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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$4.41M
2
Invesco
Invesco
Georgia
+$592K
3
LPL Financial
LPL Financial
California
+$408K
4
Ameriprise
Ameriprise
Minnesota
+$238K
5
LCM
Landscape Capital Management
New Jersey
+$217K

Top Sellers

1
RVPG
Relative Value Partners Group
-$721K
2
WAM
Wolverine Asset Management
Illinois
-$581K
3
1CP
1607 Capital Partners
Virginia
-$564K
4
EW
Evoke Wealth
California
-$516K
5
SIA
Sit Investment Associates
Minnesota
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
76
Monetary Management Group
Missouri
$5.32K -$5.32K -2,000 -50%
IAIM
77
International Assets Investment Management
Florida
$5.32K +$5.32K +2,000 New
FVIM
78
Fort Vancouver Investment Management
Washington
$5.01K +$5.01K +1,884 New
SS
79
Sunbelt Securities
Texas
$2.66K – – –
CA
80
Clearstead Advisors
Ohio
$2.39K +$2.39K +900 New
AFG
81
Albion Financial Group
Utah
$1.68K – – –
S
82
Sachetta
Massachusetts
$1.54K – – –
PP
83
PFS Partners
New Jersey
$1.39K +$32 +12 +2%
SWA
84
SOA Wealth Advisors
New York
$1.33K – – –
BWL
85
Bogart Wealth LLC
Virginia
$886 – – –
SPIA
86
Steward Partners Investment Advisory
New York
$835 – – –
SIS
87
Strategic Investment Solutions
Illinois
$606 +$606 +163 New
KFI
88
Key Financial Inc
Pennsylvania
$399 – – –
Comerica Bank
89
Comerica Bank
Texas
$287 -$8 -3 -3%
EC
90
Elequin Capital
New York
$266 – – –
PS
91
Principal Securities
Iowa
$35 – – –
RVPG
92
Relative Value Partners Group
– -$721K -255,596 Closed
WAM
93
Wolverine Asset Management
Illinois
– -$581K -218,245 Closed
HF
94
HRT Financial
New York
– -$80K -30,289 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$64K -24,046 Closed
Jane Street
96
Jane Street
New York
– -$41.6K -15,657 Closed
LFAS
97
Level Four Advisory Services
Texas
– -$30.5K -11,385 Closed
Goldman Sachs
98
Goldman Sachs
New York
– -$26.6K -10,000 Closed
WP
99
WealthShield Partners
North Carolina
– -$26.6K -10,000 Closed
SSG
100
Summit Securities Group
New York
– -$16K -5,950 Closed
1 2 3
4
5