MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$10.2M
2
Wells Fargo
2
Wells Fargo
California
$7.11M
3
WAM
3
Wolverine Asset Management
Illinois
$1.56M
4
CCP
4
Clough Capital Partners
Massachusetts
$749K
5
LCM
5
Landscape Capital Management
New Jersey
$1.45M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$470K
4
LCM
4
Laurion Capital Management
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$476K +$55.2K +7,520 +13%
KLI
27
Kelman-Lazarov Inc
Tennessee
$470K -$952K -129,780 -67%
SWM
28
SeaCrest Wealth Management
New York
$328K -$20.1K -2,744 -6%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$265K -$1.34K -183 -0.5%
AG
30
Advisor Group
Arizona
$264K -$61.9K -8,442 -19%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$219K +$85.2K +11,615 +64%
GHAM
32
Gilman Hill Asset Management
Connecticut
$213K -$147K -20,000 -41%
DAS
33
Dynamic Advisor Solutions
Arizona
$210K -$4.1K -537 -2%
GC
34
Guggenheim Capital
Illinois
$203K +$203K +27,682 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$199K -$48.7K -6,673 -20%
BCA
36
Benchmark Capital Advisors
New York
$158K -$78.5K -10,700 -33%
WAM
37
Weiss Asset Management
Massachusetts
$156K +$156K +21,218 New
MOS
38
MGO One Seven
Ohio
$110K +$1.39K +189 +1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$110K +$24.6K +3,351 +29%
FAAS
40
First Allied Advisory Services
California
$109K -$6.4K -869 -6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$96K -$3.4K -465 -3%
PTC
42
Philadelphia Trust Company
Pennsylvania
$88K – – –
TSS
43
Two Sigma Securities
New York
$85K +$85K +11,541 New
WA
44
Waverly Advisors
Alabama
$81K – – –
RPA
45
Rock Point Advisors
Vermont
$80K – – –
PWPS
46
Pinnacle Wealth Planning Services
Ohio
$75K -$24.1K -3,293 -24%
WS
47
Wedbush Securities
California
$74K -$1.97K -268 -3%
MRCM
48
M&R Capital Management
New Jersey
$73K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$55K +$38.2K +5,230 +227%
BOPW
50
Brandywine Oak Private Wealth
Pennsylvania
$49K +$49K +6,765 New
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