MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

60 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$4.21M
2
VIA
2
Vident Investment Advisory
Georgia
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$19.4M
4
UBS Group
4
UBS Group
Switzerland
$17.8M
5
COLIM
5
City of London Investment Management
United Kingdom
$727K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.4M
2
SCM
2
Saba Capital Management
New York
$7.14M
3
DA
3
Doliver Advisors
Texas
$969K
4
KSCM
4
Kamunting Street Capital Management
Florida
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
Starfire Investment Advisers
Michigan
$657K 77,550 – –
BCA
27
Benchmark Capital Advisors
New York
$570K 67,350 – –
LPL Financial
28
LPL Financial
California
$463K 54,037 +440 +0.8%
MRCM
29
M&R Capital Management
New Jersey
$415K 49,000 – –
AIG
30
American International Group
New York
$347K 40,940 +1,775 +5%
GHAM
31
Gilman Hill Asset Management
Connecticut
$284K 33,575 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$202K 24,002 +2,734 +13%
VKH
33
Virtu KCG Holdings
New York
$201K 23,683 +6,293 +36%
YP
34
Yellowstone Partners
Idaho
$196K 23,085 +1,308 +6%
GEM
35
Global Endowment Management
North Carolina
$169K 20,000 – –
PFS
36
Prospera Financial Services
Texas
$120K 14,189 – –
OC
37
Oppenheimer & Co
New York
$94K 11,058 – –
RPA
38
Rock Point Advisors
Vermont
$92K 10,900 – –
CCM
39
Coe Capital Management
Illinois
$84.7K 10,000 -10,000 -50%
PR
40
Payden & Rygel
California
$80K 9,400 – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$77K 9,061 -500 -5%
TRCT
42
Tower Research Capital (TRC)
New York
$68K 8,000 +5,600 +233%
WA
43
Waverly Advisors
Alabama
$53K 6,292 +6,292 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$44K 5,152 +29 +0.6%
WA
45
WFG Advisors
Texas
$39K 4,547 +55 +1%
MFS
46
MSI Financial Services
Massachusetts
$32K 3,784 +2,000 +112%
LIA
47
LS Investment Advisors
Michigan
$24K 2,800 – –
CPIG
48
Chicago Partners Investment Group
Illinois
$21K 2,537 +108 +4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$19K 2,250 – –
US Bancorp
50
US Bancorp
Minnesota
$14K 1,647 +1,180 +253%
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