MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.9M
2
LCM
2
Laurion Capital Management
New York
$3.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.9M
4
CRC
4
Curi RMB Capital
Illinois
$658K
5
CWM
5
Cornerstone Wealth Management
Missouri
$520K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$3.22M
3
RCM
3
Rivernorth Capital Management
Florida
$5.01M
4
SIA
4
Sit Investment Associates
Minnesota
$8.46M
5
SCM
5
Saba Capital Management
New York
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$18K -$20.1K -2,579 -53%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$18K – – –
Citigroup
53
Citigroup
New York
$18K +$5.21K +643 +41%
SEI Investments
54
SEI Investments
Pennsylvania
$17K +$17K +2,130 New
First Manhattan
55
First Manhattan
New York
$15K +$331 +44 +2%
GWM
56
Geneos Wealth Management
Colorado
$11K – – –
CFA
57
Carroll Financial Associates
North Carolina
$8K – – –
BCA
58
Bay Colony Advisors
Massachusetts
$8K +$8K +978 New
BC
59
Bartlett & Co
Ohio
$5K – – –
BCWM
60
Bartlett & Co Wealth Management
Ohio
$4.56K – – –
NSIM
61
North Star Investment Management
Illinois
$4K – – –
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$2.18K – – –
MSA
63
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
64
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2K +$19 +2 +1%
FCMT
66
Founders Capital Management (Texas)
Texas
– -$38K -4,650 Closed
BFC
67
Bedel Financial Consulting
Indiana
– -$6K -800 Closed
WAM
68
Wealthspire Advisors (Maryland)
Maryland
– -$5K -629 Closed
AA
69
AlphaMark Advisors
Kentucky
– -$2K -300 Closed
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