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MFS Intermediate Income Trust
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Overview Fund Activity

95 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
24
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$54.4M
2
GA
2
GraniteShares Advisors
New York
$1.4M
3
TW
3
Transform Wealth
Colorado
$1.27M
4
Ameriprise
4
Ameriprise
Minnesota
$2.58M
5
KIM
5
Karpus Investment Management
New York
$11.4M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$28.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$76.3K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.87M
4
AAS
4
Ameritas Advisory Services
Nebraska
$453K
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$11.1K – – –
MMG
77
Monetary Management Group
Missouri
$11.1K – – –
CWP
78
Concord Wealth Partners
Virginia
$10.7K – – –
GRP
79
Global Retirement Partners
California
$9.73K – – –
PWMG
80
Prestige Wealth Management Group
New Jersey
$5.68K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$4K +$4K +1,291 New
UB
82
UMB Bank
Missouri
$2.77K – – –
SS
83
Sunbelt Securities
Texas
$2.77K +$2.77K +1,000 New
EWA
84
EverSource Wealth Advisors
Alabama
$2.47K – – –
CA
85
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
86
Albion Financial Group
Utah
$1.75K – – –
SWA
87
SOA Wealth Advisors
New York
$1.39K – – –
DAM
88
Delta Asset Management
Tennessee
$1.11K – – –
HCM
89
Highlander Capital Management
New Jersey
$1K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$870 -$870 -314 -50%
SIS
91
Strategic Investment Solutions
Illinois
$452 +$452 +163 New
KFI
92
Key Financial Inc
Pennsylvania
$416 – – –
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$246 +$5 +1,887 +2%
SN
94
Sittner & Nelson
Oregon
$139 – – –
MCC
95
Money Concepts Capital
Florida
– -$155K -56,047 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$98.9K -35,845 Closed
JHCP
97
Jackson Hole Capital Partners
Oklahoma
– -$89.2K -32,327 Closed
AC
98
Aristides Capital
Kentucky
– -$53.9K -19,544 Closed
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
– -$9K -3,600 Closed
FCA
100
Fortis Capital Advisors
Kansas
– -$8.28K -3,000 Closed
1 2 3
4
5