MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $114M invested in MFS Charter Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$5.22M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.27M
3
Truist Financial
3
Truist Financial
North Carolina
$2.26M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.7M
5
Invesco
5
Invesco
Georgia
$4.43M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$2.92M
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
WW
4
Waterfront Wealth
Kansas
$124K
5
IAIM
5
International Assets Investment Management
Florida
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
26
Altus Wealth Group
Colorado
$284K – – –
DAS
27
Dynamic Advisor Solutions
Arizona
$254K -$128K -14,689 -34%
IAIM
28
International Assets Investment Management
Florida
$251K -$155K -17,800 -38%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$203K -$25.6K -2,928 -11%
PAS
30
Park Avenue Securities
New York
$161K -$1.92K -220 -1%
WS
31
Wedbush Securities
California
$158K +$253 +29 +0.2%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$145K +$1.09K +125 +0.8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$145K +$1.53K +176 +1%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$129K -$427 -49 -0.3%
WW
35
Waterfront Wealth
Kansas
$124K -$272K -31,045 -69%
GI
36
Gradient Investments
Minnesota
$121K -$4.9K -560 -4%
MOS
37
MGO One Seven
Ohio
$121K -$1.03K -118 -0.8%
BRWA
38
B. Riley Wealth Advisors
Florida
$115K -$10.7K -1,224 -9%
PTC
39
Philadelphia Trust Company
Pennsylvania
$105K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$97K – – –
WA
41
Waverly Advisors
Alabama
$96K – – –
RPA
42
Rock Point Advisors
Vermont
$95K – – –
Creative Planning
43
Creative Planning
Kansas
$88K -$24.6K -2,821 -22%
Citigroup
44
Citigroup
New York
$63K -$2.42K -273 -4%
ASN
45
Advisory Services Network
Georgia
$55K +$55K +6,303 New
APWA
46
Atlas Private Wealth Advisors
New Jersey
$52K – – –
AF
47
Allworth Financial
California
$26K – – –
First Manhattan
48
First Manhattan
New York
$22K +$434 +51 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$20K – – –
BCWM
50
Bartlett & Co Wealth Management
Ohio
$19.4K -$5.03K -575 -21%
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