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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $148M invested in MFS Intermediate Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$14.4M
2
UBS Group
UBS Group
Switzerland
$2.36M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.5M
4
EH
Equitable Holdings
New York
$882K
5
SIA
Sit Investment Associates
Minnesota
$54M

Top Sellers

1
RVPG
Relative Value Partners Group
$1.23M
2
Invesco
Invesco
Georgia
$2.81M
3
1CP
1607 Capital Partners
Virginia
$27.8M
4
Bank of America
Bank of America
North Carolina
$973K
5
Morgan Stanley
Morgan Stanley
New York
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
76
Prestige Wealth Management Group
New Jersey
$5.62K – – –
DJSG
77
D.J. St. Germain
Massachusetts
$4.74K +$4.74K +1,730 New
TRCT
78
Tower Research Capital (TRC)
New York
$3.03K -$504 -184 -14%
UB
79
UMB Bank
Missouri
$2.74K – – –
SS
80
Sunbelt Securities
Texas
$2.74K – – –
CA
81
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
82
Albion Financial Group
Utah
$1.73K – – –
SWA
83
SOA Wealth Advisors
New York
$1.37K – – –
DAM
84
Delta Asset Management
Tennessee
$1.1K – – –
EWA
85
EverSource Wealth Advisors
Alabama
$1.07K -$1.37K -500 -56%
HCM
86
Highlander Capital Management
New Jersey
$1K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$860 – – –
SIS
88
Strategic Investment Solutions
Illinois
$455 – – –
KFI
89
Key Financial Inc
Pennsylvania
$411 – – –
RG
90
Retirement Group
California
$227 -$227 -83 -50%
SN
91
Sittner & Nelson
Oregon
$137 – – –
Walleye Capital
92
Walleye Capital
New York
– -$164K -59,375 Closed
SFS
93
Shaker Financial Services
Virginia
– -$88.6K -32,000 Closed
EC
94
Elequin Capital
New York
– -$85.9K -31,000 Closed
LCM
95
Landscape Capital Management
New Jersey
– -$81.1K -29,292 Closed
WAM
96
Wolverine Asset Management
Illinois
– -$63.2K -22,804 Closed
XT
97
XTX Topco
Cayman Islands
– -$63.1K -22,779 Closed
SWM
98
SeaCrest Wealth Management
New York
– -$31.2K -11,280 Closed
Mariner
99
Mariner
Kansas
– -$30K -10,891 Closed
ASN
100
Advisory Services Network
Georgia
– -$27.7K -10,000 Closed
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