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MFS Intermediate Income Trust
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Overview Fund Activity

94 hedge funds and large institutions have $171M invested in MFS Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
22
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.17M
2
Ameriprise
Ameriprise
Minnesota
+$628K
3
EW
Evoke Wealth
California
+$393K
4
SFS
Shaker Financial Services
Virginia
+$222K
5
SIA
Sit Investment Associates
Minnesota
+$213K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.5M
2
1CP
1607 Capital Partners
Virginia
-$1.31M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.18M
4
SRC
Shufro Rose & Co
New York
-$377K
5
Bank of America
Bank of America
North Carolina
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$8K – – –
PWMG
77
Prestige Wealth Management Group
New Jersey
$8K – – –
AWA
78
Arkadios Wealth Advisors
Georgia
$6K +$6K +1,705 New
BC
79
Bartlett & Co
Ohio
$3K – – –
SFS
80
Sowell Financial Services
Arkansas
$3K – – –
CB
81
Community Bank
New York
$3K +$3K +658 New
AWG
82
Altus Wealth Group
Colorado
$3K +$3K +900 New
BCWM
83
Bartlett & Co Wealth Management
Ohio
$2.76K – – –
PAM
84
Panagora Asset Management
Massachusetts
$2K -$9.4K -2,392 -82%
HCM
85
Highlander Capital Management
New Jersey
$2K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$2K – – –
DAM
87
Delta Asset Management
Tennessee
$2K – – –
AFG
88
Albion Financial Group
Utah
$2K +$2K +631 New
KFI
89
Key Financial Inc
Pennsylvania
$1K +$1K +150 New
SWA
90
SOA Wealth Advisors
New York
$1K +$1K +500 New
SRC
91
Shufro Rose & Co
New York
– -$377K -101,190 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
– -$156K -41,897 Closed
AAS
93
Avantax Advisory Services
Texas
– -$152K -40,460 Closed
PAG
94
Private Advisor Group
New Jersey
– -$103K -27,584 Closed
KA
95
Kovack Advisors
Florida
– -$84K -22,407 Closed
NB
96
NBT Bank
New York
– -$63K -17,000 Closed
Jane Street
97
Jane Street
New York
– -$54K -14,576 Closed
LA
98
LVW Advisors
New York
– -$52K -14,075 Closed
JWM
99
Jeppson Wealth Management
California
– -$24K -6,500 Closed
PFS
100
Prospera Financial Services
Texas
– -$22K -6,000 Closed
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