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MFS Intermediate Income Trust
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Overview Fund Activity

99 hedge funds and large institutions have $144M invested in MFS Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.83M
2
Wells Fargo
Wells Fargo
California
+$2.71M
3
EW
Evoke Wealth
California
+$923K
4
WAM
Wolverine Asset Management
Illinois
+$453K
5
AAS
Ameritas Advisory Services
Nebraska
+$443K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$11.5M
2
Morgan Stanley
Morgan Stanley
New York
-$3.81M
3
SWP
Significant Wealth Partners
Illinois
-$1.46M
4
TW
Transform Wealth
Colorado
-$645K
5
Invesco
Invesco
Georgia
-$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$12K -$207K -77,473 -95%
AIM
77
Anchor Investment Management
South Carolina
$10.6K – – –
MMG
78
Monetary Management Group
Missouri
$10.6K – – –
CWP
79
Concord Wealth Partners
Virginia
$10.3K – – –
GRP
80
Global Retirement Partners
California
$9.34K – – –
NS
81
NBC Securities
Alabama
$7K – – –
PWMG
82
Prestige Wealth Management Group
New Jersey
$5.05K – – –
UB
83
UMB Bank
Missouri
$2.66K – – –
SS
84
Sunbelt Securities
Texas
$2.66K – – –
CA
85
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
86
Albion Financial Group
Utah
$1.68K – – –
S
87
Sachetta
Massachusetts
$1.52K – – –
PP
88
PFS Partners
New Jersey
$1.36K +$29 +11 +2%
SWA
89
SOA Wealth Advisors
New York
$1.33K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.33K +$1.33K +500 New
HCM
91
Highlander Capital Management
New Jersey
$1.06K – – –
RFG
92
REAP Financial Group
Texas
$931 – – –
BWL
93
Bogart Wealth LLC
Virginia
$886 – – –
SPIA
94
Steward Partners Investment Advisory
New York
$835 – – –
KFI
95
Key Financial Inc
Pennsylvania
$399 – – –
Comerica Bank
96
Comerica Bank
Texas
$295 -$13.3K -5,007 -98%
EC
97
Elequin Capital
New York
$266 – – –
RG
98
Retirement Group
California
$221 – – –
PS
99
Principal Securities
Iowa
$35 – – –
SWP
100
Significant Wealth Partners
Illinois
– -$1.46M -546,050 Closed
1 2 3
4
5