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MFS Intermediate Income Trust
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Overview Fund Activity

94 hedge funds and large institutions have $171M invested in MFS Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
22
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$7.17M
2
Ameriprise
Ameriprise
Minnesota
+$628K
3
EW
Evoke Wealth
California
+$393K
4
SFS
Shaker Financial Services
Virginia
+$222K
5
SIA
Sit Investment Associates
Minnesota
+$213K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.5M
2
1CP
1607 Capital Partners
Virginia
-$1.31M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.18M
4
SRC
Shufro Rose & Co
New York
-$377K
5
Bank of America
Bank of America
North Carolina
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$43M +$213K +55,775 +0.5%
1CP
2
1607 Capital Partners
Virginia
$34.8M -$1.31M -345,127 -4%
Wells Fargo
3
Wells Fargo
California
$20.9M -$5.71K -1,499 -0%
CF
4
Centaurus Financial
California
$18.1M +$7.17M +1,881,654 +66%
KIM
5
Karpus Investment Management
New York
$15.4M -$1.5M -393,300 -9%
RVPG
6
Relative Value Partners Group
$12.4M +$134K +35,232 +1%
Morgan Stanley
7
Morgan Stanley
New York
$4.3M +$9.41K +2,471 +0.2%
Invesco
8
Invesco
Georgia
$4.17M +$136K +35,727 +3%
EW
9
Evoke Wealth
California
$2.28M +$393K +103,033 +21%
UBS Group
10
UBS Group
Switzerland
$1.49M -$56.4K -14,806 -4%
Bank of America
11
Bank of America
North Carolina
$1.22M -$217K -56,861 -15%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
DAS
13
Dynamic Advisor Solutions
Arizona
$990K +$83.7K +21,963 +9%
Ameriprise
14
Ameriprise
Minnesota
$826K +$628K +164,818 +317%
SFS
15
Shaker Financial Services
Virginia
$812K +$222K +58,234 +38%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$791K -$1.18M -310,532 -60%
AIC
17
Ameritas Investment Company
Nebraska
$651K +$133K +34,877 +26%
PPA
18
Parametric Portfolio Associates
Washington
$650K +$114K +29,927 +21%
AAM
19
Advisors Asset Management
Colorado
$558K -$4.86K -1,274 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$535K -$23.4K -6,146 -4%
PM
21
Penbrook Management
New York
$457K -$1.9K -500 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$350K -$22.8K -6,000 -6%
OC
23
Oppenheimer & Co
New York
$343K +$1.99K +522 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$298K -$780 -205 -0.3%
DWM
25
Dakota Wealth Management
Florida
$283K – – –
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