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MFS Intermediate Income Trust
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Overview Fund Activity

99 hedge funds and large institutions have $144M invested in MFS Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$20.3M
2
Wells Fargo
Wells Fargo
California
$2.94M
3
EW
Evoke Wealth
California
$1M
4
WAM
Wolverine Asset Management
Illinois
$581K
5
AAS
Ameritas Advisory Services
Nebraska
$443K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$15.4M
2
Morgan Stanley
Morgan Stanley
New York
$3.74M
3
SWP
Significant Wealth Partners
Illinois
$0
4
TW
Transform Wealth
Colorado
$0
5
Invesco
Invesco
Georgia
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$58.5M +$226K +85,125 +0.4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$21.9M – – –
KIM
3
Karpus Investment Management
New York
$20.3M +$6.83M +2,568,806 +51%
1CP
4
1607 Capital Partners
Virginia
$15.4M -$11.5M -4,320,362 -43%
Morgan Stanley
5
Morgan Stanley
New York
$3.74M -$3.81M -1,433,398 -50%
Ameriprise
6
Ameriprise
Minnesota
$3.74M +$57.1K +21,498 +2%
Wells Fargo
7
Wells Fargo
California
$2.94M +$2.71M +1,020,347 +1,191%
Invesco
8
Invesco
Georgia
$2.8M -$607K -228,197 -18%
EH
9
Equitable Holdings
New York
$1.1M +$4.35K +1,636 +0.4%
EW
10
Evoke Wealth
California
$1M +$923K +347,000 +1,157%
Bank of America
11
Bank of America
North Carolina
$956K +$24.7K +9,269 +3%
LCM
12
Landscape Capital Management
New Jersey
$819K +$376K +141,235 +85%
RVPG
13
Relative Value Partners Group
$721K -$158K -55,907 -18%
HC
14
Hara Capital
Washington
$683K -$339K -127,500 -33%
NA
15
NewEdge Advisors
Louisiana
$630K -$49.5K -18,600 -7%
KWM
16
Kingsview Wealth Management
Oregon
$602K -$920 -346 -0.2%
FAG
17
Fortitude Advisory Group
Washington
$599K +$27.1K +10,203 +5%
WAM
18
Wolverine Asset Management
Illinois
$581K +$453K +170,183 +354%
UBS Group
19
UBS Group
Switzerland
$450K +$49K +18,424 +12%
AAS
20
Ameritas Advisory Services
Nebraska
$443K +$443K +169,058 New
Osaic Holdings
21
Osaic Holdings
Arizona
$365K -$61.3K -23,040 -14%
PAG
22
Private Advisor Group
New Jersey
$363K +$101K +37,918 +39%
TWM
23
Tolleson Wealth Management
Texas
$348K – – –
SFS
24
Shaker Financial Services
Virginia
$311K +$87.3K +32,814 +39%
SI
25
Stephens Inc
Arkansas
$303K -$37.2K -14,000 -11%
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