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MFS Intermediate Income Trust
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Overview Fund Activity

101 hedge funds and large institutions have $152M invested in MFS Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.61M
2
SIA
2
Sit Investment Associates
Minnesota
$58.7M
3
Ameriprise
3
Ameriprise
Minnesota
$3.72M
4
LCM
4
Landscape Capital Management
New Jersey
$446K
5
TWM
5
Tolleson Wealth Management
Texas
$351K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$404K
2
GA
2
GraniteShares Advisors
New York
$0
3
EW
3
Evoke Wealth
California
$80.4K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
1CP
5
1607 Capital Partners
Virginia
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$58.7M 21,892,059 +932,085 +4%
1CP
2
1607 Capital Partners
Virginia
$27.1M 10,104,432 -50,230 -0.5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22M 8,222,126 – –
KIM
4
Karpus Investment Management
New York
$13.6M 5,071,865 -47,519 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$7.61M 2,841,012 +1,108,497 +64%
Ameriprise
6
Ameriprise
Minnesota
$3.72M 1,386,816 +427,433 +45%
Invesco
7
Invesco
Georgia
$3.43M 1,279,769 +124,844 +11%
SWP
8
Significant Wealth Partners
Illinois
$1.46M 546,050 +546,050 New
EH
9
Equitable Holdings
New York
$1.11M 412,846 +56,425 +16%
HC
10
Hara Capital
Washington
$1.03M 384,193 +384,193 New
Bank of America
11
Bank of America
North Carolina
$938K 350,153 -15,468 -4%
RVPG
12
Relative Value Partners Group
$835K 311,503 +11,750 +4%
NA
13
NewEdge Advisors
Louisiana
$695K 255,400 +7,900 +3%
TW
14
Transform Wealth
Colorado
$645K 240,694 +3,100 +1%
KWM
15
Kingsview Wealth Management
Oregon
$608K 226,712 +15,551 +7%
FAG
16
Fortitude Advisory Group
Washington
$576K 215,044 +1,859 +0.9%
LCM
17
Landscape Capital Management
New Jersey
$446K 166,560 +166,560 New
Osaic Holdings
18
Osaic Holdings
Arizona
$429K 160,181 -28,572 -15%
UBS Group
19
UBS Group
Switzerland
$404K 150,891 -678,226 -82%
TWM
20
Tolleson Wealth Management
Texas
$351K 130,836 +130,836 New
SI
21
Stephens Inc
Arkansas
$343K 128,055 -2,500 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$307K 114,647 – –
LPL Financial
23
LPL Financial
California
$283K 105,470 +43,190 +69%
OC
24
Oppenheimer & Co
New York
$265K 98,979 – –
PAG
25
Private Advisor Group
New Jersey
$264K 98,390 -5,474 -5%
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