MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

69 hedge funds and large institutions have $176M invested in MFS Charter Income Trust in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.61M
2
SCM
2
Saba Capital Management
New York
$20.4M
3
SFS
3
Shaker Financial Services
Virginia
$1.99M
4
KSCM
4
Kamunting Street Capital Management
Florida
$1.26M
5
RVP
5
Relative Value Partners
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.6M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$94K
3
WAM
3
Wolverine Asset Management
Illinois
$1.31M
4
DA
4
Doliver Advisors
Texas
$827K
5
GC
5
Guggenheim Capital
Illinois
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$706K +$140K +15,119 +25%
Jane Street
27
Jane Street
New York
$702K +$702K +75,949 New
ST
28
Sentinel Trust
Texas
$667K +$667K +72,200 New
BCA
29
Benchmark Capital Advisors
New York
$632K +$70.3K +7,600 +13%
MRCM
30
M&R Capital Management
New Jersey
$582K -$11.1K -1,200 -2%
LCM
31
Landscape Capital Management
New Jersey
$544K +$32.7K +3,544 +6%
LPL Financial
32
LPL Financial
California
$538K -$6.02K -652 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$410K +$202K +21,837 +97%
GHAM
34
Gilman Hill Asset Management
Connecticut
$347K -$27.7K -3,000 -7%
PVWM
35
Point View Wealth Management
New Jersey
$325K +$138K +14,952 +74%
AA
36
Ancora Advisors
Ohio
$274K +$274K +29,700 New
CAN
37
Cetera Advisor Networks
California
$256K -$8.95K -977 -3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$237K +$84.5K +9,129 +55%
AP
39
Advisors Preferred
Maryland
$231K -$40.6K -4,392 -15%
YP
40
Yellowstone Partners
Idaho
$198K +$5.49K +594 +3%
GEM
41
Global Endowment Management
North Carolina
$185K – – –
Verition Fund Management
42
Verition Fund Management
Connecticut
$177K -$22.6K -2,445 -11%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$146K +$862 +93 +0.6%
First Trust Advisors
44
First Trust Advisors
Illinois
$117K -$18.9K -2,045 -14%
PTC
45
Philadelphia Trust Company
Pennsylvania
$111K – – –
RPA
46
Rock Point Advisors
Vermont
$101K – – –
Geode Capital Management
47
Geode Capital Management
Massachusetts
$94K -$1.66M – –
PR
48
Payden & Rygel
California
$87K – – –
FMII
49
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
WA
50
WFG Advisors
Texas
$31K +$392 +42 +1%
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