Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / Mutual Fund SH SH BEN INT
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Shares outstanding
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113M
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Number of holders
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80
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Total 13F shares, excl. options
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20.8M
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Shares change
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+1.47M
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Total reported value, excl. options
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$108M
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Value change
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+$7.64M
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Number of buys
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27
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Number of sells
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-40
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Price
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$5.18
Significant Holders of MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN) as of Q1 2014
90 filings reported holding MIN - MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT as of Q1 2014.
MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.8M shares
of 113M outstanding shares and own 18.42% of the company stock.
Largest 10 shareholders include Relative Value Partners, LLC (3.49M shares), SIT INVESTMENT ASSOCIATES INC (2.59M shares), WELLS FARGO & COMPANY/MN (2.01M shares), UBS AG (1.88M shares), Karpus Management, Inc. (1.55M shares), NWQ INVESTMENT MANAGEMENT COMPANY, LLC (1.54M shares), MORGAN STANLEY (1.54M shares), Invesco Ltd. (1.04M shares), BlueMountain Capital Management, LLC (810K shares), and GREATMARK INVESTMENT PARTNERS, INC. (537K shares).
This table shows the top 80 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.