MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $133M invested in MFS Charter Income Trust in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
KCG
26
Knight Capital Group
$374K +$374K +40,415 New
DA
27
Doliver Advisors
Texas
$348K +$348K +37,602 New
FAAS
28
First Allied Advisory Services
California
$331K +$331K +35,694 New
SNC
29
Stifel Nicolaus & Co
Missouri
$263K +$263K +28,436 New
KIM
30
Karpus Investment Management
New York
$221K +$221K +23,884 New
Rafferty Asset Management
31
Rafferty Asset Management
New York
$195K +$195K +21,028 New
1CP
32
1607 Capital Partners
Virginia
$179K +$179K +19,300 New
AR
33
Advisory Research
Illinois
$172K +$172K +18,575 New
FAAM
34
First Allied Asset Management
California
$168K +$168K +18,170 New
Citigroup
35
Citigroup
New York
$166K +$166K +17,890 New
GHAM
36
Gilman Hill Asset Management
Connecticut
$163K +$163K +17,575 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$154K +$154K +16,605 New
PTC
38
Philadelphia Trust Company
Pennsylvania
$111K +$111K +12,000 New
PP
39
Paloma Partners
Connecticut
$105K +$105K +11,300 New
RPA
40
Rock Point Advisors
Vermont
$101K +$101K +10,900 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$96K +$96K +10,388 New
MCM
42
Maryland Capital Management
Maryland
$92K +$92K +10,000 New
PR
43
Payden & Rygel
California
$87K +$87K +9,400 New
WA
44
WFG Advisors
Texas
$79K +$79K +8,511 New
MFS
45
MSI Financial Services
Massachusetts
$76K +$76K +8,256 New
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$41K +$41K +4,400 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$39K +$39K +4,250 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32K +$32K +3,500 New
LIA
49
LS Investment Advisors
Michigan
$26K +$26K +2,800 New
BC
50
Bartlett & Co
Ohio
$25K +$25K +2,750 New
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