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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
26
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
RVPG
2
Relative Value Partners Group
$2.55M
3
1CP
3
1607 Capital Partners
Virginia
$30.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$22.5M
5
EH
5
Equitable Holdings
New York
$446K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$1.39M
3
LCM
3
Landscape Capital Management
New Jersey
$101K
4
PM
4
Penbrook Management
New York
$189K
5
UBS Group
5
UBS Group
Switzerland
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
76
UMB Bank
Missouri
$3K – – –
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$3K +$3K +1,260 New
EWA
78
EverSource Wealth Advisors
Alabama
$2.46K +$1.38K +500 +128%
IA
79
IFP Advisors
Florida
$2K -$147 -34 -7%
CA
80
Centerpoint Advisors
Massachusetts
$2K +$2K +872 New
AFG
81
Albion Financial Group
Utah
$1.74K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$1.73K – – –
SWA
83
SOA Wealth Advisors
New York
$1.38K – – –
DAM
84
Delta Asset Management
Tennessee
$1.1K +$1.1K +400 New
HCM
85
Highlander Capital Management
New Jersey
$1K – – –
FFA
86
Farther Finance Advisors
California
$778 +$778 +282 New
KFI
87
Key Financial Inc
Pennsylvania
$422 – – –
US Bancorp
88
US Bancorp
Minnesota
$229 – – –
SN
89
Sittner & Nelson
Oregon
$138 – – –
CAM
90
Cresset Asset Management
Illinois
$130 – – –
SFS
91
Shaker Financial Services
Virginia
– -$45K -16,000 Closed
PAS
92
Park Avenue Securities
New York
– -$38K -13,524 Closed
Mariner
93
Mariner
Kansas
– -$34K -12,037 Closed
PWPS
94
Pinnacle Wealth Planning Services
Ohio
– -$32K -11,299 Closed
TCOV
95
Trust Company of Vermont
Vermont
– -$1K -448 Closed
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