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MFS Intermediate Income Trust
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Overview Fund Activity

75 hedge funds and large institutions have $166M invested in MFS Intermediate Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$47.3M
3
RVPG
3
Relative Value Partners Group
$11.6M
4
AIC
4
Ameritas Investment Company
Nebraska
$200K
5
MFW
5
Meristem Family Wealth
Minnesota
$170K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$27.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$811K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.94M
4
Bank of America
4
Bank of America
North Carolina
$3.32M
5
AA
5
Ancora Advisors
Ohio
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$47.3M 12,882,965 +967,277 +8%
1CP
2
1607 Capital Partners
Virginia
$38.6M 10,521,357 +3,573,805 +51%
SIA
3
Sit Investment Associates
Minnesota
$27.8M 7,584,250 -1,485,902 -16%
KIM
4
Karpus Investment Management
New York
$14.7M 3,997,660 -8,050 -0.2%
RVPG
5
Relative Value Partners Group
$11.6M 3,157,518 +245,804 +8%
Invesco
6
Invesco
Georgia
$4.32M 1,175,626 -95,575 -8%
Bank of America
7
Bank of America
North Carolina
$3.32M 903,457 -145,921 -14%
Morgan Stanley
8
Morgan Stanley
New York
$2.94M 800,309 -162,445 -17%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.37M 645,481 -30,470 -5%
AA
10
Ancora Advisors
Ohio
$1.75M 476,082 -103,893 -18%
UBS Group
11
UBS Group
Switzerland
$1.73M 470,520 -15,855 -3%
FIMG
12
Financial & Investment Management Group
Michigan
$1.22M 333,460 +17,819 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$811K 220,918 -202,850 -48%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$651K 177,472 -11,378 -6%
LPL Financial
15
LPL Financial
California
$617K 168,090 -42,073 -20%
PM
16
Penbrook Management
New York
$424K 115,460 -26,000 -18%
SRC
17
Shufro Rose & Co
New York
$417K 113,630 -10,060 -8%
LCM
18
Landscape Capital Management
New Jersey
$407K 111,016 -11,142 -9%
RJA
19
Raymond James & Associates
Florida
$366K 99,659 +13,795 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$361K 98,430 -42,287 -30%
DWM
21
Dakota Wealth Management
Florida
$251K 68,675 – –
BCA
22
Benchmark Capital Advisors
New York
$218K 59,300 -1,000 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$213K 58,035 +23,952 +70%
WP
24
WealthSource Partners
California
$212K 57,730 -9,000 -13%
DAS
25
Dynamic Advisor Solutions
Arizona
$208K 56,556 -2,998 -5%
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