MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$800K
2
LCM
2
Landscape Capital Management
New Jersey
$848K
3
LPL Financial
3
LPL Financial
California
$445K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$105K
5
Invesco
5
Invesco
Georgia
$4.77M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$662K
2
Wells Fargo
2
Wells Fargo
California
$4.86M
3
SIA
3
Sit Investment Associates
Minnesota
$7.28M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$1.5M
5
CF
5
Centaurus Financial
California
$795
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$17K – – –
First Manhattan
52
First Manhattan
New York
$15K +$331 +45 +2%
SWP
53
Stratos Wealth Partners
Ohio
$11K +$11K +1,400 New
NFG
54
Next Financial Group
Texas
$11K +$11K +1,430 New
CFA
55
Carroll Financial Associates
North Carolina
$8K – – –
SF
56
Synovus Financial
Georgia
$6K +$6K +676 New
GWM
57
Geneos Wealth Management
Colorado
$5K -$4.54K -666 -48%
Walleye Trading
58
Walleye Trading
New York
$5K +$5K +700 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$4.46K – – –
NSIM
60
North Star Investment Management
Illinois
$4K – – –
BC
61
Bartlett & Co
Ohio
$4K – – –
TFS
62
TrustCore Financial Services
Tennessee
$4K +$4K +500 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.28K +156 +74%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$2.13K – – –
PFSC
65
Peoples Financial Services Corp
Pennsylvania
$2K – – –
MSA
66
Marino Stram & Associates
Massachusetts
$2K – – –
CF
67
Centaurus Financial
California
$795 -$602K -77,179 -100%
DA
68
Doliver Advisors
Texas
– -$387K -48,836 Closed
SCM
69
Saba Capital Management
New York
– -$105K -13,240 Closed
CWM
70
Cornerstone Wealth Management
Missouri
– -$520K -4,124 Closed
MFBTD
71
MB Financial Bank - Trust Department
Illinois
– -$26K -3,305 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$17K -2,130 Closed
BCA
73
Bay Colony Advisors
Massachusetts
– -$8K -978 Closed
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