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MFS Intermediate Income Trust
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Overview Fund Activity

69 hedge funds and large institutions have $183M invested in MFS Intermediate Income Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-9
Holders Change %
-11.54%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
19
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.47M
2
1CP
1607 Capital Partners
Virginia
+$3.73M
3
ICM
Ionic Capital Management
New York
+$470K
4
Invesco
Invesco
Georgia
+$227K
5
AIC
Ameritas Investment Company
Nebraska
+$201K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.29M
2
AA
Ancora Advisors
Ohio
-$1.82M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.08M
4
Bank of America
Bank of America
North Carolina
-$901K
5
SFS
Shaker Financial Services
Virginia
-$731K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55.7M +$5.47M +1,416,783 +11%
1CP
2
1607 Capital Partners
Virginia
$46.5M +$3.73M +965,200 +9%
Wells Fargo
3
Wells Fargo
California
$45.1M -$4.29M -1,110,904 -9%
RVPG
4
Relative Value Partners Group
$12.3M -$45.9K -11,891 -0.4%
Invesco
5
Invesco
Georgia
$5.15M +$227K +58,826 +5%
Morgan Stanley
6
Morgan Stanley
New York
$3.29M -$103K -26,677 -3%
Bank of America
7
Bank of America
North Carolina
$2.07M -$901K -233,306 -30%
UBS Group
8
UBS Group
Switzerland
$1.66M +$8.07K +2,090 +0.5%
KIM
9
Karpus Investment Management
New York
$1.61M – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
ICM
11
Ionic Capital Management
New York
$856K +$470K +121,732 +122%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$753K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$579K -$101K -26,262 -15%
OC
14
Oppenheimer & Co
New York
$541K +$90.7K +23,494 +20%
LCM
15
Landscape Capital Management
New Jersey
$438K -$277K -71,798 -39%
Ameriprise
16
Ameriprise
Minnesota
$436K +$4.77K +1,235 +1%
SRC
17
Shufro Rose & Co
New York
$407K -$16.1K -4,160 -4%
PM
18
Penbrook Management
New York
$389K -$18.5K -4,800 -5%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$371K +$106K +27,400 +40%
RJA
20
Raymond James & Associates
Florida
$346K +$74K +19,164 +27%
DAS
21
Dynamic Advisor Solutions
Arizona
$255K -$15.4K -3,979 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$251K +$74.6K +19,355 +42%
AIC
23
Ameritas Investment Company
Nebraska
$201K +$201K +52,171 New
DHFB
24
Dixon Hubard Feinour & Brown
Virginia
$183K – – –
MFW
25
Meristem Family Wealth
Minnesota
$178K – – –
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