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MFS Intermediate Income Trust
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Overview Fund Activity

97 hedge funds and large institutions have $151M invested in MFS Intermediate Income Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$61.8M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$604K
3
Ameriprise
Ameriprise
Minnesota
$4.52M
4
EW
Evoke Wealth
California
$884K
5
LPL Financial
LPL Financial
California
$1,000K

Top Sellers

1
KIM
Karpus Investment Management
New York
$24M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$21.4M
3
LCM
Landscape Capital Management
New Jersey
$377K
4
Invesco
Invesco
Georgia
$3M
5
NA
NewEdge Advisors
Louisiana
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$61.8M +$2.38M +874,479 +4%
KIM
2
Karpus Investment Management
New York
$24M -$1.27M -468,018 -5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21.4M -$981K -360,494 -4%
1CP
4
1607 Capital Partners
Virginia
$15.1M -$56.5K -20,769 -0.4%
Ameriprise
5
Ameriprise
Minnesota
$4.52M +$449K +165,244 +11%
Morgan Stanley
6
Morgan Stanley
New York
$3.92M +$83K +30,529 +2%
Wells Fargo
7
Wells Fargo
California
$3.05M -$30.5K -11,219 -1%
Invesco
8
Invesco
Georgia
$3M -$463K -170,102 -13%
EH
9
Equitable Holdings
New York
$1.16M +$35.4K +13,008 +3%
Bank of America
10
Bank of America
North Carolina
$1.04M +$70.9K +26,074 +7%
LPL Financial
11
LPL Financial
California
$1,000K +$304K +111,801 +44%
EW
12
Evoke Wealth
California
$884K +$386K +142,000 +78%
AAS
13
Ameritas Advisory Services
Nebraska
$692K +$59.1K +21,722 +9%
KWM
14
Kingsview Wealth Management
Oregon
$659K +$42K +15,444 +7%
HC
15
Hara Capital
Washington
$624K -$74.3K -27,300 -11%
FAG
16
Fortitude Advisory Group
Washington
$613K – – –
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$604K +$604K +225,853 New
PAG
18
Private Advisor Group
New Jersey
$573K +$184K +67,500 +47%
SFS
19
Shaker Financial Services
Virginia
$479K +$64.2K +23,605 +15%
NA
20
NewEdge Advisors
Louisiana
$398K -$184K -67,700 -32%
LCM
21
Landscape Capital Management
New Jersey
$377K -$682K -250,625 -64%
TWM
22
Tolleson Wealth Management
Texas
$353K -$10.6K -3,909 -3%
UBS Group
23
UBS Group
Switzerland
$330K +$43.6K +16,028 +15%
SI
24
Stephens Inc
Arkansas
$314K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$279K +$30.4K +11,148 +12%
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