MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $95.9M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.74M
2
SFS
2
Shaker Financial Services
Virginia
$1.97M
3
PPA
3
Parametric Portfolio Associates
Washington
$6.02M
4
SIA
4
Sit Investment Associates
Minnesota
$12.9M
5
MOS
5
MGO One Seven
Ohio
$139K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$4.97M
2
1CP
2
1607 Capital Partners
Virginia
$10.6M
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
LCM
4
Landscape Capital Management
New Jersey
$99K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$334K 39,547 +264 +0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$301K 35,758 +12,175 +52%
SWM
28
SeaCrest Wealth Management
New York
$299K 35,562 -4,343 -11%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$264K 31,346 – –
AG
30
Advisor Group
Arizona
$260K 30,843 -1,769 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$253K 30,038 -1,906 -6%
GHAM
32
Gilman Hill Asset Management
Connecticut
$245K 29,075 – –
PAS
33
Park Avenue Securities
New York
$200K 23,788 +3,455 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$172K 20,377 -59 -0.3%
MOS
35
MGO One Seven
Ohio
$139K 16,530 +16,530 New
WS
36
Wedbush Securities
California
$113K 13,458 +13,458 New
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$107K 12,727 -1,091 -8%
FAAS
38
First Allied Advisory Services
California
$102K 12,275 -3,708 -23%
PTC
39
Philadelphia Trust Company
Pennsylvania
$101K 12,000 – –
LCM
40
Landscape Capital Management
New Jersey
$99K 11,739 -96,364 -89%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$99K 11,719 +1,595 +16%
WA
42
Waverly Advisors
Alabama
$94K 11,020 – –
RPA
43
Rock Point Advisors
Vermont
$92K 10,900 – –
Creative Planning
44
Creative Planning
Kansas
$87K 10,339 +200 +2%
FIA
45
FNY Investment Advisers
New York
$77K 9,194 +9,194 New
HNB
46
Huntington National Bank
Ohio
– – – –
Citigroup
47
Citigroup
New York
$68K 8,064 +4,888 +154%
GC
48
Grace Capital
Massachusetts
$25K 3,000 +3,000 New
LIA
49
LS Investment Advisors
Michigan
$24K 2,800 – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$19K 2,250 – –
1
2
3