MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$800K
2
LCM
2
Landscape Capital Management
New Jersey
$848K
3
LPL Financial
3
LPL Financial
California
$445K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$105K
5
Invesco
5
Invesco
Georgia
$4.77M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$662K
2
Wells Fargo
2
Wells Fargo
California
$4.86M
3
SIA
3
Sit Investment Associates
Minnesota
$7.28M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$1.5M
5
CF
5
Centaurus Financial
California
$795
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$368K -$6.26K -807 -2%
AG
27
Advisor Group
Arizona
$345K -$91.3K -11,750 -21%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$282K +$42.1K +5,430 +18%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$263K +$25.6K +3,309 +11%
BCA
30
Benchmark Capital Advisors
New York
$250K -$3.88K -500 -2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$227K +$23.9K +3,092 +12%
DAS
32
Dynamic Advisor Solutions
Arizona
$218K +$902 +116 +0.4%
SFS
33
Shaker Financial Services
Virginia
$146K -$72.4K -9,350 -33%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$141K +$2.52K +326 +2%
FAAS
35
First Allied Advisory Services
California
$120K -$191 -25 -0.2%
MOS
36
MGO One Seven
Ohio
$115K +$115K +14,826 New
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$105K -$18.2K -2,344 -15%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$105K +$105K +13,580 New
PTC
39
Philadelphia Trust Company
Pennsylvania
$93K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$90K +$39.5K +5,093 +78%
WA
41
Waverly Advisors
Alabama
$86K – – –
RPA
42
Rock Point Advisors
Vermont
$85K – – –
SIA
43
Starfire Investment Advisers
Michigan
$81K +$81K +10,450 New
WS
44
Wedbush Securities
California
$80K – – –
MRCM
45
M&R Capital Management
New Jersey
$77K – – –
CPIG
46
Chicago Partners Investment Group
Illinois
$67K +$46.5K +6,196 +227%
Citigroup
47
Citigroup
New York
$51K +$33.8K +4,352 +196%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$25K -$13.7K -1,790 -35%
LIA
49
LS Investment Advisors
Michigan
$22K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$18K – – –
1
2
3