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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $148M invested in MFS Intermediate Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$14.4M
2
UBS Group
UBS Group
Switzerland
$2.36M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.5M
4
EH
Equitable Holdings
New York
$882K
5
SIA
Sit Investment Associates
Minnesota
$54M

Top Sellers

1
RVPG
Relative Value Partners Group
$1.23M
2
Invesco
Invesco
Georgia
$2.81M
3
1CP
1607 Capital Partners
Virginia
$27.8M
4
Bank of America
Bank of America
North Carolina
$973K
5
Morgan Stanley
Morgan Stanley
New York
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$54M +$178K +64,895 +0.3%
1CP
2
1607 Capital Partners
Virginia
$27.8M -$466K -169,900 -2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.5M +$476K +173,620 +2%
KIM
4
Karpus Investment Management
New York
$14.4M +$3.11M +1,133,988 +27%
Morgan Stanley
5
Morgan Stanley
New York
$6.61M -$195K -71,096 -3%
Invesco
6
Invesco
Georgia
$2.81M -$813K -296,866 -22%
Ameriprise
7
Ameriprise
Minnesota
$2.59M +$41.4K +15,116 +2%
UBS Group
8
UBS Group
Switzerland
$2.36M +$1.92M +699,729 +429%
GA
9
GraniteShares Advisors
New York
$1.37M -$14.6K -5,316 -1%
TW
10
Transform Wealth
Colorado
$1.26M – – –
RVPG
11
Relative Value Partners Group
$1.23M -$1.44M -525,599 -54%
EW
12
Evoke Wealth
California
$1.03M -$98.9K -36,100 -9%
Bank of America
13
Bank of America
North Carolina
$973K -$349K -127,472 -26%
EH
14
Equitable Holdings
New York
$882K +$259K +94,448 +42%
NA
15
NewEdge Advisors
Louisiana
$821K +$17.5K +6,400 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$569K -$600 -219 -0.1%
FAG
17
Fortitude Advisory Group
Washington
$559K +$59.1K +21,579 +12%
AAS
18
Ameritas Advisory Services
Nebraska
$429K -$27.1K -9,716 -6%
SI
19
Stephens Inc
Arkansas
$360K +$3.43K +1,250 +1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$314K +$149K +54,347 +90%
PAG
21
Private Advisor Group
New Jersey
$303K -$5.36K -1,922 -2%
OC
22
Oppenheimer & Co
New York
$271K -$54.8K -20,000 -17%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$225K – – –
Wells Fargo
24
Wells Fargo
California
$201K -$11.2K -4,070 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$194K -$50.3K -18,320 -21%
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