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MFS Intermediate Income Trust
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Overview Fund Activity

80 hedge funds and large institutions have $168M invested in MFS Intermediate Income Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
21
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$3.51M
2
BlackRock
2
BlackRock
New York
$3.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.99M
4
AAM
4
Advisors Asset Management
Colorado
$454K
5
Wells Fargo
5
Wells Fargo
California
$26.7M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$41.7M
2
1CP
2
1607 Capital Partners
Virginia
$42.8M
3
Invesco
3
Invesco
Georgia
$4.2M
4
KIM
4
Karpus Investment Management
New York
$16.6M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$157K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$42.8M 11,562,255 -288,099 -2%
SIA
2
Sit Investment Associates
Minnesota
$41.7M 11,257,827 -2,134,168 -16%
Wells Fargo
3
Wells Fargo
California
$26.7M 7,208,546 +121,544 +2%
KIM
4
Karpus Investment Management
New York
$16.6M 4,487,236 -91,241 -2%
RVPG
5
Relative Value Partners Group
$11.8M 3,177,813 -65,557 -2%
Invesco
6
Invesco
Georgia
$4.2M 1,135,433 -211,104 -16%
Morgan Stanley
7
Morgan Stanley
New York
$3.99M 1,079,049 +208,703 +24%
CF
8
Centaurus Financial
California
$3.51M 949,302 +949,302 New
BlackRock
9
BlackRock
New York
$3.32M 896,993 +896,993 New
UBS Group
10
UBS Group
Switzerland
$1.52M 410,362 -27,406 -6%
Bank of America
11
Bank of America
North Carolina
$1.42M 385,018 +71,731 +23%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K 265,023 – –
PPA
13
Parametric Portfolio Associates
Washington
$716K 193,461 +107,064 +124%
CAN
14
Claraphi Advisory Network
United States
$653K 176,604 -46,072 -21%
AIC
15
Ameritas Investment Company
Nebraska
$503K 136,081 -1,700 -1%
DAS
16
Dynamic Advisor Solutions
Arizona
$482K 130,187 +31,046 +31%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$459K 123,943 -25,715 -17%
AAM
18
Advisors Asset Management
Colorado
$454K 122,643 +122,643 New
RJA
19
Raymond James & Associates
Florida
$422K 114,090 +18,018 +19%
SRC
20
Shufro Rose & Co
New York
$380K 102,690 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$363K 97,990 +1,202 +1%
OC
22
Oppenheimer & Co
New York
$330K 89,073 -51,067 -36%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$321K 86,792 +47,441 +121%
PM
24
Penbrook Management
New York
$304K 82,229 -1,000 -1%
EW
25
Evoke Wealth
California
$289K 78,000 +78,000 New
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