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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $146M invested in MFS Intermediate Income Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
23
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$56.2M
2
KWM
Kingsview Wealth Management
Oregon
$566K
3
Invesco
Invesco
Georgia
$3.1M
4
SFS
Shaker Financial Services
Virginia
$169K
5
SJL
Shayne & Jacobs LLC
Tennessee
$99.7K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.64M
2
TW
Transform Wealth
Colorado
$637K
3
RVPG
Relative Value Partners Group
$803K
4
KIM
Karpus Investment Management
New York
$13.7M
5
NA
NewEdge Advisors
Louisiana
$663K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
76
Monetary Management Group
Missouri
$10.7K – – –
CWP
77
Concord Wealth Partners
Virginia
$10.3K – – –
GRP
78
Global Retirement Partners
California
$9.37K – – –
NS
79
NBC Securities
Alabama
$7K +$7K +2,682 New
PWMG
80
Prestige Wealth Management Group
New Jersey
$5.49K – – –
DJSG
81
D.J. St. Germain
Massachusetts
$4.64K – – –
SS
82
Sunbelt Securities
Texas
$2.68K – – –
UB
83
UMB Bank
Missouri
$2.68K – – –
CA
84
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
85
Albion Financial Group
Utah
$1.69K – – –
SWA
86
SOA Wealth Advisors
New York
$1.34K – – –
DAM
87
Delta Asset Management
Tennessee
$1.07K – – –
HCM
88
Highlander Capital Management
New Jersey
$1K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$842 – – –
KFI
90
Key Financial Inc
Pennsylvania
$402 – – –
RG
91
Retirement Group
California
$222 – – –
CF
92
Centaurus Financial
California
– -$110K -40,000 Closed
HF
93
HRT Financial
New York
– -$80K -29,265 Closed
NL
94
NVWM LLC
Pennsylvania
– -$41.1K -15,000 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$38.3K -13,996 Closed
Jane Street
96
Jane Street
New York
– -$37.4K -13,644 Closed
QPWM
97
Quadrant Private Wealth Management
Pennsylvania
– -$27.4K -10,000 Closed
HBW
98
Hazlett, Burt & Watson
West Virginia
– -$16K -6,000 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– -$3.03K -1,107 Closed
EWA
100
EverSource Wealth Advisors
Alabama
– -$1.07K -392 Closed
1 2 3
4
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