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MFS Intermediate Income Trust
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Overview Fund Activity

87 hedge funds and large institutions have $103M invested in MFS Intermediate Income Trust in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
26
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVP
1
Relative Value Partners
Illinois
$17.5M
2
KIM
2
Karpus Investment Management
New York
$8.72M
3
Wells Fargo
3
Wells Fargo
California
$8.17M
4
NIMC
4
NWQ Investment Management Company
California
$5.13M
5
SIA
5
Sit Investment Associates
Minnesota
$7.18M

Top Sellers

1
FAAM
1
First Allied Asset Management
California
$0
2
FAAS
2
First Allied Advisory Services
California
$110K
3
DA
3
Doliver Advisors
Texas
$0
4
VAM
4
Visium Asset Management
New York
$661K
5
Invesco
5
Invesco
Georgia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
76
Nomura Holdings
Japan
$15K -$129K -24,848 -90%
WF
77
WealthTrust Fairport
Ohio
$14K – – –
AllianceBernstein
78
AllianceBernstein
Tennessee
$10K +$10K +2,000 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$10K +$10K +2,000 New
WRM
80
Westport Resources Management
Connecticut
$5K – – –
M&T Bank
81
M&T Bank
New York
$5K +$5K +900 New
BC
82
Bartlett & Co
Ohio
$4K – – –
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$4K +$11 +2 +0.3%
NES
84
New England Securities
New York
$4K +$91 +16 +2%
HCM
85
Highlander Capital Management
New Jersey
$2.07K – – –
AC
86
Alexandria Capital
Virginia
$1K – – –
Northern Trust
87
Northern Trust
Illinois
$1K +$1K +15,700 New
FAAM
88
First Allied Asset Management
California
– -$5.03M -941,841 Closed
DA
89
Doliver Advisors
Texas
– -$545K -102,611 Closed
PI
90
Placemark Investments
Illinois
– -$380K -71,664 Closed
RCM
91
Rivernorth Capital Management
Florida
– -$106K -20,000 Closed
PTC
92
Philadelphia Trust Company
Pennsylvania
– -$85K -16,100 Closed
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
– -$80K -15,000 Closed
AAC
94
Asset Advisors Corp
Georgia
– -$42K -8,000 Closed
Ameriprise
95
Ameriprise
Minnesota
– -$11K -1,995 Closed
Geode Capital Management
96
Geode Capital Management
Massachusetts
– -$119K – –
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