MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $94.7M invested in MFS Charter Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.48M
3
Wells Fargo
3
Wells Fargo
California
$5.09M
4
Citigroup
4
Citigroup
New York
$262K
5
SFS
5
Shaker Financial Services
Virginia
$761K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.8M
2
GC
2
Guggenheim Capital
Illinois
$0
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$250K
4
RJA
4
Raymond James & Associates
Florida
$460K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$262K 29,910 +22,067 +281%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$250K 28,524 -13,757 -33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$240K 27,350 +3,232 +13%
PMFA
29
Plante Moran Financial Advisors
Michigan
$223K 25,400 – –
SW
30
SVB Wealth
Massachusetts
$206K 23,475 -250 -1%
SWM
31
SeaCrest Wealth Management
New York
$191K 21,788 -6,360 -23%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$188K 21,494 +5,592 +35%
PAS
33
Park Avenue Securities
New York
$178K 20,309 +589 +3%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$158K 18,075 +18,075 New
IAIM
35
International Assets Investment Management
Florida
$156K 17,800 – –
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$130K 14,842 +538 +4%
MOS
37
MGO One Seven
Ohio
$124K 14,193 -8,307 -37%
BRWA
38
B. Riley Wealth Advisors
Florida
$123K 13,931 +13,931 New
Creative Planning
39
Creative Planning
Kansas
$116K 13,187 +525 +4%
WS
40
Wedbush Securities
California
$113K 12,829 -1,324 -9%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$109K 12,409 +33 +0.3%
PTC
42
Philadelphia Trust Company
Pennsylvania
$105K 12,000 – –
WA
43
Waverly Advisors
Alabama
$99K 11,020 – –
RPA
44
Rock Point Advisors
Vermont
$96K 10,900 – –
HNB
45
Huntington National Bank
Ohio
– – – –
APWA
46
Atlas Private Wealth Advisors
New Jersey
$53K 6,000 – –
GI
47
Gradient Investments
Minnesota
$35K 4,400 – –
GC
48
Grace Capital
Massachusetts
$26K 3,000 – –
BC
49
Bartlett & Co
Ohio
$25K 2,800 – –
BCWM
50
Bartlett & Co Wealth Management
Ohio
$24.6K 2,800 – –
1
2
3