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MFS Intermediate Income Trust
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Overview Fund Activity

78 hedge funds and large institutions have $180M invested in MFS Intermediate Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$49.4M
2
1CP
2
1607 Capital Partners
Virginia
$42.1M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.08M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$991K
5
SFS
5
Shaker Financial Services
Virginia
$731K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.57M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$2.92M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$48.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$49.4M 13,009,898 +5,425,648 +72%
Wells Fargo
2
Wells Fargo
California
$48.6M 12,801,434 -81,531 -0.6%
1CP
3
1607 Capital Partners
Virginia
$42.1M 11,090,657 +569,300 +5%
RVPG
4
Relative Value Partners Group
$12.2M 3,206,597 +49,079 +2%
Invesco
5
Invesco
Georgia
$4.84M 1,274,373 +98,747 +8%
Morgan Stanley
6
Morgan Stanley
New York
$3.34M 879,187 +78,878 +10%
Bank of America
7
Bank of America
North Carolina
$2.92M 768,740 -134,717 -15%
AA
8
Ancora Advisors
Ohio
$1.81M 476,000 -82 -0%
UBS Group
9
UBS Group
Switzerland
$1.62M 426,660 -43,860 -9%
KIM
10
Karpus Investment Management
New York
$1.57M 418,175 -3,579,485 -90%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.08M 284,693 +284,693 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K 265,023 +265,023 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$741K 194,968 -25,950 -12%
SFS
14
Shaker Financial Services
Virginia
$731K 192,497 +192,497 New
LCM
15
Landscape Capital Management
New Jersey
$704K 185,261 +74,245 +67%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$670K 176,223 -1,249 -0.7%
LPL Financial
17
LPL Financial
California
$602K 158,360 -9,730 -6%
OC
18
Oppenheimer & Co
New York
$443K 116,661 +116,661 New
Ameriprise
19
Ameriprise
Minnesota
$425K 111,740 +111,740 New
SRC
20
Shufro Rose & Co
New York
$417K 109,650 -3,980 -4%
PM
21
Penbrook Management
New York
$402K 105,660 -9,800 -8%
ICM
22
Ionic Capital Management
New York
$380K 100,117 +100,117 New
RJA
23
Raymond James & Associates
Florida
$268K 70,500 -29,159 -29%
DAS
24
Dynamic Advisor Solutions
Arizona
$266K 70,038 +13,482 +24%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$261K 68,600 +41,000 +149%
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