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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $174M invested in MFS Intermediate Income Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$33.8M
2
Wells Fargo
Wells Fargo
California
$39.9M
3
1CP
1607 Capital Partners
Virginia
$4.04M
4
LPL Financial
LPL Financial
California
$2.19M
5
KIM
Karpus Investment Management
New York
$34M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
SRC
Shufro Rose & Co
New York
$686K
3
FIMG
Financial & Investment Management Group
Michigan
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$39.9M +$1.25M +271,251 +3%
KIM
2
Karpus Investment Management
New York
$34M +$646K +140,108 +2%
SIA
3
Sit Investment Associates
Minnesota
$33.8M +$6.31M +1,369,388 +23%
RVPG
4
Relative Value Partners Group
$25.6M -$314K -68,623 -1%
Morgan Stanley
5
Morgan Stanley
New York
$5.46M -$408K -88,501 -7%
Invesco
6
Invesco
Georgia
$4.31M -$263K -57,134 -6%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$4.13M +$4.13M +895,103 New
1CP
8
1607 Capital Partners
Virginia
$4.04M +$1.1M +238,258 +37%
PPA
9
Parametric Portfolio Associates
Washington
$2.72M -$367K -79,543 -12%
Bank of America
10
Bank of America
North Carolina
$2.51M +$144K +31,258 +6%
LPL Financial
11
LPL Financial
California
$2.19M +$1.09M +237,938 +99%
AA
12
Ancora Advisors
Ohio
$1.87M – – –
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.7M – – –
UBS Group
14
UBS Group
Switzerland
$1.52M -$264K -57,291 -15%
LCM
15
Landscape Capital Management
New Jersey
$797K -$202K -43,807 -20%
PM
16
Penbrook Management
New York
$783K – – –
WP
17
WealthSource Partners
California
$733K +$733K +159,066 New
SRC
18
Shufro Rose & Co
New York
$686K -$657K -143,810 Closed
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$603K +$18.6K +4,000 +3%
AIG
20
American International Group
New York
$576K +$140K +30,440 +32%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$476K -$34K -7,393 -7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$464K +$169K +36,689 +57%
BCA
23
Benchmark Capital Advisors
New York
$322K -$13.8K -3,000 -4%
BRWA
24
B. Riley Wealth Advisors
Florida
$318K -$30.2K -15,407 -9%
RJA
25
Raymond James & Associates
Florida
$289K +$14.8K +3,204 +5%
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