MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$13.3M
2
GA
GraniteShares Advisors
New York
$2.46M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$11.3M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.92M
5
Invesco
Invesco
Georgia
$3.62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51M
2
SFS
Shaker Financial Services
Virginia
$2M
3
WAM
Wolverine Asset Management
Illinois
$0
4
LCM
Landscape Capital Management
New Jersey
$384K
5
IAIM
International Assets Investment Management
Florida
$74K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$266K +$6.38K +1,000 +2%
WA
27
Waverly Advisors
Alabama
$251K +$251K +39,392 New
Osaic Holdings
28
Osaic Holdings
Arizona
$238K -$192K -30,017 -45%
LMKC
29
L.M. Kohn & Company
Ohio
$220K -$23.4K -3,674 -10%
AFS
30
Anderson Financial Strategies
Ohio
$215K +$215K +33,775 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$182K -$55.6K -8,718 -23%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$152K -$13.2K -2,072 -8%
BFS
33
Bard Financial Services
Connecticut
$137K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$133K +$7.99K +1,252 +6%
MWM
35
Melfa Wealth Management
Massachusetts
$129K +$129K +20,250 New
Mariner
36
Mariner
Kansas
$88.7K -$3.76K -589 -4%
Citadel Advisors
37
Citadel Advisors
Florida
$82.1K +$82.1K +12,872 New
Jane Street
38
Jane Street
New York
$78.9K +$78.9K +12,372 New
PTC
39
Philadelphia Trust Company
Pennsylvania
$77K – – –
WS
40
Wedbush Securities
California
$75K -$16.7K -2,600 -18%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$74.9K -$42.3K -6,630 -36%
IAIM
42
International Assets Investment Management
Florida
$74K -$412K -65,030 -85%
SAM
43
SignalPoint Asset Management
Missouri
$71.5K +$242 +38 +0.3%
BRWA
44
B. Riley Wealth Advisors
Florida
$70.3K -$5.77K -905 -8%
Comerica Bank
45
Comerica Bank
Texas
$55K -$13 -2 -0%
LFG
46
Larson Financial Group
Missouri
$28.2K -$12.2K -1,917 -30%
MCM
47
MAI Capital Management
Ohio
$25K +$25K +3,911 New
AF
48
Allworth Financial
California
$18.9K – – –
AWM
49
Avior Wealth Management
Nebraska
$18.8K +$3K +470 +19%
WA
50
WPG Advisers
Maryland
$15.3K +$15.3K +2,391 New
1
2
3