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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $147M invested in MFS Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$24.7M
2
Invesco
Invesco
Georgia
$3.39M
3
LPL Financial
LPL Financial
California
$680K
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
LCM
Landscape Capital Management
New Jersey
$1.04M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
WAM
Wolverine Asset Management
Illinois
$0
3
1CP
1607 Capital Partners
Virginia
$14.8M
4
EW
Evoke Wealth
California
$487K
5
SIA
Sit Investment Associates
Minnesota
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$58.1M -$378K -142,236 -0.6%
KIM
2
Karpus Investment Management
New York
$24.7M +$4.41M +1,657,470 +22%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21.9M +$22.5K +8,456 +0.1%
1CP
4
1607 Capital Partners
Virginia
$14.8M -$564K -212,108 -4%
Ameriprise
5
Ameriprise
Minnesota
$3.98M +$238K +89,342 +6%
Morgan Stanley
6
Morgan Stanley
New York
$3.75M +$9.78K +3,678 +0.3%
Invesco
7
Invesco
Georgia
$3.39M +$592K +222,540 +21%
Wells Fargo
8
Wells Fargo
California
$3.01M +$66.7K +25,057 +2%
EH
9
Equitable Holdings
New York
$1.1M +$1.63K +613 +0.1%
LCM
10
Landscape Capital Management
New Jersey
$1.04M +$217K +81,606 +27%
Bank of America
11
Bank of America
North Carolina
$943K -$12.9K -4,858 -1%
HC
12
Hara Capital
Washington
$683K – – –
LPL Financial
13
LPL Financial
California
$680K +$408K +153,364 +150%
AAS
14
Ameritas Advisory Services
Nebraska
$619K +$169K +63,582 +38%
KWM
15
Kingsview Wealth Management
Oregon
$604K +$1.54K +578 +0.3%
FAG
16
Fortitude Advisory Group
Washington
$599K – – –
NA
17
NewEdge Advisors
Louisiana
$569K -$60.9K -22,900 -10%
EW
18
Evoke Wealth
California
$487K -$516K -194,000 -51%
SFS
19
Shaker Financial Services
Virginia
$406K +$95.1K +35,757 +31%
PAG
20
Private Advisor Group
New Jersey
$381K +$18.3K +6,892 +5%
TWM
21
Tolleson Wealth Management
Texas
$355K +$7.18K +2,699 +2%
SI
22
Stephens Inc
Arkansas
$307K +$3.99K +1,500 +1%
UBS Group
23
UBS Group
Switzerland
$280K -$170K -64,003 -38%
OC
24
Oppenheimer & Co
New York
$263K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$257K -$108K -40,559 -30%
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