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MFS Intermediate Income Trust
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Overview Fund Activity

74 hedge funds and large institutions have $181M invested in MFS Intermediate Income Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.35M
2
CS
Credit Suisse
Switzerland
+$860K
3
SFS
Shaker Financial Services
Virginia
+$739K
4
AA
Ancora Advisors
Ohio
+$468K
5
RVPG
Relative Value Partners Group
+$288K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.95M
2
KIM
Karpus Investment Management
New York
-$1.61M
3
ICM
Ionic Capital Management
New York
-$856K
4
Bank of America
Bank of America
North Carolina
-$293K
5
Invesco
Invesco
Georgia
-$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$59.5M +$4.35M +1,139,173 +8%
1CP
2
1607 Capital Partners
Virginia
$46M -$45.8K -12,000 -0.1%
Wells Fargo
3
Wells Fargo
California
$40.7M -$3.95M -1,033,702 -9%
RVPG
4
Relative Value Partners Group
$12.5M +$288K +75,406 +2%
Invesco
5
Invesco
Georgia
$4.93M -$165K -43,132 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.24M -$20.6K -5,394 -0.6%
Bank of America
7
Bank of America
North Carolina
$1.75M -$293K -76,630 -14%
UBS Group
8
UBS Group
Switzerland
$1.71M +$67.5K +17,679 +4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
CS
10
Credit Suisse
Switzerland
$860K +$860K +225,000 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$745K – – –
SFS
12
Shaker Financial Services
Virginia
$739K +$739K +193,519 New
OC
13
Oppenheimer & Co
New York
$538K +$1.93K +505 +0.4%
AA
14
Ancora Advisors
Ohio
$510K +$468K +122,417 +1,113%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$487K +$120K +31,400 +33%
Ameriprise
16
Ameriprise
Minnesota
$465K +$33.8K +8,866 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$422K -$150K -39,360 -26%
LCM
18
Landscape Capital Management
New Jersey
$394K -$39.2K -10,260 -9%
SRC
19
Shufro Rose & Co
New York
$393K -$9.93K -2,600 -2%
RJA
20
Raymond James & Associates
Florida
$355K +$12.3K +3,217 +4%
AIC
21
Ameritas Investment Company
Nebraska
$350K +$151K +39,498 +76%
DAS
22
Dynamic Advisor Solutions
Arizona
$341K +$88.4K +23,126 +35%
PM
23
Penbrook Management
New York
$321K -$64.3K -16,831 -17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$300K +$51.3K +13,432 +21%
DHFB
25
Dixon Hubard Feinour & Brown
Virginia
$181K – – –
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