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MFS Intermediate Income Trust

84 hedge funds and large institutions have $140M invested in MFS Intermediate Income Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$52.5M +$10.4M +3,716,560 +25%
1CP
2
1607 Capital Partners
Virginia
$30.4M +$4.91M +1,748,600 +19%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.4M +$4.36M +1,552,219 +24%
Morgan Stanley
4
Morgan Stanley
New York
$7.59M -$958K -340,811 -11%
KIM
5
Karpus Investment Management
New York
$5.01M +$3.07M +1,093,385 +159%
Invesco
6
Invesco
Georgia
$3.97M +$49.2K +17,514 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.54M +$1.56M +553,627 +78%
Bank of America
8
Bank of America
North Carolina
$2.04M +$124K +44,177 +6%
RVPG
9
Relative Value Partners Group
$1.71M +$464K +165,076 +37%
EW
10
Evoke Wealth
California
$1.24M
Ameriprise
11
Ameriprise
Minnesota
$1M +$87.2K +31,011 +10%
NA
12
NewEdge Advisors
Louisiana
$901K +$1.68K +599 +0.2%
UBS Group
13
UBS Group
Switzerland
$533K +$6.29K +2,242 +1%
FAG
14
Fortitude Advisory Group
Washington
$499K +$4.98K +1,771 +1%
AAS
15
Ameritas Advisory Services
Nebraska
$493K -$14.1K -5,007 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$465K +$149K +52,835 +47%
LCM
17
Landscape Capital Management
New Jersey
$383K +$40.6K +14,462 +12%
SI
18
Stephens Inc
Arkansas
$338K +$84.3K +30,000 +33%
PM
19
Penbrook Management
New York
$315K -$4.22K -1,500 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$297K -$5.62K -1,999 -2%
CF
21
Centaurus Financial
California
$296K -$20.4M -7,236,639 -99%
PAG
22
Private Advisor Group
New Jersey
$284K +$244K +86,861 +607%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$230K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$225K -$44.3K -15,777 -16%
OC
25
Oppenheimer & Co
New York
$218K +$1.79K +637 +0.8%