MIN

MFS Intermediate Income Trust
MIN

Overview Fund Activity

82 hedge funds and large institutions have $158M invested in MFS Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-12
Holders Change %
-12.77%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
26
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
$24.5M
2
SIA
Sit Investment Associates
Minnesota
$46.1M
3
PPA
Parametric Portfolio Associates
Washington
$2.88M
4
Wells Fargo
Wells Fargo
California
$21.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$502K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$19.4M
2
RVPG
Relative Value Partners Group
$6.37M
3
KIM
Karpus Investment Management
New York
$13.4M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$46.1M +$4.14M +1,111,796 +10%
CF
2
Centaurus Financial
California
$24.5M +$6.87M +1,845,694 +39%
Wells Fargo
3
Wells Fargo
California
$21.2M +$827K +222,315 +4%
1CP
4
1607 Capital Partners
Virginia
$19.4M -$14.6M -3,929,700 -43%
KIM
5
Karpus Investment Management
New York
$13.4M -$1.7M -456,850 -11%
RVPG
6
Relative Value Partners Group
$6.37M -$5.72M -1,537,864 -47%
Invesco
7
Invesco
Georgia
$4.18M +$107K +28,889 +3%
Morgan Stanley
8
Morgan Stanley
New York
$4.01M -$182K -48,996 -4%
PPA
9
Parametric Portfolio Associates
Washington
$2.88M +$2.24M +602,324 +353%
EW
10
Evoke Wealth
California
$2.48M +$250K +67,300 +11%
Bank of America
11
Bank of America
North Carolina
$1.54M +$349K +93,878 +29%
UBS Group
12
UBS Group
Switzerland
$1.27M -$190K -51,121 -13%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$991K – – –
Ameriprise
14
Ameriprise
Minnesota
$855K +$42.9K +11,461 +5%
AAM
15
Advisors Asset Management
Colorado
$538K -$6.8K -1,828 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$502K +$407K +109,862 +430%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$469K -$52.9K -14,216 -10%
PM
18
Penbrook Management
New York
$445K -$1.86K -500 -0.4%
DAS
19
Dynamic Advisor Solutions
Arizona
$427K -$539K -144,893 -56%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$421K +$221K +59,400 +110%
SFS
21
Shaker Financial Services
Virginia
$377K -$416K -111,695 -52%
OC
22
Oppenheimer & Co
New York
$337K +$1.97K +530 +0.6%
DHFB
23
Dixon Hubard Feinour & Brown
Virginia
$334K +$167K +44,800 +100%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$318K -$24.2K -6,500 -7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$299K +$8.08K +2,174 +3%
1
2 3 4