MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $185M invested in MFS Charter Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$13.1M
2
Wells Fargo
2
Wells Fargo
California
$14.9M
3
RVP
3
Relative Value Partners
Illinois
$26.4M
4
PVWM
4
Point View Wealth Management
New Jersey
$1.34M
5
SG Americas Securities
5
SG Americas Securities
New York
$560K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.6M
3
SFS
3
Shaker Financial Services
Virginia
$132K
4
Bank of America
4
Bank of America
North Carolina
$4.61M
5
DA
5
Doliver Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$417K -$57.4K -6,242 -12%
GHAM
27
Gilman Hill Asset Management
Connecticut
$355K +$9.2K +1,000 +3%
AIG
28
American International Group
New York
$349K +$209K +22,745 +149%
Citigroup
29
Citigroup
New York
$250K +$218K +23,798 +692%
LCM
30
Landscape Capital Management
New Jersey
$227K -$319K -34,731 -58%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$208K +$41.6K +4,520 +25%
YP
32
Yellowstone Partners
Idaho
$199K +$1.66K +181 +0.8%
BA
33
BlackRock Advisors
Delaware
$188K +$188K +20,431 New
GEM
34
Global Endowment Management
North Carolina
$184K – – –
CCM
35
Coe Capital Management
Illinois
$184K +$184K +20,000 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$169K -$13.7K -1,488 -7%
SFS
37
Shaker Financial Services
Virginia
$132K -$2.37M -259,064 -95%
CAN
38
Cetera Advisor Networks
California
$132K -$29.8K -3,250 -18%
First Trust Advisors
39
First Trust Advisors
Illinois
$122K -$7.03K -765 -5%
PTC
40
Philadelphia Trust Company
Pennsylvania
$110K +$110K +12,000 New
OC
41
Oppenheimer & Co
New York
$102K +$102K +11,058 New
RPA
42
Rock Point Advisors
Vermont
$100K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$87K +$71.5K +7,862 +463%
PR
44
Payden & Rygel
California
$86K – – –
WA
45
WFG Advisors
Texas
$41K +$1.9K +206 +5%
Creative Planning
46
Creative Planning
Kansas
$27K – – –
LIA
47
LS Investment Advisors
Michigan
$26K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$23K +$23K +2,537 New
NPC
49
National Planning Corporation
California
$22.1K +$22.1K +2,500 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$21K – – –
1
2
3