MCR

MFS Charter Income Trust

64 hedge funds and large institutions have $172M invested in MFS Charter Income Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
51
Next Financial Group
Texas
$19K
MFS
52
MSI Financial Services
Massachusetts
$16K -$13.4K -1,477 -46%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$15K
First Manhattan
54
First Manhattan
New York
$12K +$185 +22 +2%
PMFA
55
Plante Moran Financial Advisors
Michigan
$11K
FANJ
56
Financial Architects (New Jersey)
New Jersey
$6K +$6K +638 New
BC
57
Bartlett & Co
Ohio
$5K
NSIM
58
North Star Investment Management
Illinois
$5K
US Bancorp
59
US Bancorp
Minnesota
$4K
RFA
60
Reilly Financial Advisors
California
$4K
Barclays
61
Barclays
United Kingdom
$3K -$884K -104,260 -100%
AA
62
AlphaMark Advisors
Kentucky
$3K
PFSC
63
Peoples Financial Services Corp
Pennsylvania
$3K
DAM
64
Delta Asset Management
Tennessee
$2K
TC
65
TFS Capital
Pennsylvania
-$783K -84,718 Closed
Jane Street
66
Jane Street
New York
-$702K -75,949 Closed
AA
67
Ancora Advisors
Ohio
-$274K -29,700 Closed
AP
68
Advisors Preferred
Maryland
-$231K -25,026 Closed
Verition Fund Management
69
Verition Fund Management
Connecticut
-$177K -19,152 Closed
PTC
70
Philadelphia Trust Company
Pennsylvania
-$111K -12,000 Closed
FMII
71
Farmers & Merchants Investments Inc
Nebraska
-$41K -4,400 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
-$4K -400 Closed
GI
73
Gradient Investments
Minnesota
-$2K -200 Closed
CFA
74
Carroll Financial Associates
North Carolina
-$1K -88 Closed
Geode Capital Management
75
Geode Capital Management
Massachusetts
-$94K