MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $163M invested in MFS Charter Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.7M
2
SIA
2
Sit Investment Associates
Minnesota
$15.5M
3
LCM
3
Laurion Capital Management
New York
$1.36M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.03M
5
PCM
5
Pointe Capital Management
Michigan
$586K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$12.1M
2
RCM
2
Rivernorth Capital Management
Florida
$8.7M
3
RVPG
3
Relative Value Partners Group
$36.3M
4
1CP
4
1607 Capital Partners
Virginia
$11.3M
5
Bank of America
5
Bank of America
North Carolina
$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$22K +$305 +35 +1%
IA
52
IFP Advisors
Florida
$15K +$15K +1,800 New
First Manhattan
53
First Manhattan
New York
$14K +$304 +38 +2%
NFG
54
Next Financial Group
Texas
$12K – – –
GWM
55
Geneos Wealth Management
Colorado
$11K +$5.76K +733 +110%
PCM
56
Penserra Capital Management
California
$7K +$879 +111 +14%
BC
57
Bartlett & Co
Ohio
$5K – – –
NSIM
58
North Star Investment Management
Illinois
$5K – – –
RFA
59
Reilly Financial Advisors
California
$4K – – –
AA
60
AlphaMark Advisors
Kentucky
$3K – – –
US Bancorp
61
US Bancorp
Minnesota
$3K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$3K – – –
PFSC
63
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SFS
64
Shaker Financial Services
Virginia
– -$438K -50,751 Closed
CCM
65
Coe Capital Management
Illinois
– -$336K -40,000 Closed
CRC
66
Curi RMB Capital
Illinois
– -$289K -33,431 Closed
CHP
67
Cable Hill Partners
Oregon
– -$2K -218 Closed
DAM
68
Delta Asset Management
Tennessee
– -$2K -200 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$1K -100 Closed
HW
70
Hedeker Wealth
Illinois
– -$5.38K -46 Closed
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