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MFS Intermediate Income Trust
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Overview Fund Activity

101 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.61M
2
SIA
2
Sit Investment Associates
Minnesota
$58.7M
3
Ameriprise
3
Ameriprise
Minnesota
$3.72M
4
LCM
4
Landscape Capital Management
New Jersey
$446K
5
TWM
5
Tolleson Wealth Management
Texas
$351K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$404K
2
GA
2
GraniteShares Advisors
New York
$0
3
EW
3
Evoke Wealth
California
$80.4K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
1CP
5
1607 Capital Partners
Virginia
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$10.7K – – –
MMG
77
Monetary Management Group
Missouri
$10.7K – – –
CWP
78
Concord Wealth Partners
Virginia
$10.3K – – –
GRP
79
Global Retirement Partners
California
$9.69K – – –
NS
80
NBC Securities
Alabama
$7K – – –
PWMG
81
Prestige Wealth Management Group
New Jersey
$5.09K -$402 -150 -7%
DJSG
82
D.J. St. Germain
Massachusetts
$4.64K – – –
UB
83
UMB Bank
Missouri
$2.68K – – –
SS
84
Sunbelt Securities
Texas
$2.68K – – –
TC
85
Truvestments Capital
Florida
$2.68K +$2.68K +1,000 New
TRCT
86
Tower Research Capital (TRC)
New York
$2.68K +$2.68K +1,000 New
CA
87
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
88
Albion Financial Group
Utah
$1.69K – – –
S
89
Sachetta
Massachusetts
$1.52K +$1.52K +567 New
SWA
90
SOA Wealth Advisors
New York
$1.34K – – –
PP
91
PFS Partners
New Jersey
$1.34K +$1.34K +500 New
HCM
92
Highlander Capital Management
New Jersey
$1.07K – – –
DAM
93
Delta Asset Management
Tennessee
$1.07K – – –
RFG
94
REAP Financial Group
Texas
$938 +$938 +350 New
BWL
95
Bogart Wealth LLC
Virginia
$892 +$892 +333 New
SPIA
96
Steward Partners Investment Advisory
New York
$842 – – –
SIS
97
Strategic Investment Solutions
Illinois
$437 -$27.1K -10,106 -98%
KFI
98
Key Financial Inc
Pennsylvania
$402 – – –
EC
99
Elequin Capital
New York
$268 +$268 +100 New
RG
100
Retirement Group
California
$222 – – –
1 2 3
4
5