MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $80M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.73M
3
Wells Fargo
3
Wells Fargo
California
$2.48M
4
Walleye Capital
4
Walleye Capital
New York
$204K
5
Bank of America
5
Bank of America
North Carolina
$1.4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.4M
2
Invesco
2
Invesco
Georgia
$2.74M
3
RVPG
3
Relative Value Partners Group
$0
4
SFS
4
Shaker Financial Services
Virginia
$349K
5
RJA
5
Raymond James & Associates
Florida
$324K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
26
Walleye Capital
New York
$204K +$204K +33,122 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$199K -$91.4K -14,859 -32%
AWG
28
Altus Wealth Group
Colorado
$191K -$9.47K -1,540 -5%
CAN
29
Cetera Advisor Networks
California
$180K -$49.6K -8,070 -22%
DAS
30
Dynamic Advisor Solutions
Arizona
$169K +$1.71K +278 +1%
EIP
31
Ellis Investment Partners
Pennsylvania
$160K +$155K +25,206 +3,248%
RCM
32
Rivernorth Capital Management
Florida
$154K +$154K +25,000 New
WS
33
Wedbush Securities
California
$148K – – –
LMKC
34
L.M. Kohn & Company
Ohio
$137K +$670 +109 +0.5%
BFS
35
Bard Financial Services
Connecticut
$132K – – –
IAIM
36
International Assets Investment Management
Florida
$109K – – –
LCM
37
Landscape Capital Management
New Jersey
$108K -$44.9K -7,305 -29%
AWA
38
Arkadios Wealth Advisors
Georgia
$97.4K +$9.53K +1,550 +11%
PAS
39
Park Avenue Securities
New York
$96K -$11.8K -1,914 -11%
AWS
40
Atria Wealth Solutions
New York
$93.3K +$830 +135 +0.9%
VBCG
41
Valley Brook Capital Group
Pennsylvania
$86.7K – – –
Mariner
42
Mariner
Kansas
$83K -$9.38K -1,516 -10%
BRWA
43
B. Riley Wealth Advisors
Florida
$81.4K +$92 +15 +0.1%
ASN
44
Advisory Services Network
Georgia
$79.9K – – –
PTC
45
Philadelphia Trust Company
Pennsylvania
$74K – – –
Jane Street
46
Jane Street
New York
$71.8K +$71.8K +11,672 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$71K – – –
EC
48
Elequin Capital
New York
$67.9K +$67.9K +11,042 New
WA
49
Waverly Advisors
Alabama
$67.8K – – –
SAM
50
SignalPoint Asset Management
Missouri
$64K +$1.3K +213 +2%
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