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MFS Intermediate Income Trust
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Overview Fund Activity

70 hedge funds and large institutions have $170M invested in MFS Intermediate Income Trust in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$52.3M
2
Morgan Stanley
Morgan Stanley
New York
$5.62M
3
PAG
Private Advisor Group
New Jersey
$230K
4
AA
Ancora Advisors
Ohio
$2.02M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$637K

Top Sellers

1
KIM
Karpus Investment Management
New York
$16M
2
RVPG
Relative Value Partners Group
$15.3M
3
Wells Fargo
Wells Fargo
California
$41.7M
4
SRC
Shufro Rose & Co
New York
$600K
5
1CP
1607 Capital Partners
Virginia
$9.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$52.3M +$2.13M +498,762 +4%
Wells Fargo
2
Wells Fargo
California
$41.7M -$1.05M -244,191 -2%
KIM
3
Karpus Investment Management
New York
$16M -$8.26M -1,930,447 -34%
RVPG
4
Relative Value Partners Group
$15.3M -$1.12M -261,214 -7%
1CP
5
1607 Capital Partners
Virginia
$9.85M -$423K -98,900 -4%
Morgan Stanley
6
Morgan Stanley
New York
$5.62M +$647K +151,065 +13%
Invesco
7
Invesco
Georgia
$4.95M -$169K -39,531 -3%
Bank of America
8
Bank of America
North Carolina
$4.33M -$186K -43,476 -4%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.67M -$5.76K -1,345 -0.2%
UBS Group
10
UBS Group
Switzerland
$2.4M -$27.9K -6,524 -1%
AA
11
Ancora Advisors
Ohio
$2.02M +$189K +44,200 +10%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.91M – – –
FIMG
13
Financial & Investment Management Group
Michigan
$1.27M -$59K -13,783 -4%
WP
14
WealthSource Partners
California
$1.07M +$27.4K +6,400 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$637K +$95.5K +22,302 +18%
SRC
16
Shufro Rose & Co
New York
$600K -$605K -140,150 Closed
PPA
17
Parametric Portfolio Associates
Washington
$585K -$162K -37,783 -22%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$543K -$170K -39,746 -24%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$536K – – –
BRWA
20
B. Riley Wealth Advisors
Florida
$395K -$10.9K -2,533 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$305K +$6.68K +1,557 +2%
BCA
22
Benchmark Capital Advisors
New York
$284K -$25.7K -6,000 -8%
YP
23
Yellowstone Partners
Idaho
$253K +$253K +59,152 New
RJA
24
Raymond James & Associates
Florida
$232K -$9.61K -2,241 -4%
PAG
25
Private Advisor Group
New Jersey
$230K +$230K +54,193 New
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