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MFS Intermediate Income Trust
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Overview Fund Activity

88 hedge funds and large institutions have $153M invested in MFS Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$20.2M
2
SIA
2
Sit Investment Associates
Minnesota
$64.5M
3
TW
3
Transform Wealth
Colorado
$535K
4
Raymond James Financial
4
Raymond James Financial
Florida
$297K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$284K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$266K
2
KIM
2
Karpus Investment Management
New York
$21.9M
3
HC
3
Hara Capital
Washington
$0
4
SFS
4
Shaker Financial Services
Virginia
$109K
5
LCM
5
Landscape Capital Management
New Jersey
$46.4K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$64.5M 24,232,895 +1,523,468 +7%
KIM
2
Karpus Investment Management
New York
$21.9M 8,221,061 -609,062 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21M 7,888,534 +18,446 +0.2%
1CP
4
1607 Capital Partners
Virginia
$20.2M 7,575,555 +2,024,362 +36%
Ameriprise
5
Ameriprise
Minnesota
$4.68M 1,759,098 +96,198 +6%
Morgan Stanley
6
Morgan Stanley
New York
$3.79M 1,424,671 -17,150 -1%
Invesco
7
Invesco
Georgia
$2.96M 1,113,847 +9,837 +0.9%
EH
8
Equitable Holdings
New York
$1.22M 459,382 +31,279 +7%
LPL Financial
9
LPL Financial
California
$1.08M 407,475 +39,954 +11%
Bank of America
10
Bank of America
North Carolina
$1.05M 394,161 +13,523 +4%
EW
11
Evoke Wealth
California
$872K 328,000 +3,000 +0.9%
PAG
12
Private Advisor Group
New Jersey
$729K 274,200 +63,500 +30%
KWM
13
Kingsview Wealth Management
Oregon
$709K 266,398 +24,010 +10%
AAS
14
Ameritas Advisory Services
Nebraska
$664K 249,508 -4,854 -2%
FAG
15
Fortitude Advisory Group
Washington
$604K 227,065 +1,818 +0.8%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$571K 214,737 -11,116 -5%
TW
17
Transform Wealth
Colorado
$535K 201,094 +201,094 New
NA
18
NewEdge Advisors
Louisiana
$353K 132,600 -13,600 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$349K 130,990 +28,569 +28%
TWM
20
Tolleson Wealth Management
Texas
$345K 129,626 – –
SI
21
Stephens Inc
Arkansas
$318K 119,555 +4,000 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$297K 111,569 +111,569 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$284K 106,762 +106,762 New
Wells Fargo
24
Wells Fargo
California
$266K 99,992 -1,019,853 -91%
OC
25
Oppenheimer & Co
New York
$263K 98,979 – –
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