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MFS Intermediate Income Trust
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Overview Fund Activity

83 hedge funds and large institutions have $123M invested in MFS Intermediate Income Trust in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24M
2
KIM
2
Karpus Investment Management
New York
$7.79M
3
FIMG
3
Financial & Investment Management Group
Michigan
$6.07M
4
UBS Group
4
UBS Group
Switzerland
$4.85M
5
RVP
5
Relative Value Partners
Illinois
$18.5M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$1.66M
2
AIM
2
Assured Investment Management
New York
$0
3
Citigroup
3
Citigroup
New York
$29K
4
SFS
4
Shaker Financial Services
Virginia
$388K
5
WA
5
WFG Advisors
Texas
$63K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24M 5,014,432 +1,965,995 +64%
RVP
2
Relative Value Partners
Illinois
$18.5M 3,872,485 +564,373 +17%
Wells Fargo
3
Wells Fargo
California
$12.6M 2,627,742 +533,844 +25%
Morgan Stanley
4
Morgan Stanley
New York
$10.5M 2,191,365 +102,235 +5%
KIM
5
Karpus Investment Management
New York
$7.79M 1,629,205 +1,629,205 New
FIMG
6
Financial & Investment Management Group
Michigan
$6.07M 1,269,700 +1,269,700 New
Invesco
7
Invesco
Georgia
$5.69M 1,189,387 +215,424 +22%
NIMC
8
NWQ Investment Management Company
California
$4.93M 1,032,378 -40,876 -4%
UBS Group
9
UBS Group
Switzerland
$4.85M 1,014,318 +1,014,318 New
IMS
10
Index Management Solutions
Pennsylvania
$3.35M 700,908 +113,392 +19%
AA
11
Ancora Advisors
Ohio
$2.38M 496,975 +7,000 +1%
GIP
12
Greatmark Investment Partners
Georgia
$2.15M 450,438 -39,600 -8%
Bank of America
13
Bank of America
North Carolina
$1.92M 402,388 +88,244 +28%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.76M 369,134 – –
ACM
15
Ashford Capital Management
Delaware
$1.66M 348,049 -358,352 -51%
PPA
16
Parametric Portfolio Associates
Washington
$1.32M 276,254 +23,353 +9%
PM
17
Penbrook Management
New York
$893K 186,853 +19,186 +11%
LPL Financial
18
LPL Financial
California
$865K 180,879 -28,627 -14%
IT
19
Independence Trust
Tennessee
$766K 160,512 +130,151 +429%
WAM
20
Wolverine Asset Management
Illinois
$745K 155,891 +91,190 +141%
SRC
21
Shufro Rose & Co
New York
$707K 148,090 -1,000 -0.7%
VKH
22
Virtu KCG Holdings
New York
$604K 126,381 +108,790 +618%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$603K 126,352 – –
MIG
24
Mariner Investment Group
New York
$560K 117,100 +117,100 New
DHFB
25
Dixon Hubard Feinour & Brown
Virginia
$529K 110,640 +17,000 +18%
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