MCR

MFS Charter Income Trust

64 hedge funds and large institutions have $172M invested in MFS Charter Income Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
26
Benchmark Capital Advisors
New York
$599K -$6.2K -700 -1%
MRCM
27
M&R Capital Management
New Jersey
$559K
LCM
28
Landscape Capital Management
New Jersey
$526K +$4.69K +530 +0.9%
LPL Financial
29
LPL Financial
California
$455K -$59.1K -6,696 -11%
GHAM
30
Gilman Hill Asset Management
Connecticut
$333K
YP
31
Yellowstone Partners
Idaho
$190K +$831 +94 +0.4%
GEM
32
Global Endowment Management
North Carolina
$177K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$176K -$50.9K -5,747 -22%
Goldman Sachs
34
Goldman Sachs
New York
$175K -$780K -88,217 -82%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$160K -$233K -26,315 -59%
CAN
36
Cetera Advisor Networks
California
$157K -$91.3K -10,270 -37%
FDCC
37
Foster Dykema Cabot & Co
Massachusetts
$157K +$157K +17,720 New
AIG
38
American International Group
New York
$135K +$135K +15,220 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$133K -$6.91K -778 -5%
First Trust Advisors
40
First Trust Advisors
Illinois
$124K +$12.1K +1,370 +11%
AIM
41
Assured Investment Management
New York
$114K -$3.87M -438,753 -97%
VKH
42
Virtu KCG Holdings
New York
$113K +$113K +12,702 New
RPA
43
Rock Point Advisors
Vermont
$97K
PR
44
Payden & Rygel
California
$83K
WA
45
WFG Advisors
Texas
$38K +$8.3K +927 +28%
Ameriprise
46
Ameriprise
Minnesota
$38K +$19.9K +2,276 +110%
Citigroup
47
Citigroup
New York
$30K +$6.7K +768 +29%
Creative Planning
48
Creative Planning
Kansas
$26K
LIA
49
LS Investment Advisors
Michigan
$25K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$20K