MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $162M invested in MFS Charter Income Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$17.1M
2
RCM
2
Rivernorth Capital Management
Florida
$4.37M
3
SIA
3
Sit Investment Associates
Minnesota
$7M
4
RCM
4
Robinson Capital Management
Michigan
$1.11M
5
Wells Fargo
5
Wells Fargo
California
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.1M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.66M
3
KIM
3
Karpus Investment Management
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
PI
5
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
26
Benchmark Capital Advisors
New York
$555K -$13.2K -1,450 -2%
LPL Financial
27
LPL Financial
California
$538K -$28.7K -3,143 -5%
LCM
28
Landscape Capital Management
New Jersey
$505K +$88.5K +9,698 +21%
GHAM
29
Gilman Hill Asset Management
Connecticut
$370K +$182K +20,000 +97%
AP
30
Advisors Preferred
Maryland
$269K +$147K +16,131 +121%
CAN
31
Cetera Advisor Networks
California
$262K -$2.48K -274 -0.9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$206K +$3.44K +377 +2%
Verition Fund Management
33
Verition Fund Management
Connecticut
$197K – – –
YP
34
Yellowstone Partners
Idaho
$190K +$16.8K +1,842 +10%
PVWM
35
Point View Wealth Management
New Jersey
$184K +$33.3K +3,654 +22%
GEM
36
Global Endowment Management
North Carolina
$183K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$150K +$58.7K +6,451 +64%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$149K +$18.7K +2,057 +14%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$143K +$274 +30 +0.2%
KFS
40
KMS Financial Services
Washington
$143K +$1.07K +117 +0.8%
First Trust Advisors
41
First Trust Advisors
Illinois
$134K -$531K -58,402 -80%
PTC
42
Philadelphia Trust Company
Pennsylvania
$110K +$110K +12,000 New
RPA
43
Rock Point Advisors
Vermont
$100K – – –
PR
44
Payden & Rygel
California
$86K – – –
FMII
45
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
WA
46
WFG Advisors
Texas
$30K +$375 +41 +1%
MFS
47
MSI Financial Services
Massachusetts
$29K +$198 +22 +0.7%
Citigroup
48
Citigroup
New York
$26K -$16.8K -1,888 -39%
LIA
49
LS Investment Advisors
Michigan
$26K – – –
Creative Planning
50
Creative Planning
Kansas
$26K – – –
1
2
3