MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $147M invested in MFS Charter Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.11M
2
RVP
2
Relative Value Partners
Illinois
$18.6M
3
Wells Fargo
3
Wells Fargo
California
$7.64M
4
1CP
4
1607 Capital Partners
Virginia
$3.74M
5
WAM
5
Wolverine Asset Management
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.2M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.85M
3
GC
3
Guggenheim Capital
Illinois
$2.99M
4
SFS
4
Shaker Financial Services
Virginia
$593K
5
MAM
5
Meeder Asset Management
Ohio
$122K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$43K -$7.77K -870 -15%
FMII
52
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
Ameriprise
53
Ameriprise
Minnesota
$36K -$8.18K -900 -19%
MFS
54
MSI Financial Services
Massachusetts
$29K +$199 +22 +0.7%
WA
55
WFG Advisors
Texas
$29K +$358 +40 +1%
Creative Planning
56
Creative Planning
Kansas
$26K +$17K +1,897 +189%
LIA
57
LS Investment Advisors
Michigan
$25K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$20K -$17.8K -2,000 -47%
DADC
59
D.A. Davidson & Co
Montana
$14K +$14K +1,600 New
First Manhattan
60
First Manhattan
New York
$12K +$194 +22 +2%
CA
61
CapWealth Advisors
Tennessee
$11K – – –
CFA
62
Carroll Financial Associates
North Carolina
$10K – – –
BC
63
Bartlett & Co
Ohio
$5K -$18.9K -2,175 -79%
RFA
64
Reilly Financial Advisors
California
$5K – – –
AA
65
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
66
Peoples Financial Services Corp
Pennsylvania
$3K +$3K +300 New
DAM
67
Delta Asset Management
Tennessee
$2K – – –
MRCM
68
M&R Capital Management
New Jersey
$581 – – –
VKH
69
Virtu KCG Holdings
New York
– -$167K -18,623 Closed
AR
70
Advisory Research
Illinois
– -$167K -18,575 Closed
FAAM
71
First Allied Asset Management
California
– -$152K -17,171 Closed
UB
72
UMB Bank
Missouri
– -$134 -15,000 Closed
PTC
73
Philadelphia Trust Company
Pennsylvania
– -$107K -12,000 Closed
MCM
74
Maryland Capital Management
Maryland
– -$89K -10,000 Closed
PP
75
Palladium Partners
Virginia
– -$18K -2,050 Closed
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