MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.81M
2
Bank of America
2
Bank of America
North Carolina
$2.93M
3
Wells Fargo
3
Wells Fargo
California
$4.1M
4
SIA
4
Sit Investment Associates
Minnesota
$13.1M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.15M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$4.47M
2
RVPG
2
Relative Value Partners Group
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$98K
4
Morgan Stanley
4
Morgan Stanley
New York
$24.7M
5
GHAM
5
Gilman Hill Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$281K 38,009 +2,447 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$259K 35,047 -711 -2%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$244K 32,995 +1,649 +5%
WAM
29
Wolverine Asset Management
Illinois
$196K 26,505 +26,505 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$154K 20,913 +536 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$145K 19,531 -10,507 -35%
LA
32
LexAurum Advisors
Kansas
$142K 19,217 +19,217 New
Goldman Sachs
33
Goldman Sachs
New York
$140K 18,950 +18,950 New
IAIM
34
International Assets Investment Management
Florida
$132K 17,800 +17,800 New
MOS
35
MGO One Seven
Ohio
$129K 17,501 +971 +6%
WS
36
Wedbush Securities
California
$100K 13,458 – –
SFS
37
Shaker Financial Services
Virginia
$98K 13,299 -220,140 -94%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$91K 12,355 -372 -3%
FAAS
39
First Allied Advisory Services
California
$90K 12,218 -57 -0.5%
PTC
40
Philadelphia Trust Company
Pennsylvania
$89K 12,000 – –
WA
41
Waverly Advisors
Alabama
$82K 11,020 – –
RPA
42
Rock Point Advisors
Vermont
$81K 10,900 – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$79K 10,717 -1,002 -9%
Creative Planning
44
Creative Planning
Kansas
$77K 10,339 – –
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$76K 10,330 +10,330 New
NPT
46
Nixon Peabody Trust
Massachusetts
$74K 10,000 +10,000 New
HNB
47
Huntington National Bank
Ohio
– – – –
Citigroup
48
Citigroup
New York
$62K 8,478 +414 +5%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$23K 3,152 +902 +40%
GC
50
Grace Capital
Massachusetts
$22K 3,000 – –
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2
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