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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
26
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
RVPG
2
Relative Value Partners Group
$2.55M
3
1CP
3
1607 Capital Partners
Virginia
$30.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$22.5M
5
EH
5
Equitable Holdings
New York
$446K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$1.39M
3
LCM
3
Landscape Capital Management
New Jersey
$101K
4
PM
4
Penbrook Management
New York
$189K
5
UBS Group
5
UBS Group
Switzerland
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$51.5M -$46.1K -16,712 -0.1%
1CP
2
1607 Capital Partners
Virginia
$30.7M +$784K +284,100 +3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.5M +$488K +176,824 +2%
KIM
4
Karpus Investment Management
New York
$10.4M +$5.45M +1,975,263 +111%
Morgan Stanley
5
Morgan Stanley
New York
$7.74M +$288K +104,358 +4%
Invesco
6
Invesco
Georgia
$3.91M +$5.17K +1,874 +0.1%
RVPG
7
Relative Value Partners Group
$2.55M +$877K +317,639 +52%
Bank of America
8
Bank of America
North Carolina
$1.39M -$610K -221,128 -30%
Ameriprise
9
Ameriprise
Minnesota
$1.3M +$318K +115,377 +32%
EW
10
Evoke Wealth
California
$1.14M -$73.6K -26,667 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.1M -$2.38M -861,671 -68%
AAS
12
Ameritas Advisory Services
Nebraska
$866K +$381K +138,077 +79%
NA
13
NewEdge Advisors
Louisiana
$859K -$26.5K -9,600 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$563K +$107K +38,884 +24%
FAG
15
Fortitude Advisory Group
Washington
$495K +$5.03K +1,824 +1%
EH
16
Equitable Holdings
New York
$446K +$408K +147,750 +1,055%
UBS Group
17
UBS Group
Switzerland
$439K -$84.9K -30,752 -16%
SI
18
Stephens Inc
Arkansas
$360K +$27.6K +10,000 +8%
OC
19
Oppenheimer & Co
New York
$327K +$112K +40,640 +52%
CF
20
Centaurus Financial
California
$290K – – –
PAG
21
Private Advisor Group
New Jersey
$287K +$13.5K +4,976 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$241K -$51.2K -18,502 -18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$240K +$19.3K +7,026 +9%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$226K – – –
PM
25
Penbrook Management
New York
$189K -$120K -43,500 -39%
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