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MFS Intermediate Income Trust

90 hedge funds and large institutions have $163M invested in MFS Intermediate Income Trust in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
18
Increased
16
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$41.9M -$121K -32,509 -0.3%
1CP
2
1607 Capital Partners
Virginia
$35.4M -$7.73M -2,072,669 -18%
Wells Fargo
3
Wells Fargo
California
$20.4M -$6.44M -1,726,245 -24%
KIM
4
Karpus Investment Management
New York
$16.6M -$169K -45,380 -1%
RVPG
5
Relative Value Partners Group
$12M +$139K +37,304 +1%
CF
6
Centaurus Financial
California
$10.7M +$7.16M +1,919,624 +202%
Morgan Stanley
7
Morgan Stanley
New York
$4.2M +$173K +46,367 +4%
Invesco
8
Invesco
Georgia
$3.95M -$283K -75,805 -7%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.93M +$1.93M +518,132 New
EW
10
Evoke Wealth
California
$1.85M +$1.56M +417,000 +535%
UBS Group
11
UBS Group
Switzerland
$1.52M -$15.3K -4,101 -1%
Bank of America
12
Bank of America
North Carolina
$1.4M -$34.9K -9,347 -2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$991K
DAS
14
Dynamic Advisor Solutions
Arizona
$887K +$401K +107,622 +83%
SFS
15
Shaker Financial Services
Virginia
$577K +$577K +154,785 New
AAM
16
Advisors Asset Management
Colorado
$551K +$93.3K +24,998 +20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$547K +$84.1K +22,514 +18%
PPA
18
Parametric Portfolio Associates
Washington
$524K -$197K -52,871 -27%
AIC
19
Ameritas Investment Company
Nebraska
$503K
PM
20
Penbrook Management
New York
$450K +$143K +38,300 +47%
SRC
21
Shufro Rose & Co
New York
$377K -$5.59K -1,500 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$366K
OC
23
Oppenheimer & Co
New York
$334K +$1.91K +511 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$292K -$30.8K -8,277 -10%
DWM
25
Dakota Wealth Management
Florida
$278K