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MFS Intermediate Income Trust
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Overview Fund Activity

77 hedge funds and large institutions have $165M invested in MFS Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
14
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$1.8M
3
CAN
Claraphi Advisory Network
United States
+$802K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$275K
5
DWM
Dakota Wealth Management
Florida
+$268K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$11.4M
2
1CP
1607 Capital Partners
Virginia
-$3.39M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$811K
5
SFS
Shaker Financial Services
Virginia
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$48.2M -$11.4M -3,178,246 -19%
1CP
2
1607 Capital Partners
Virginia
$42.7M -$3.39M -941,715 -7%
Wells Fargo
3
Wells Fargo
California
$25.5M +$1.8M +500,008 +8%
KIM
4
Karpus Investment Management
New York
$16.5M +$16.5M +4,578,477 New
RVPG
5
Relative Value Partners Group
$11.7M -$306K -84,946 -3%
Invesco
6
Invesco
Georgia
$4.85M -$139K -38,562 -3%
Morgan Stanley
7
Morgan Stanley
New York
$3.13M -$502K -139,387 -14%
UBS Group
8
UBS Group
Switzerland
$1.58M -$88.1K -24,465 -5%
Bank of America
9
Bank of America
North Carolina
$1.13M -$154K -42,639 -12%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
CAN
11
Claraphi Advisory Network
United States
$802K +$802K +222,676 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$539K +$275K +76,468 +104%
OC
13
Oppenheimer & Co
New York
$505K -$3.73K -1,036 -0.7%
AIC
14
Ameritas Investment Company
Nebraska
$496K +$54.5K +15,146 +12%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$460K -$149K -41,495 -25%
SRC
16
Shufro Rose & Co
New York
$370K – – –
DAS
17
Dynamic Advisor Solutions
Arizona
$357K -$7.68K -2,133 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$348K +$48.7K +13,539 +16%
RJA
19
Raymond James & Associates
Florida
$346K +$17.6K +4,877 +5%
PPA
20
Parametric Portfolio Associates
Washington
$311K -$209K -58,110 -40%
PM
21
Penbrook Management
New York
$300K -$2.88K -800 -1%
DWM
22
Dakota Wealth Management
Florida
$268K +$268K +74,400 New
AA
23
Ancora Advisors
Ohio
$211K -$9.02K -2,500 -4%
SI
24
Stephens Inc
Arkansas
$206K +$45K +12,500 +28%
BS
25
Boenning & Scattergood
Pennsylvania
$205K -$54K -15,000 -21%
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