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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
14
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$1.8M
3
CAN
Claraphi Advisory Network
United States
+$802K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$275K
5
DWM
Dakota Wealth Management
Florida
+$268K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$11.4M
2
1CP
1607 Capital Partners
Virginia
-$3.39M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$811K
5
SFS
Shaker Financial Services
Virginia
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Highlander Capital Management
New Jersey
$1K – – –
KFI
77
Key Financial Inc
Pennsylvania
$1K +$1K +150 New
TJHA
78
Thomas J. Herzfeld Advisors
Florida
– -$3.34M -879,126 Closed
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
– -$811K -213,513 Closed
SFS
80
Shaker Financial Services
Virginia
– -$636K -167,422 Closed
IAA
81
Independent Advisor Alliance
North Carolina
– -$177K -46,628 Closed
NFG
82
Next Financial Group
Texas
– -$78K -20,599 Closed
LCM
83
Landscape Capital Management
New Jersey
– -$67K -17,725 Closed
Northern Trust
84
Northern Trust
Illinois
– -$1K -17,500 Closed
VCM
85
Vivaldi Capital Management
Illinois
– -$60K -15,693 Closed
BSW
86
Buckingham Strategic Wealth
Missouri
– -$40K -10,535 Closed
AA
87
Argent Advisors
Louisiana
– -$15K -4,000 Closed
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
– -$14K -3,749 Closed
TPWA
89
TRUE Private Wealth Advisors
Oregon
– -$3K -1,026 Closed
RIA
90
Realta Investment Advisors
Delaware
– -$4K -1,000 Closed
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