MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.9M
2
LCM
2
Laurion Capital Management
New York
$3.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.9M
4
CRC
4
Curi RMB Capital
Illinois
$658K
5
CWM
5
Cornerstone Wealth Management
Missouri
$520K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$3.22M
3
RCM
3
Rivernorth Capital Management
Florida
$5.01M
4
SIA
4
Sit Investment Associates
Minnesota
$8.46M
5
SCM
5
Saba Capital Management
New York
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
26
Gilman Hill Asset Management
Connecticut
$389K -$48.6K -6,125 -11%
DA
27
Doliver Advisors
Texas
$387K +$176K +22,208 +83%
SWM
28
SeaCrest Wealth Management
New York
$383K +$30.8K +3,882 +9%
BCA
29
Benchmark Capital Advisors
New York
$260K -$23K -2,900 -8%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$245K +$21.1K +2,659 +9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$243K +$42.2K +5,316 +21%
LPL Financial
32
LPL Financial
California
$239K +$93.4K +11,765 +64%
SFS
33
Shaker Financial Services
Virginia
$224K +$224K +28,200 New
DAS
34
Dynamic Advisor Solutions
Arizona
$222K +$906 +114 +0.4%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$214K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$142K +$44.3K +5,591 +45%
FAAS
37
First Allied Advisory Services
California
$126K -$313 -39 -0.2%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$126K -$127 -16 -0.1%
SCM
39
Saba Capital Management
New York
$105K -$689K -86,852 -87%
PTC
40
Philadelphia Trust Company
Pennsylvania
$95K – – –
WA
41
Waverly Advisors
Alabama
$87K +$87K +11,020 New
RPA
42
Rock Point Advisors
Vermont
$86K – – –
WS
43
Wedbush Securities
California
$82K -$6.14K -775 -7%
MRCM
44
M&R Capital Management
New Jersey
$79K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$52K -$6.38K -800 -11%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$40K – – –
MFBTD
47
MB Financial Bank - Trust Department
Illinois
$26K +$26K +3,305 New
LIA
48
LS Investment Advisors
Michigan
$22K – – –
CPIG
49
Chicago Partners Investment Group
Illinois
$22K +$2.67K +331 +14%
WAM
50
Wolverine Asset Management
Illinois
$21K +$21K +2,704 New
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2
3