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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $153M invested in MFS Intermediate Income Trust in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$32.5M
2
PPA
2
Parametric Portfolio Associates
Washington
$6.6M
3
Invesco
3
Invesco
Georgia
$5.3M
4
AIC
4
Ameritas Investment Company
Nebraska
$600K
5
SFS
5
Shaker Financial Services
Virginia
$903K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$10.7M
2
RVPG
2
Relative Value Partners Group
$0
3
KIM
3
Karpus Investment Management
New York
$10.2M
4
SIA
4
Sit Investment Associates
Minnesota
$45.6M
5
Wells Fargo
5
Wells Fargo
California
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$45.6M 12,196,027 -196,862 -2%
CF
2
Centaurus Financial
California
$32.5M 8,690,811 +2,094,537 +32%
Wells Fargo
3
Wells Fargo
California
$20.9M 5,594,216 -108,901 -2%
1CP
4
1607 Capital Partners
Virginia
$10.7M 2,847,659 -2,367,100 -45%
KIM
5
Karpus Investment Management
New York
$10.2M 2,728,000 -863,706 -24%
PPA
6
Parametric Portfolio Associates
Washington
$6.6M 1,763,982 +991,141 +128%
Invesco
7
Invesco
Georgia
$5.3M 1,416,106 +291,862 +26%
Morgan Stanley
8
Morgan Stanley
New York
$3.79M 1,013,303 -65,588 -6%
EW
9
Evoke Wealth
California
$2.64M 705,333 +40,000 +6%
Bank of America
10
Bank of America
North Carolina
$1.81M 484,243 +71,555 +17%
UBS Group
11
UBS Group
Switzerland
$1.35M 359,856 +19,522 +6%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K 265,023 – –
Ameriprise
13
Ameriprise
Minnesota
$987K 263,901 +35,582 +16%
SFS
14
Shaker Financial Services
Virginia
$903K 241,321 +139,997 +138%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$686K 183,412 +70,112 +62%
AIC
16
Ameritas Investment Company
Nebraska
$600K 160,319 +160,319 New
Osaic Holdings
17
Osaic Holdings
Arizona
$572K 153,074 +17,636 +13%
AAM
18
Advisors Asset Management
Colorado
$527K 141,029 -3,510 -2%
PM
19
Penbrook Management
New York
$443K 118,529 -1,000 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$397K 106,300 +25,816 +32%
DAS
21
Dynamic Advisor Solutions
Arizona
$342K 91,418 -23,461 -20%
OC
22
Oppenheimer & Co
New York
$341K 91,168 +532 +0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$321K 85,879 +389 +0.5%
SI
24
Stephens Inc
Arkansas
$267K 71,305 – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$232K 62,120 +11,720 +23%
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