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MFS Intermediate Income Trust
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Overview Fund Activity

73 hedge funds and large institutions have $163M invested in MFS Intermediate Income Trust in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$33.1M
2
Wells Fargo
2
Wells Fargo
California
$38.3M
3
1CP
3
1607 Capital Partners
Virginia
$2.92M
4
SIA
4
Sit Investment Associates
Minnesota
$27.2M
5
KIG
5
Kovitz Investment Group
Illinois
$1.41M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$0
2
IT
2
Independence Trust
Tennessee
$0
3
RVPG
3
Relative Value Partners Group
$26M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.82M
5
FIMG
5
Financial & Investment Management Group
Michigan
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$38.3M 8,376,877 +1,337,459 +19%
KIM
2
Karpus Investment Management
New York
$33.1M 7,234,034 +1,982,857 +38%
SIA
3
Sit Investment Associates
Minnesota
$27.2M 5,954,732 +417,137 +8%
RVPG
4
Relative Value Partners Group
$26M 5,678,228 -71,720 -1%
Morgan Stanley
5
Morgan Stanley
New York
$5.82M 1,273,668 -59,573 -4%
Invesco
6
Invesco
Georgia
$4.53M 992,042 +21,252 +2%
PPA
7
Parametric Portfolio Associates
Washington
$3.06M 669,040 +88,043 +15%
1CP
8
1607 Capital Partners
Virginia
$2.92M 638,214 +638,214 New
Bank of America
9
Bank of America
North Carolina
$2.35M 513,578 +33,743 +7%
AA
10
Ancora Advisors
Ohio
$1.85M 404,975 – –
UBS Group
11
UBS Group
Switzerland
$1.77M 386,585 -52,297 -12%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.69M 369,134 – –
LCM
13
Laurion Capital Management
New York
$1.66M 362,684 +237,356 +189%
KIG
14
Kovitz Investment Group
Illinois
$1.41M 309,490 +309,490 New
LPL Financial
15
LPL Financial
California
$1.11M 240,675 +133,383 +124%
LCM
16
Landscape Capital Management
New Jersey
$990K 216,671 +55,426 +34%
BRWA
17
B. Riley Wealth Advisors
Florida
$813K 177,817 +104,056 +141%
PM
18
Penbrook Management
New York
$776K 169,853 -13,000 -7%
SRC
19
Shufro Rose & Co
New York
$657K 143,810 -3,380 -2%
DHFB
20
Dixon Hubard Feinour & Brown
Virginia
$576K 125,940 +7,700 +7%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$506K 110,802 -7,200 -6%
FIMG
22
Financial & Investment Management Group
Michigan
$490K 107,268 -58,037 -35%
AIG
23
American International Group
New York
$432K 94,548 +35,760 +61%
HighTower Advisors
24
HighTower Advisors
Illinois
$418K 91,261 – –
BCA
25
Benchmark Capital Advisors
New York
$333K 72,900 – –
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