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MFS Intermediate Income Trust
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Overview Fund Activity

83 hedge funds and large institutions have $109M invested in MFS Intermediate Income Trust in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$13.4M
2
U
UBS
Switzerland
$9.75M
3
NIMC
NWQ Investment Management Company
California
$8M
4
Wells Fargo
Wells Fargo
California
$10.4M
5
IMS
Index Management Solutions
Pennsylvania
$1.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.95M
2
SCM
Saba Capital Management
New York
$651K
3
WAM
Wolverine Asset Management
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$55K
5
AA
Ancora Advisors
Ohio
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVP
1
Relative Value Partners
Illinois
$18.1M +$590K +113,908 +3%
SIA
2
Sit Investment Associates
Minnesota
$13.4M +$6.26M +1,208,598 +87%
Wells Fargo
3
Wells Fargo
California
$10.4M +$2.25M +435,069 +28%
U
4
UBS
Switzerland
$9.75M +$4.27M +823,739 +78%
KIM
5
Karpus Investment Management
New York
$8.02M -$693K -133,782 -8%
NIMC
6
NWQ Investment Management Company
California
$8M +$2.86M +552,973 +56%
Morgan Stanley
7
Morgan Stanley
New York
$7.95M -$3.22M -621,662 -29%
Invesco
8
Invesco
Georgia
$5.36M -$155K -29,936 -3%
AIM
9
Assured Investment Management
New York
$4.2M – – –
GIP
10
Greatmark Investment Partners
Georgia
$2.78M +$164K +31,725 +6%
AA
11
Ancora Advisors
Ohio
$1.79M -$834K -161,077 -32%
PM
12
Penbrook Management
New York
$1.75M +$874K +168,667 +100%
LPL Financial
13
LPL Financial
California
$1.34M -$43.8K -8,466 -3%
IMS
14
Index Management Solutions
Pennsylvania
$1.31M +$1.31M +252,548 New
MIG
15
Mariner Investment Group
New York
$1.28M -$24.2K -4,682 -2%
PPA
16
Parametric Portfolio Associates
Washington
$1.21M +$600K +115,832 +98%
BRWA
17
B. Riley Wealth Advisors
Florida
$1M -$64.2K -12,388 -6%
CA
18
Cornerstone Advisors
North Carolina
$1M -$47.6K -9,191 -5%
Bank of America
19
Bank of America
North Carolina
$970K -$112K -21,673 -10%
SRC
20
Shufro Rose & Co
New York
$819K +$23.9K +4,610 +3%
Citigroup
21
Citigroup
New York
$776K +$139K +26,916 +22%
RJA
22
Raymond James & Associates
Florida
$698K +$4.69K +906 +0.7%
SCM
23
Saba Capital Management
New York
$651K -$2.05M -396,031 -76%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$541K -$9.32K -1,800 -2%
BCA
25
Benchmark Capital Advisors
New York
$459K -$2.85K -550 -0.6%
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