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MFS Intermediate Income Trust

91 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
27
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$62K +$9.3K +3,483 +18%
SA
52
Sanctuary Advisors
Indiana
$61.9K +$61.9K +23,800 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$56.4K -$354 -133 -0.6%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$43.8K +$2.59K +972 +6%
PTC
55
Philadelphia Trust Company
Pennsylvania
$43K
RJT
56
Raymond James Trust
Florida
$42.2K
SAM
57
SignalPoint Asset Management
Missouri
$37.6K +$215 +81 +0.6%
RFA
58
Register Financial Advisors
Georgia
$37.4K +$846 +318 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$36K -$79.9K -29,500 -69%
CFS
60
Commonwealth Financial Services
West Virginia
$34.8K +$2.36K +871 +7%
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$33.8K -$33.2K -12,496 -50%
QPWM
62
Quadrant Private Wealth Management
Pennsylvania
$31.9K
Truist Financial
63
Truist Financial
North Carolina
$31.3K
Citadel Advisors
64
Citadel Advisors
Florida
$30.8K +$30.8K +11,596 New
EWA
65
EP Wealth Advisors
California
$30.6K
Stifel Financial
66
Stifel Financial
Missouri
$27.3K -$207 -78 -0.8%
RPC
67
Rossmore Private Capital
Connecticut
$27.3K
BAM
68
Brave Asset Management
New Jersey
$26.6K
WIC
69
Woodmont Investment Counsel
Tennessee
$26.6K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$21.3K -$44K -16,526 -67%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$12K
AIM
72
Anchor Investment Management
South Carolina
$10.6K
CWP
73
Concord Wealth Partners
Virginia
$10.3K
GRP
74
Global Retirement Partners
California
$9.34K
NS
75
NBC Securities
Alabama
$7K