MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $169M invested in MFS Charter Income Trust in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
22
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.9M
2
Bank of America
2
Bank of America
North Carolina
$6.48M
3
SFS
3
Shaker Financial Services
Virginia
$438K
4
RVPG
4
Relative Value Partners Group
$37.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$394K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$10.1M
2
LCM
2
Laurion Capital Management
New York
$275K
3
SCM
3
Saba Capital Management
New York
$25.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.2M
5
Wells Fargo
5
Wells Fargo
California
$6.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$22K +$301 +34 +1%
First Manhattan
52
First Manhattan
New York
$14K +$303 +37 +2%
NFG
53
Next Financial Group
Texas
$12K +$10.4K +1,237 +641%
PCM
54
Penserra Capital Management
California
$6K +$1.51K +195 +34%
HW
55
Hedeker Wealth
Illinois
$5.38K +$5.38K +46 New
GWM
56
Geneos Wealth Management
Colorado
$5K – – –
BC
57
Bartlett & Co
Ohio
$5K – – –
CFA
58
Carroll Financial Associates
North Carolina
$5K – – –
NSIM
59
North Star Investment Management
Illinois
$5K – – –
RFA
60
Reilly Financial Advisors
California
$4K – – –
SEI Investments
61
SEI Investments
Pennsylvania
$3K -$3.29K -327 -52%
AA
62
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
63
Peoples Financial Services Corp
Pennsylvania
$3K – – –
US Bancorp
64
US Bancorp
Minnesota
$3K +$3K +400 New
DAM
65
Delta Asset Management
Tennessee
$2K – – –
CHP
66
Cable Hill Partners
Oregon
$2K +$2K +218 New
TRCT
67
Tower Research Capital (TRC)
New York
$1K +$1K +100 New
FAAS
68
First Allied Advisory Services
California
– -$178K -21,078 Closed
FIMG
69
Financial & Investment Management Group
Michigan
– -$110K -12,950 Closed
KF
70
Krilogy Financial
Missouri
– -$29K -3,400 Closed
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