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MFS Intermediate Income Trust
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Overview Fund Activity

81 hedge funds and large institutions have $145M invested in MFS Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$37.2M
2
SIA
2
Sit Investment Associates
Minnesota
$46.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.36M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$977K
5
Bank of America
5
Bank of America
North Carolina
$2.05M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$485K
2
Wells Fargo
2
Wells Fargo
California
$18.8M
3
1CP
3
1607 Capital Partners
Virginia
$9.77M
4
SFS
4
Shaker Financial Services
Virginia
$528K
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$46.4M 12,824,109 +628,082 +5%
CF
2
Centaurus Financial
California
$37.2M 10,273,988 +1,583,177 +18%
Wells Fargo
3
Wells Fargo
California
$18.8M 5,181,304 -412,912 -7%
1CP
4
1607 Capital Partners
Virginia
$9.77M 2,699,259 -148,400 -5%
PPA
5
Parametric Portfolio Associates
Washington
$8.36M 2,307,896 +543,914 +31%
Invesco
6
Invesco
Georgia
$5.14M 1,419,446 +3,340 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$3.6M 994,113 -19,190 -2%
EW
8
Evoke Wealth
California
$2.66M 735,333 +30,000 +4%
Bank of America
9
Bank of America
North Carolina
$2.05M 566,037 +81,794 +17%
UBS Group
10
UBS Group
Switzerland
$1.23M 338,577 -21,279 -6%
Ameriprise
11
Ameriprise
Minnesota
$1.01M 279,600 +15,699 +6%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$977K 270,012 +86,600 +47%
Osaic Holdings
13
Osaic Holdings
Arizona
$629K 173,619 +20,545 +13%
AIC
14
Ameritas Investment Company
Nebraska
$608K 167,946 +7,627 +5%
SFS
15
Shaker Financial Services
Virginia
$528K 145,826 -95,495 -40%
KIM
16
Karpus Investment Management
New York
$485K 133,951 -2,594,049 -95%
PM
17
Penbrook Management
New York
$424K 117,029 -1,500 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$385K 106,627 +327 +0.3%
AAM
19
Advisors Asset Management
Colorado
$361K 99,701 -41,328 -29%
OC
20
Oppenheimer & Co
New York
$332K 91,709 +541 +0.6%
DAS
21
Dynamic Advisor Solutions
Arizona
$322K 88,968 -2,450 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$311K 85,890 +11 +0%
SI
23
Stephens Inc
Arkansas
$258K 71,305 – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$247K 68,136 +6,016 +10%
GA
25
Greytown Advisors
Florida
$207K 57,265 – –
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