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MFS Intermediate Income Trust

95 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$54.4M 19,625,955 +964,804 +5%
1CP
2
1607 Capital Partners
Virginia
$28.6M 10,324,562 -789,700 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.3M 8,048,506 -104,099 -1%
KIM
4
Karpus Investment Management
New York
$11.4M 4,129,550 +372,616 +10%
Morgan Stanley
5
Morgan Stanley
New York
$6.87M 2,481,853 -321,883 -11%
Invesco
6
Invesco
Georgia
$3.66M 1,321,461 -94,428 -7%
RVPG
7
Relative Value Partners Group
$2.7M 975,854 +50,977 +6%
Ameriprise
8
Ameriprise
Minnesota
$2.58M 930,680 +458,139 +97%
GA
9
GraniteShares Advisors
New York
$1.4M 504,999 +504,999 New
Bank of America
10
Bank of America
North Carolina
$1.34M 482,561 -22,191 -4%
TW
11
Transform Wealth
Colorado
$1.27M 459,000 +459,000 New
EW
12
Evoke Wealth
California
$1.14M 413,100
NA
13
NewEdge Advisors
Louisiana
$809K 293,200 -18,000 -6%
EH
14
Equitable Holdings
New York
$630K 227,451 +65,701 +41%
Osaic Holdings
15
Osaic Holdings
Arizona
$576K 207,935 +4,104 +2%
FAG
16
Fortitude Advisory Group
Washington
$505K 182,343 +2,895 +2%
AAS
17
Ameritas Advisory Services
Nebraska
$453K 163,529 -150,091 -48%
UBS Group
18
UBS Group
Switzerland
$452K 163,058 +3,960 +2%
SI
19
Stephens Inc
Arkansas
$361K 130,305
OC
20
Oppenheimer & Co
New York
$330K 118,979 +650 +0.5%
PAG
21
Private Advisor Group
New Jersey
$306K 110,629 +4,477 +4%
CF
22
Centaurus Financial
California
$291K 105,215
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$227K 81,973
Wells Fargo
24
Wells Fargo
California
$214K 77,257 +25,867 +50%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$188K 68,029 -19,144 -22%