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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $169M invested in MFS Intermediate Income Trust in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$38.9M
2
AG
2
Advisor Group
Arizona
$638K
3
LCM
3
Laurion Capital Management
New York
$578K
4
SFS
4
Shaker Financial Services
Virginia
$521K
5
Bank of America
5
Bank of America
North Carolina
$2.82M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$21M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
KIM
4
Karpus Investment Management
New York
$33.2M
5
LPL Financial
5
LPL Financial
California
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$38.9M 8,392,482 +1,068,362 +15%
Wells Fargo
2
Wells Fargo
California
$37.4M 8,066,626 -581,502 -7%
KIM
3
Karpus Investment Management
New York
$33.2M 7,163,517 -210,625 -3%
RVPG
4
Relative Value Partners Group
$21M 4,564,110 -1,045,495 -19%
Morgan Stanley
5
Morgan Stanley
New York
$5.55M 1,196,545 +11,378 +1%
Invesco
6
Invesco
Georgia
$4.54M 979,217 +44,309 +5%
1CP
7
1607 Capital Partners
Virginia
$4.07M 876,566 +94 +0%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$4.03M 868,378 -26,725 -3%
Bank of America
9
Bank of America
North Carolina
$2.82M 608,573 +63,737 +12%
AA
10
Ancora Advisors
Ohio
$1.88M 404,975 – –
UBS Group
11
UBS Group
Switzerland
$1.72M 370,238 +40,944 +12%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.71M 369,134 – –
LPL Financial
13
LPL Financial
California
$1.35M 290,206 -188,407 -39%
WP
14
WealthSource Partners
California
$928K 199,910 +40,844 +26%
PM
15
Penbrook Management
New York
$765K 164,853 -5,000 -3%
SRC
16
Shufro Rose & Co
New York
– – – –
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$668K 143,940 +14,000 +11%
AG
18
Advisor Group
Arizona
$638K 137,745 +137,745 New
LCM
19
Laurion Capital Management
New York
$578K 124,486 +124,486 New
LCM
20
Landscape Capital Management
New Jersey
$561K 120,933 -51,931 -30%
SFS
21
Shaker Financial Services
Virginia
$521K 112,200 +63,852 +132%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$494K 106,514 +3,105 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$357K 76,991 -23,642 -23%
BCA
24
Benchmark Capital Advisors
New York
$322K 69,300 -600 -0.9%
RJA
25
Raymond James & Associates
Florida
$273K 58,923 -3,820 -6%
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