MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $79.3M invested in MFS Charter Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-15
Holders Change %
-20.55%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.04M
3
SIA
3
Sit Investment Associates
Minnesota
$6.72M
4
Wells Fargo
4
Wells Fargo
California
$2.59M
5
WAM
5
Wolverine Asset Management
Illinois
$82K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$130K
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Invesco
3
Invesco
Georgia
$2.61M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$146K -$5.55K -884 -4%
LMKC
27
L.M. Kohn & Company
Ohio
$140K +$717 +114 +0.5%
BFS
28
Bard Financial Services
Connecticut
$135K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$131K -$42.5K -6,752 -25%
SFS
30
Shaker Financial Services
Virginia
$130K -$226K -35,974 -63%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$126K -$77.1K -12,263 -38%
IAIM
32
International Assets Investment Management
Florida
$101K -$10.7K -1,700 -10%
AWA
33
Arkadios Wealth Advisors
Georgia
$91.5K -$8.18K -1,300 -8%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$88.7K – – –
Mariner
35
Mariner
Kansas
$87K +$2.52K +401 +3%
BRWA
36
B. Riley Wealth Advisors
Florida
$83.3K +$107 +17 +0.1%
WAM
37
Wolverine Asset Management
Illinois
$82K +$50.6K +8,041 +161%
ASN
38
Advisory Services Network
Georgia
$81.7K – – –
PTC
39
Philadelphia Trust Company
Pennsylvania
$75K – – –
IWC
40
Integrated Wealth Concepts
Massachusetts
$72K – – –
WA
41
Waverly Advisors
Alabama
$69.3K – – –
SAM
42
SignalPoint Asset Management
Missouri
$67K +$1.36K +216 +2%
GI
43
Gradient Investments
Minnesota
$27.7K – – –
AF
44
Allworth Financial
California
$18.9K – – –
BC
45
Bartlett & Co
Ohio
$14K – – –
BCWM
46
Bartlett & Co Wealth Management
Ohio
$14K – – –
US Bancorp
47
US Bancorp
Minnesota
$12.6K – – –
PO
48
Private Ocean
California
$9.44K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$6.29K – – –
PSB
50
Piscataqua Savings Bank
New Hampshire
$3.54K – – –
1
2
3