MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

60 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$4.21M
2
VIA
2
Vident Investment Advisory
Georgia
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$19.4M
4
UBS Group
4
UBS Group
Switzerland
$17.8M
5
COLIM
5
City of London Investment Management
United Kingdom
$727K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.4M
2
SCM
2
Saba Capital Management
New York
$7.14M
3
DA
3
Doliver Advisors
Texas
$969K
4
KSCM
4
Kamunting Street Capital Management
Florida
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
51
First Manhattan
New York
$12K 1,527 +30 +2%
PTC
52
Philadelphia Trust Company
Pennsylvania
$12K 102 +102 New
NFG
53
Next Financial Group
Texas
$6K 770 – –
NSIM
54
North Star Investment Management
Illinois
$5K 550 – –
BC
55
Bartlett & Co
Ohio
$5K 575 – –
RFA
56
Reilly Financial Advisors
California
$4K 500 – –
PAM
57
Panagora Asset Management
Massachusetts
$4K 488 +488 New
PFSC
58
Peoples Financial Services Corp
Pennsylvania
$3K 300 – –
AA
59
AlphaMark Advisors
Kentucky
$3K 300 – –
DAM
60
Delta Asset Management
Tennessee
$2K 200 – –
KSCM
61
Kamunting Street Capital Management
Florida
– – -108,300 Closed
CCP
62
Clough Capital Partners
Massachusetts
– – -35,200 Closed
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
– – -16,054 Closed
First Trust Advisors
64
First Trust Advisors
Illinois
– – -13,285 Closed
Creative Planning
65
Creative Planning
Kansas
– – -7,504 Closed
SEI Investments
66
SEI Investments
Pennsylvania
– – -250 Closed
BWFA
67
Baltimore-Washington Financial Advisors
Maryland
– – -33 Closed
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