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MFS Intermediate Income Trust
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Overview Fund Activity

72 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$46.8M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$3.7M
3
RVPG
Relative Value Partners Group
$16.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$444K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$699K

Top Sellers

1
KIM
Karpus Investment Management
New York
$25M
2
Morgan Stanley
Morgan Stanley
New York
$5.09M
3
LPL Financial
LPL Financial
California
$604K
4
AG
Advisor Group
Arizona
$108K
5
Wells Fargo
Wells Fargo
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$46.8M +$11.3M +2,630,575 +32%
Wells Fargo
2
Wells Fargo
California
$43.5M -$501K -116,304 -1%
KIM
3
Karpus Investment Management
New York
$25M -$598K -138,704 -2%
RVPG
4
Relative Value Partners Group
$16.2M +$2.32M +542,576 +17%
1CP
5
1607 Capital Partners
Virginia
$10.6M +$257K +59,564 +2%
Morgan Stanley
6
Morgan Stanley
New York
$5.09M -$564K -130,980 -10%
Invesco
7
Invesco
Georgia
$5.03M -$13.4K -3,119 -0.3%
Bank of America
8
Bank of America
North Carolina
$4.72M +$133K +30,895 +3%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.7M +$3.7M +858,447 New
UBS Group
10
UBS Group
Switzerland
$2.35M +$280K +64,899 +13%
AA
11
Ancora Advisors
Ohio
$2.06M +$159K +36,821 +8%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.71M +$120K +27,750 +8%
WP
13
WealthSource Partners
California
$958K +$32.1K +7,450 +3%
FIMG
14
Financial & Investment Management Group
Michigan
$717K +$320K +74,209 +81%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$699K +$390K +90,526 +127%
LPL Financial
16
LPL Financial
California
$604K -$538K -124,791 -47%
SRC
17
Shufro Rose & Co
New York
$600K +$34.7K +8,040 +6%
DA
18
Doliver Advisors
Texas
$544K +$214K +49,527 +65%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$540K -$603 -140 -0.1%
BRWA
20
B. Riley Wealth Advisors
Florida
$463K -$61.9K -14,336 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$444K +$403K +93,557 +977%
LCM
22
Landscape Capital Management
New Jersey
$405K -$299K -69,264 -42%
RJA
23
Raymond James & Associates
Florida
$359K -$16.5K -3,837 -4%
SFS
24
Shaker Financial Services
Virginia
$340K +$8.89K +2,064 +3%
BCA
25
Benchmark Capital Advisors
New York
$301K +$6.47K +1,500 +2%
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