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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $180M invested in MFS Intermediate Income Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
21
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$50.6M
2
PPA
Parametric Portfolio Associates
Washington
$753K
3
FIMG
Financial & Investment Management Group
Michigan
$1.34M
4
VKH
Virtu KCG Holdings
New York
$241K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.92M

Top Sellers

1
KIM
Karpus Investment Management
New York
$24.5M
2
LPL Financial
LPL Financial
California
$105K
3
Wells Fargo
Wells Fargo
California
$43.2M
4
SFS
Shaker Financial Services
Virginia
$0
5
1CP
1607 Capital Partners
Virginia
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$50.6M +$3.67M +848,485 +8%
Wells Fargo
2
Wells Fargo
California
$43.2M -$390K -90,346 -0.9%
KIM
3
Karpus Investment Management
New York
$24.5M -$557K -128,924 -2%
RVPG
4
Relative Value Partners Group
$16.5M +$178K +41,165 +1%
1CP
5
1607 Capital Partners
Virginia
$10.4M -$305K -70,700 -3%
Invesco
6
Invesco
Georgia
$5.17M +$131K +30,389 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.02M -$83.6K -19,360 -2%
Bank of America
8
Bank of America
North Carolina
$4.56M -$180K -41,589 -4%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.71M – – –
UBS Group
10
UBS Group
Switzerland
$2.45M +$87.7K +20,296 +4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.92M +$209K +48,375 +12%
AA
12
Ancora Advisors
Ohio
$1.85M -$213K -49,200 -10%
FIMG
13
Financial & Investment Management Group
Michigan
$1.34M +$624K +144,525 +87%
WP
14
WealthSource Partners
California
$1.05M +$92K +21,300 +10%
PPA
15
Parametric Portfolio Associates
Washington
$753K +$753K +174,375 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$719K +$19.2K +4,442 +3%
SRC
17
Shufro Rose & Co
New York
$605K +$4.32K +1,000 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$547K +$101K +23,289 +23%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$541K – – –
DA
20
Doliver Advisors
Texas
$528K -$17.1K -3,953 -3%
BRWA
21
B. Riley Wealth Advisors
Florida
$409K -$54.7K -12,654 -12%
BCA
22
Benchmark Capital Advisors
New York
$312K +$10.8K +2,500 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$301K +$238 +55 +0.1%
OC
24
Oppenheimer & Co
New York
$259K +$60.4K +14,000 +30%
RJA
25
Raymond James & Associates
Florida
$244K -$117K -26,941 -32%
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