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MFS Intermediate Income Trust
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Overview Fund Activity

76 hedge funds and large institutions have $113M invested in MFS Intermediate Income Trust in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$19.3M
2
SIA
2
Sit Investment Associates
Minnesota
$15.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
AA
4
Ancora Advisors
Ohio
$2.46M
5
ACM
5
Ashford Capital Management
Delaware
$3.54M

Top Sellers

1
AIM
1
Assured Investment Management
New York
$1.17M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$1.79M
3
NIMC
3
NWQ Investment Management Company
California
$5.38M
4
RVP
4
Relative Value Partners
Illinois
$16.6M
5
GIP
5
Greatmark Investment Partners
Georgia
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$19.3M 3,842,968 +514,532 +15%
RVP
2
Relative Value Partners
Illinois
$16.6M 3,308,112 -137,619 -4%
SIA
3
Sit Investment Associates
Minnesota
$15.3M 3,048,437 +344,798 +13%
Wells Fargo
4
Wells Fargo
California
$10.5M 2,093,898 -19,877 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M 2,089,130 +315,230 +18%
NIMC
6
NWQ Investment Management Company
California
$5.38M 1,073,254 -286,399 -21%
Invesco
7
Invesco
Georgia
$4.88M 973,963 +64,294 +7%
ACM
8
Ashford Capital Management
Delaware
$3.54M 706,401 +159,677 +29%
IMS
9
Index Management Solutions
Pennsylvania
$2.94M 587,516 +92,658 +19%
GIP
10
Greatmark Investment Partners
Georgia
$2.46M 490,038 -46,400 -9%
AA
11
Ancora Advisors
Ohio
$2.46M 489,975 +285,980 +140%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.85M 369,134 – –
BRWA
13
B. Riley Wealth Advisors
Florida
$1.79M 358,056 -569,736 -61%
Bank of America
14
Bank of America
North Carolina
$1.57M 314,144 +104,916 +50%
PPA
15
Parametric Portfolio Associates
Washington
$1.27M 252,901 -32,023 -11%
AIM
16
Assured Investment Management
New York
$1.17M 233,935 -576,307 -71%
LPL Financial
17
LPL Financial
California
$1.06M 209,506 -35,028 -14%
SFS
18
Shaker Financial Services
Virginia
$879K 175,449 +152,965 +680%
PM
19
Penbrook Management
New York
$840K 167,667 -1,000 -0.6%
Citigroup
20
Citigroup
New York
$748K 149,314 -4,747 -3%
SRC
21
Shufro Rose & Co
New York
$746K 149,090 +400 +0.3%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$633K 126,352 +9,479 +8%
RJA
23
Raymond James & Associates
Florida
$555K 110,785 -25,562 -19%
DHFB
24
Dixon Hubard Feinour & Brown
Virginia
$469K 93,640 +34,300 +58%
BCA
25
Benchmark Capital Advisors
New York
$415K 82,900 -7,800 -9%
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