10,000 New
WP
74
WealthShield Partners
North Carolina
$26.6K +$26.6K +10,000 New
SSG
75
Summit Securities Group
New York
$16K +$16K +5,950 New
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3
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