MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

60 hedge funds and large institutions have $120M invested in MFS Charter Income Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$3.93M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$879K
4
SCM
4
Saba Capital Management
New York
$1.07M
5
SIA
5
Sit Investment Associates
Minnesota
$9.69M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$21.2M
2
Wells Fargo
2
Wells Fargo
California
$9.68M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
PVWM
4
Point View Wealth Management
New Jersey
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$196K +$196K +23,085 New
TSS
27
Two Sigma Securities
New York
$179K +$179K +21,116 New
YP
28
Yellowstone Partners
Idaho
$143K -$83.7K -9,893 -37%
FAAS
29
First Allied Advisory Services
California
$132K +$132K +15,686 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$121K – – –
MOS
31
MGO One Seven
Ohio
$109K +$109K +12,905 New
PTC
32
Philadelphia Trust Company
Pennsylvania
$102K – – –
WS
33
Wedbush Securities
California
$94K -$402K -47,590 -81%
RPA
34
Rock Point Advisors
Vermont
$92K – – –
MRCM
35
M&R Capital Management
New Jersey
$84K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$55K +$16K +1,900 +41%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$51K – – –
FCMT
38
Founders Capital Management (Texas)
Texas
$48K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$43K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$41K -$131K -15,585 -76%
AF
41
Advisornet Financial
Minnesota
$40K +$40K +4,701 New
LIA
42
LS Investment Advisors
Michigan
$24K – – –
WTB
43
Washington Trust Bank
Washington
$24K +$24K +2,825 New
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$21K +$21K +2,511 New
CPIG
45
Chicago Partners Investment Group
Illinois
$20K -$10.1K -1,211 -34%
CA
46
Calton & Associates
Florida
$18K +$18K +2,200 New
First Manhattan
47
First Manhattan
New York
$16K +$344 +41 +2%
Citigroup
48
Citigroup
New York
$13K -$296K -34,754 -96%
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$11K -$5.99K -732 -35%
GWM
50
Geneos Wealth Management
Colorado
$11K – – –
1
2
3