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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $122M invested in MFS Intermediate Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVP
1
Relative Value Partners
Illinois
$24.2M
2
KIM
2
Karpus Investment Management
New York
$10.3M
3
Wells Fargo
3
Wells Fargo
California
$15M
4
SIA
4
Sit Investment Associates
Minnesota
$25.9M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.29M

Top Sellers

1
NIMC
1
NWQ Investment Management Company
California
$0
2
IMS
2
Index Management Solutions
Pennsylvania
$0
3
FIMG
3
Financial & Investment Management Group
Michigan
$3.8M
4
AA
4
Ancora Advisors
Ohio
$1.76M
5
UBS Group
5
UBS Group
Switzerland
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$25.9M 5,317,651 +303,219 +6%
RVP
2
Relative Value Partners
Illinois
$24.2M 4,960,032 +1,087,547 +28%
Wells Fargo
3
Wells Fargo
California
$15M 3,082,413 +454,671 +17%
KIM
4
Karpus Investment Management
New York
$10.3M 2,109,212 +480,007 +29%
Morgan Stanley
5
Morgan Stanley
New York
$10.1M 2,079,212 -112,153 -5%
Invesco
6
Invesco
Georgia
$5.81M 1,192,100 +2,713 +0.2%
FIMG
7
Financial & Investment Management Group
Michigan
$3.8M 779,773 -489,927 -39%
UBS Group
8
UBS Group
Switzerland
$3.22M 661,700 -352,618 -35%
PPA
9
Parametric Portfolio Associates
Washington
$2.29M 469,098 +192,844 +70%
GIP
10
Greatmark Investment Partners
Georgia
$2.09M 430,038 -20,400 -5%
ACM
11
Ashford Capital Management
Delaware
$2.01M 413,339 +65,290 +19%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.8M 369,134 – –
Bank of America
13
Bank of America
North Carolina
$1.77M 362,349 -40,039 -10%
AA
14
Ancora Advisors
Ohio
– – -496,975 Closed
PM
15
Penbrook Management
New York
$910K 186,853 – –
LPL Financial
16
LPL Financial
California
$829K 170,164 -10,715 -6%
WAM
17
Wolverine Asset Management
Illinois
$785K 161,366 +5,475 +4%
IT
18
Independence Trust
Tennessee
$758K 155,739 -4,773 -3%
SRC
19
Shufro Rose & Co
New York
$728K 149,590 +1,500 +1%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$591K 121,402 -4,950 -4%
SFS
21
Shaker Financial Services
Virginia
$565K 116,092 +35,000 +43%
DHFB
22
Dixon Hubard Feinour & Brown
Virginia
$554K 113,740 +3,100 +3%
BRWA
23
B. Riley Wealth Advisors
Florida
$551K 113,110 -276,572 -71%
BCA
24
Benchmark Capital Advisors
New York
$377K 77,400 – –
RJA
25
Raymond James & Associates
Florida
$374K 76,817 -11,768 -13%
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