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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.3M
2
1CP
1607 Capital Partners
Virginia
$10.7M
3
SIA
Sit Investment Associates
Minnesota
$36.6M
4
SRC
Shufro Rose & Co
New York
$582K
5
LCM
Landscape Capital Management
New Jersey
$724K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
2
LCM
Laurion Capital Management
New York
$0
3
KIM
Karpus Investment Management
New York
$26.4M
4
RVPG
Relative Value Partners Group
$14.4M
5
LPL Financial
LPL Financial
California
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45.3M +$9.47M +2,132,955 +26%
SIA
2
Sit Investment Associates
Minnesota
$36.6M +$1.01M +228,300 +3%
KIM
3
Karpus Investment Management
New York
$26.4M -$2.45M -551,169 -8%
RVPG
4
Relative Value Partners Group
$14.4M -$498K -112,191 -3%
1CP
5
1607 Capital Partners
Virginia
$10.7M +$6.94M +1,563,591 +185%
Morgan Stanley
6
Morgan Stanley
New York
$5.83M +$129K +29,057 +2%
Invesco
7
Invesco
Georgia
$5.19M -$156K -35,102 -3%
Bank of America
8
Bank of America
North Carolina
$4.73M +$354K +79,810 +8%
UBS Group
9
UBS Group
Switzerland
$2.14M +$66.2K +14,908 +3%
AA
10
Ancora Advisors
Ohio
$1.96M -$30.3K -6,821 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.64M – – –
LPL Financial
12
LPL Financial
California
$1.17M -$373K -84,793 -24%
WP
13
WealthSource Partners
California
$954K +$17.9K +4,033 +2%
LCM
14
Landscape Capital Management
New Jersey
$724K +$448K +100,980 +162%
AG
15
Advisor Group
Arizona
$631K +$17.8K +4,010 +3%
SRC
16
Shufro Rose & Co
New York
$582K +$582K +131,110 New
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$557K -$118K -26,500 -17%
BRWA
18
B. Riley Wealth Advisors
Florida
$540K -$45.1K -10,144 -8%
FIMG
19
Financial & Investment Management Group
Michigan
$409K +$409K +92,084 New
RJA
20
Raymond James & Associates
Florida
$387K -$45.9K -10,340 -11%
SFS
21
Shaker Financial Services
Virginia
$342K +$342K +76,916 New
DA
22
Doliver Advisors
Texas
$340K +$75.5K +17,019 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$318K -$19.4K -4,359 -6%
BCA
24
Benchmark Capital Advisors
New York
$303K – – –
PLFAM
25
Pineno Levin & Ford Asset Management
Virginia
$253K -$445 -100 -0.2%
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