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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $177M invested in MFS Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.82M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.34M
3
1CP
1607 Capital Partners
Virginia
+$2.84M
4
Morgan Stanley
Morgan Stanley
New York
+$618K
5
PPA
Parametric Portfolio Associates
Washington
+$383K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.5M
2
CS
Credit Suisse
Switzerland
-$860K
3
Bank of America
Bank of America
North Carolina
-$391K
4
LCM
Landscape Capital Management
New Jersey
-$323K
5
AA
Ancora Advisors
Ohio
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$63M +$3.82M +1,004,387 +6%
1CP
2
1607 Capital Partners
Virginia
$48.6M +$2.84M +748,212 +6%
Wells Fargo
3
Wells Fargo
California
$25M -$15.5M -4,069,834 -38%
RVPG
4
Relative Value Partners Group
$12.6M +$221K +58,204 +2%
Invesco
5
Invesco
Georgia
$5.26M +$361K +95,032 +7%
Morgan Stanley
6
Morgan Stanley
New York
$3.84M +$618K +162,617 +19%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.34M +$3.34M +879,126 New
UBS Group
8
UBS Group
Switzerland
$1.76M +$60K +15,804 +4%
CCIM
9
Chapwood Capital Investment Management
Texas
$1.45M +$1.45M +382,653 New
Bank of America
10
Bank of America
North Carolina
$1.35M -$391K -102,878 -22%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$811K +$70.4K +18,545 +10%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$643K +$159K +41,800 +33%
SFS
14
Shaker Financial Services
Virginia
$636K -$99.1K -26,097 -13%
PPA
15
Parametric Portfolio Associates
Washington
$549K +$383K +100,685 +230%
OC
16
Oppenheimer & Co
New York
$536K +$1.96K +516 +0.4%
AIC
17
Ameritas Investment Company
Nebraska
$466K +$118K +30,966 +34%
Ameriprise
18
Ameriprise
Minnesota
$446K -$17.1K -4,505 -4%
SRC
19
Shufro Rose & Co
New York
$390K -$760 -200 -0.2%
DAS
20
Dynamic Advisor Solutions
Arizona
$385K +$46K +12,089 +14%
RJA
21
Raymond James & Associates
Florida
$347K -$6.42K -1,686 -2%
PM
22
Penbrook Management
New York
$319K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$316K +$17.9K +4,727 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$278K -$142K -37,411 -34%
BS
25
Boenning & Scattergood
Pennsylvania
$273K +$273K +71,950 New
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