MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

69 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.1M
2
SFS
2
Shaker Financial Services
Virginia
$1.46M
3
1CP
3
1607 Capital Partners
Virginia
$11.8M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$347K 43,842 -30,488 -41%
SWM
27
SeaCrest Wealth Management
New York
$308K 38,956 -5,781 -13%
AG
28
Advisor Group
Arizona
$299K 37,844 +1,865 +5%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$254K 32,119 -4,045 -11%
DAS
30
Dynamic Advisor Solutions
Arizona
$232K 29,421 +1,907 +7%
GHAM
31
Gilman Hill Asset Management
Connecticut
$230K 29,075 – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$227K 28,806 +1,548 +6%
Millennium Management
33
Millennium Management
New York
$181K 22,958 +22,958 New
PAS
34
Park Avenue Securities
New York
$179K 22,600 +22,600 New
FIA
35
FNY Investment Advisers
New York
$170K 21,553 +21,553 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$133K 16,733 +1,768 +12%
CF
37
Centaurus Financial
California
$123K 969 +181 +23%
MOS
38
MGO One Seven
Ohio
$122K 15,560 +545 +4%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$121K 15,303 +5,036 +49%
FAAS
40
First Allied Advisory Services
California
$118K 14,845 +40 +0.3%
KLI
41
Kelman-Lazarov Inc
Tennessee
$110K 13,934 -50,139 -78%
COLIM
42
City of London Investment Management
United Kingdom
$107K 13,510 +13,510 New
PTC
43
Philadelphia Trust Company
Pennsylvania
$95K 12,000 – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$88K 11,115 -2,000 -15%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$88K 11,157 +11,157 New
WA
46
Waverly Advisors
Alabama
$87K 11,020 – –
RPA
47
Rock Point Advisors
Vermont
$86K 10,900 – –
Citigroup
48
Citigroup
New York
$40K 5,031 +3,351 +199%
PB
49
Pinnacle Bancorp
Nebraska
$25K 3,200 – –
WCM
50
WealthBridge Capital Management
Ohio
$24K 3,000 – –
1
2
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