MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

57 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.4M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.68M
3
Bank of America
3
Bank of America
North Carolina
$2.09M
4
GA
4
GraniteShares Advisors
New York
$2.58M
5
EFG
5
Ethos Financial Group
Pennsylvania
$154K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$10M
2
Invesco
2
Invesco
Georgia
$3.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$49.8M
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$122K
5
LCM
5
Landscape Capital Management
New Jersey
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$236K -$10.6K -1,686 -4%
LCM
27
Landscape Capital Management
New Jersey
$228K -$149K -23,812 -40%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$226K +$95K +15,156 +73%
LMKC
29
L.M. Kohn & Company
Ohio
$217K +$640 +102 +0.3%
AFS
30
Anderson Financial Strategies
Ohio
$212K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$184K +$5.22K +833 +3%
EFG
32
Ethos Financial Group
Pennsylvania
$154K +$154K +24,598 New
VBCG
33
Valley Brook Capital Group
Pennsylvania
$150K – – –
BFS
34
Bard Financial Services
Connecticut
$135K – – –
MWM
35
Melfa Wealth Management
Massachusetts
$127K – – –
RAM
36
Readystate Asset Management
Illinois
$125K +$125K +19,939 New
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$122K -$187K -29,868 -61%
HF
38
HRT Financial
New York
$100K +$100K +16,001 New
Mariner
39
Mariner
Kansas
$84.8K -$2.44K -389 -3%
PTC
40
Philadelphia Trust Company
Pennsylvania
$75K – – –
WS
41
Wedbush Securities
California
$73K – – –
FFA
42
Farther Finance Advisors
California
$70.7K +$70.7K +11,228 New
GWM
43
Geneos Wealth Management
Colorado
$67.4K +$67.4K +10,746 New
Comerica Bank
44
Comerica Bank
Texas
$54K – – –
LFG
45
Larson Financial Group
Missouri
$27.7K – – –
MCM
46
MAI Capital Management
Ohio
$24.5K – – –
AF
47
Allworth Financial
California
$18.3K – – –
WA
48
WPG Advisers
Maryland
$16.2K +$1.2K +192 +8%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$8.06K – – –
1
2
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