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MFS Intermediate Income Trust

91 hedge funds and large institutions have $146M invested in MFS Intermediate Income Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
0%
% 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
23
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$56.2M +$3.4M +1,269,124 +6%
1CP
2
1607 Capital Partners
Virginia
$27.2M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22M
KIM
4
Karpus Investment Management
New York
$13.7M -$386K -144,154 -3%
Morgan Stanley
5
Morgan Stanley
New York
$4.64M -$1.82M -678,242 -28%
Invesco
6
Invesco
Georgia
$3.1M +$349K +130,330 +13%
Ameriprise
7
Ameriprise
Minnesota
$2.57M +$36.4K +13,587 +1%
UBS Group
8
UBS Group
Switzerland
$2.22M -$90.2K -33,670 -4%
GA
9
GraniteShares Advisors
New York
$1.39M +$53.4K +19,931 +4%
EW
10
Evoke Wealth
California
$1.01M
Bank of America
11
Bank of America
North Carolina
$980K +$28.2K +10,532 +3%
EH
12
Equitable Holdings
New York
$955K +$92.5K +34,522 +11%
RVPG
13
Relative Value Partners Group
$803K -$403K -150,502 -33%
NA
14
NewEdge Advisors
Louisiana
$663K -$140K -52,100 -17%
TW
15
Transform Wealth
Colorado
$637K -$593K -221,406 -48%
FAG
16
Fortitude Advisory Group
Washington
$571K +$24.8K +9,263 +5%
KWM
17
Kingsview Wealth Management
Oregon
$566K +$566K +211,161 New
Osaic Holdings
18
Osaic Holdings
Arizona
$506K -$50.8K -18,963 -9%
AAS
19
Ameritas Advisory Services
Nebraska
$390K -$14.8K -5,614 -4%
SI
20
Stephens Inc
Arkansas
$350K -$2.68K -1,000 -0.8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$307K +$402 +150 +0.1%
Wells Fargo
22
Wells Fargo
California
$288K +$91.6K +34,193 +47%
PAG
23
Private Advisor Group
New Jersey
$278K -$13K -4,843 -4%
OC
24
Oppenheimer & Co
New York
$265K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$220K