MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $147M invested in MFS Charter Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.11M
2
RVP
2
Relative Value Partners
Illinois
$18.6M
3
Wells Fargo
3
Wells Fargo
California
$7.64M
4
1CP
4
1607 Capital Partners
Virginia
$3.74M
5
WAM
5
Wolverine Asset Management
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.2M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.85M
3
GC
3
Guggenheim Capital
Illinois
$2.99M
4
SFS
4
Shaker Financial Services
Virginia
$593K
5
MAM
5
Meeder Asset Management
Ohio
$122K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$521K -$49.7K -5,492 -9%
PP
27
Paloma Partners
Connecticut
$472K +$472K +52,119 New
DA
28
Doliver Advisors
Texas
$427K -$327K -36,047 -43%
LCM
29
Landscape Capital Management
New Jersey
$413K +$413K +45,639 New
SG Americas Securities
30
SG Americas Securities
New York
$317K +$317K +35,012 New
RJA
31
Raymond James & Associates
Florida
$298K +$298K +32,897 New
CAN
32
Cetera Advisor Networks
California
$263K +$263K +29,191 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$201K -$7.33K -808 -4%
Verition Fund Management
34
Verition Fund Management
Connecticut
$195K +$195K +21,597 New
GHAM
35
Gilman Hill Asset Management
Connecticut
$186K +$27.1K +3,000 +17%
GEM
36
Global Endowment Management
North Carolina
$181K – – –
YP
37
Yellowstone Partners
Idaho
$172K +$172K +18,971 New
PVWM
38
Point View Wealth Management
New Jersey
$150K +$150K +16,523 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$141K -$17.3K -1,920 -11%
KFS
40
KMS Financial Services
Washington
$140K +$1.05K +116 +0.8%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$129K +$118K +13,120 +1,094%
MAM
42
Meeder Asset Management
Ohio
$122K -$802K -88,645 -87%
AP
43
Advisors Preferred
Maryland
$120K +$120K +13,287 New
FAAS
44
First Allied Advisory Services
California
$113K -$178K -19,577 -61%
TRCT
45
Tower Research Capital (TRC)
New York
$105K +$95.8K +10,589 +1,035%
ONB
46
Old National Bancorp
Indiana
$102K +$102K +11,305 New
RPA
47
Rock Point Advisors
Vermont
$99K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$91K -$4.37K -481 -5%
PR
49
Payden & Rygel
California
$85K – – –
MA
50
MUFG Americas
New York
$54K – – –
1
2
3 4