MCR

MFS Charter Income Trust
MCR

64 hedge funds and large institutions have $79.8M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less capital invested

Capital invested by funds: $84.2M → $79.8M (-$4.38M)

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.96M
2
+$664K
3
+$577K
4
Osaic Holdings
Osaic Holdings
Arizona
+$196K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$195K

Top Sellers

1
-$1.24M
2
-$326K
3
-$159K
4
CF
Centaurus Financial
California
-$124K
5
Wells Fargo
Wells Fargo
California
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$175K
27
$163K
28
$144K
29
$133K
30
$128K
31
$126K
32
$106K
33
$90.4K
34
$85.1K
35
$82.5K
36
$78K
37
$77.7K
38
$76K
39
$73K
40
$71K
41
$70.2K
42
$70.1K
43
$70K
44
$68.3K
45
$64.7K
46
$64.5K
47
$58.5K
48
$53.2K
49
$25.7K
50
$21.7K
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2
3