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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $114M invested in MFS Intermediate Income Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$17.6M
2
ACM
2
Ashford Capital Management
Delaware
$2.89M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.95M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$2.45M
5
IMS
5
Index Management Solutions
Pennsylvania
$2.61M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
MIG
2
Mariner Investment Group
New York
$0
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
NIMC
4
NWQ Investment Management Company
California
$7.18M
5
PM
5
Penbrook Management
New York
$891K
Name Market Value Shares Shares
Change 		Shares
Change %
RVP
1
Relative Value Partners
Illinois
$18.2M 3,445,731 -49,183 -1%
U
2
UBS
Switzerland
$17.6M 3,328,436 +1,445,355 +77%
SIA
3
Sit Investment Associates
Minnesota
$14.3M 2,703,639 +108,670 +4%
Wells Fargo
4
Wells Fargo
California
$11.2M 2,113,775 +101,792 +5%
Morgan Stanley
5
Morgan Stanley
New York
$9.37M 1,773,900 +238,572 +16%
NIMC
6
NWQ Investment Management Company
California
$7.18M 1,359,653 -183,703 -12%
Invesco
7
Invesco
Georgia
$4.8M 909,669 -125,343 -12%
AIM
8
Assured Investment Management
New York
$4.28M 810,242 – –
ACM
9
Ashford Capital Management
Delaware
$2.89M 546,724 +546,724 New
GIP
10
Greatmark Investment Partners
Georgia
$2.83M 536,438 -750 -0.1%
IMS
11
Index Management Solutions
Pennsylvania
$2.61M 494,858 +242,310 +96%
BRWA
12
B. Riley Wealth Advisors
Florida
$2.45M 927,792 +734,703 +380%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.95M 369,134 +369,134 New
PPA
14
Parametric Portfolio Associates
Washington
$1.5M 284,924 +50,784 +22%
LPL Financial
15
LPL Financial
California
$1.29M 244,534 -14,589 -6%
Bank of America
16
Bank of America
North Carolina
$1.11M 209,228 +21,931 +12%
AA
17
Ancora Advisors
Ohio
$1.08M 203,995 -142,000 -41%
PM
18
Penbrook Management
New York
$891K 168,667 -168,667 -50%
Citigroup
19
Citigroup
New York
$813K 154,061 +4,227 +3%
SRC
20
Shufro Rose & Co
New York
$785K 148,690 -9,500 -6%
RJA
21
Raymond James & Associates
Florida
$720K 136,347 +1,571 +1%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$617K 116,873 +12,337 +12%
BCA
23
Benchmark Capital Advisors
New York
$479K 90,700 +2,000 +2%
WA
24
WFG Advisors
Texas
$352K 66,654 -1,820 -3%
PLFAM
25
Pineno Levin & Ford Asset Management
Virginia
$333K 63,000 +2,200 +4%
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