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MFS Intermediate Income Trust

75 hedge funds and large institutions have $167M invested in MFS Intermediate Income Trust in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$51.6M +$1.36M +347,170 +3%
Wells Fargo
2
Wells Fargo
California
$44.2M +$606K +154,274 +1%
1CP
3
1607 Capital Partners
Virginia
$17.2M +$7.31M +1,861,308 +74%
RVPG
4
Relative Value Partners Group
$12M -$138K -35,101 -1%
KIM
5
Karpus Investment Management
New York
$6.88M -$1.37M -347,934 -17%
Invesco
6
Invesco
Georgia
$4.74M +$70.1K +17,841 +2%
Bank of America
7
Bank of America
North Carolina
$4.09M -$1.04M -265,591 -20%
Morgan Stanley
8
Morgan Stanley
New York
$4.01M +$200K +50,882 +5%
LPL Financial
9
LPL Financial
California
$3.54M +$362K +92,132 +11%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$2.76M -$533K -135,576 -16%
AA
11
Ancora Advisors
Ohio
$2.62M +$129K +32,735 +5%
UBS Group
12
UBS Group
Switzerland
$2.03M -$55.4K -14,096 -3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.75M
FIMG
14
Financial & Investment Management Group
Michigan
$1.36M -$48.4K -12,325 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$690K +$88.9K +22,622 +15%
PM
16
Penbrook Management
New York
$556K -$1.97K -500 -0.4%
SRC
17
Shufro Rose & Co
New York
$551K -$582K -140,150 Closed
WP
18
WealthSource Partners
California
$548K -$269K -68,370 -33%
LCM
19
Landscape Capital Management
New Jersey
$500K +$183K +46,424 +58%
DHFB
20
Dixon Hubard Feinour & Brown
Virginia
$492K
PPA
21
Parametric Portfolio Associates
Washington
$483K -$145K -36,917 -23%
RJA
22
Raymond James & Associates
Florida
$407K +$111K +28,184 +37%
BCA
23
Benchmark Capital Advisors
New York
$253K
DAS
24
Dynamic Advisor Solutions
Arizona
$249K +$249K +63,434 New
TSS
25
Two Sigma Securities
New York
$234K +$234K +59,557 New