MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

57 hedge funds and large institutions have $149M invested in MFS Charter Income Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
Invesco
3
Invesco
Georgia
$6.73M
4
SFS
4
Shaker Financial Services
Virginia
$1.66M
5
CRC
5
Curi RMB Capital
Illinois
$422K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$29.8M
2
SCM
2
Saba Capital Management
New York
$811K
3
LCM
3
Laurion Capital Management
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$12.8M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$411K +$15.4K +1,782 +4%
LCM
27
Landscape Capital Management
New Jersey
$395K -$390K -45,166 -50%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$210K -$2.87K -332 -1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$190K -$2.19K -253 -1%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$177K -$150K -17,351 -46%
Millennium Management
31
Millennium Management
New York
$165K +$165K +19,104 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$138K +$31.6K +3,678 +30%
Goldman Sachs
33
Goldman Sachs
New York
$122K +$122K +14,072 New
PTC
34
Philadelphia Trust Company
Pennsylvania
$104K – – –
RPA
35
Rock Point Advisors
Vermont
$94K – – –
MRCM
36
M&R Capital Management
New Jersey
$85K – – –
CFA
37
Carroll Financial Associates
North Carolina
$65K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$56K -$17K -1,952 -23%
Creative Planning
39
Creative Planning
Kansas
$56K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$54K -$6.91K -800 -11%
FCMT
41
Founders Capital Management (Texas)
Texas
$47K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$46K -$54.1K -6,257 -54%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$26K -$34K -4,000 -57%
WA
44
WFG Advisors
Texas
$25K – – –
LIA
45
LS Investment Advisors
Michigan
$24K – – –
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$22K +$305 +36 +1%
First Manhattan
47
First Manhattan
New York
$15K +$320 +39 +2%
GWM
48
Geneos Wealth Management
Colorado
$12K – – –
PCM
49
Penserra Capital Management
California
$12K +$1.09K +129 +10%
BC
50
Bartlett & Co
Ohio
$5K – – –
1
2
3