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MFS Intermediate Income Trust
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Overview Fund Activity

70 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32M
2
KIM
2
Karpus Investment Management
New York
$23.9M
3
SIA
3
Sit Investment Associates
Minnesota
$25.2M
4
ACM
4
Ashford Capital Management
Delaware
$3.05M
5
RVPG
5
Relative Value Partners Group
$26.2M

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$752K
2
Invesco
2
Invesco
Georgia
$4.42M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.07M
4
DA
4
Doliver Advisors
Texas
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$32M 7,039,418 +2,051,255 +41%
RVPG
2
Relative Value Partners Group
$26.2M 5,749,948 +128,135 +2%
SIA
3
Sit Investment Associates
Minnesota
$25.2M 5,537,595 +486,114 +10%
KIM
4
Karpus Investment Management
New York
$23.9M 5,251,177 +1,944,190 +59%
Morgan Stanley
5
Morgan Stanley
New York
$6.07M 1,333,241 -209,537 -14%
Invesco
6
Invesco
Georgia
$4.42M 970,790 -213,679 -18%
ACM
7
Ashford Capital Management
Delaware
$3.05M 669,520 +255,470 +62%
PPA
8
Parametric Portfolio Associates
Washington
$2.64M 580,997 -88,547 -13%
Bank of America
9
Bank of America
North Carolina
$2.18M 479,835 +61,408 +15%
UBS Group
10
UBS Group
Switzerland
$2M 438,882 -53,730 -11%
AA
11
Ancora Advisors
Ohio
$1.84M 404,975 -40,000 -9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.68M 369,134 – –
PM
13
Penbrook Management
New York
$832K 182,853 – –
FIMG
14
Financial & Investment Management Group
Michigan
$752K 165,305 -300,929 -65%
LCM
15
Landscape Capital Management
New Jersey
$734K 161,245 -30,201 -16%
SRC
16
Shufro Rose & Co
New York
$669K 147,190 – –
LCM
17
Laurion Capital Management
New York
$570K 125,328 +125,328 New
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$538K 118,240 – –
ICAS
19
Investors Capital Advisory Services
Massachusetts
$536K 118,002 -1,800 -2%
LPL Financial
20
LPL Financial
California
$487K 107,292 -39,913 -27%
IT
21
Independence Trust
Tennessee
$459K 101,095 -54,644 -35%
HighTower Advisors
22
HighTower Advisors
Illinois
$416K 91,261 +21,300 +30%
BRWA
23
B. Riley Wealth Advisors
Florida
$336K 73,761 +56,301 +322%
BCA
24
Benchmark Capital Advisors
New York
$332K 72,900 – –
RJA
25
Raymond James & Associates
Florida
$299K 65,643 +3,701 +6%
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