MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $118M invested in MFS Charter Income Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVWM
1
Point View Wealth Management
New Jersey
$1.19M
2
CF
2
Centaurus Financial
California
$447K
3
PPA
3
Parametric Portfolio Associates
Washington
$4.15M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$226K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.01M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$18.8M
2
LCM
2
Laurion Capital Management
New York
$264K
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$3.52M
4
RCM
4
Rivernorth Capital Management
Florida
$6.03M
5
SCM
5
Saba Capital Management
New York
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Laurion Capital Management
New York
$264K -$790K -97,472 -75%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$229K +$33.8K +4,165 +17%
DAS
28
Dynamic Advisor Solutions
Arizona
$226K +$226K +27,821 New
DA
29
Doliver Advisors
Texas
$216K +$28.7K +3,543 +15%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$214K +$97.2K +11,942 +83%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$205K +$16.8K +2,076 +9%
LPL Financial
32
LPL Financial
California
$149K +$149K +18,347 New
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$129K +$109K +13,409 +534%
FAAS
34
First Allied Advisory Services
California
$128K +$423 +52 +0.3%
MOS
35
MGO One Seven
Ohio
$112K +$7.36K +907 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$100K +$100K +12,314 New
PTC
37
Philadelphia Trust Company
Pennsylvania
$97K – – –
WS
38
Wedbush Securities
California
$90K – – –
RPA
39
Rock Point Advisors
Vermont
$89K – – –
MRCM
40
M&R Capital Management
New Jersey
$81K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$59K +$6.45K +800 +12%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$41K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$40K – – –
FCMT
44
Founders Capital Management (Texas)
Texas
$38K -$8.7K -1,065 -19%
LIA
45
LS Investment Advisors
Michigan
$23K – – –
CPIG
46
Chicago Partners Investment Group
Illinois
$19K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$18K -$30.4K -3,800 -63%
First Manhattan
48
First Manhattan
New York
$15K +$330 +43 +2%
Citigroup
49
Citigroup
New York
$13K +$445 +54 +4%
GWM
50
Geneos Wealth Management
Colorado
$11K – – –
1
2
3