MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.4M
2
NA
NewEdge Advisors
Louisiana
$1.03M
3
PPA
Parametric Portfolio Associates
Washington
$25.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$571K
5
Bank of America
Bank of America
North Carolina
$4.79M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$1.98M
2
Invesco
Invesco
Georgia
$4.01M
3
Truist Financial
Truist Financial
North Carolina
$1.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69M
5
SFS
Shaker Financial Services
Virginia
$122K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$324K – – –
AWG
27
Altus Wealth Group
Colorado
$277K – – –
DAS
28
Dynamic Advisor Solutions
Arizona
$251K -$13.1K -1,541 -5%
IAIM
29
International Assets Investment Management
Florida
$245K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$245K +$47K +5,507 +24%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$162K +$67.5K +7,934 +72%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$159K +$8.5K +1,000 +6%
PAS
33
Park Avenue Securities
New York
$153K -$2.63K -309 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$145K +$1.58K +185 +1%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$126K -$393 -46 -0.3%
SFS
36
Shaker Financial Services
Virginia
$122K -$139K -16,348 -53%
WW
37
Waterfront Wealth
Kansas
$120K – – –
GI
38
Gradient Investments
Minnesota
$118K – – –
MOS
39
MGO One Seven
Ohio
$116K -$603 -71 -0.5%
BRWA
40
B. Riley Wealth Advisors
Florida
$113K +$487 +57 +0.4%
PTC
41
Philadelphia Trust Company
Pennsylvania
$102K – – –
IWC
42
Integrated Wealth Concepts
Massachusetts
$98K – – –
WA
43
Waverly Advisors
Alabama
$84K – – –
CFCI
44
Comprehensive Financial Consultants Institutional
Indiana
$45K +$45K +6,133 New
AF
45
Allworth Financial
California
$26K – – –
First Manhattan
46
First Manhattan
New York
$22K +$434 +53 +2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$20K – – –
SWM
48
Spire Wealth Management
Virginia
$20K – – –
BFEC
49
Benjamin F. Edwards & Company
Missouri
$18K – – –
APA
50
American Portfolios Advisors
New York
$15K – – –
1
2
3