MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $90.4M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24.4M
2
Wells Fargo
2
Wells Fargo
California
$6.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
BlackRock
4
BlackRock
New York
$829K
5
CF
5
Centaurus Financial
California
$1.33M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
RVPG
4
Relative Value Partners Group
$0
5
Invesco
5
Invesco
Georgia
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$249K -$53.1K -6,677 -18%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$176K +$9.72K +1,223 +6%
PAS
28
Park Avenue Securities
New York
$176K +$176K +22,115 New
MOS
29
MGO One Seven
Ohio
$175K +$36.2K +4,559 +26%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$144K -$11.3K -1,420 -7%
IAIM
31
International Assets Investment Management
Florida
$142K – – –
Jane Street
32
Jane Street
New York
$119K +$119K +14,929 New
LCM
33
Leisure Capital Management
California
$119K +$119K +15,000 New
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$118K +$19.7K +2,481 +20%
WS
35
Wedbush Securities
California
$103K -$3.97K -500 -4%
HF
36
HRT Financial
New York
$97K +$97K +12,241 New
WA
37
Waverly Advisors
Alabama
$95K – – –
PTC
38
Philadelphia Trust Company
Pennsylvania
$95K – – –
RPA
39
Rock Point Advisors
Vermont
$87K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$83K +$1.34K +170 +2%
Creative Planning
41
Creative Planning
Kansas
$82K – – –
HNB
42
Huntington National Bank
Ohio
$66K -$62K – –
Citigroup
43
Citigroup
New York
$65K -$2.25K -283 -3%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$48K +$48K +6,000 New
GI
45
Gradient Investments
Minnesota
$35K +$35K +4,400 New
GC
46
Grace Capital
Massachusetts
$24K – – –
PAG
47
Private Advisor Group
New Jersey
$24K +$24K +3,025 New
BCWM
48
Bartlett & Co Wealth Management
Ohio
$22.3K – – –
LIA
49
LS Investment Advisors
Michigan
$22K – – –
BC
50
Bartlett & Co
Ohio
$22K – – –
1
2
3 4