MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$10.2M
2
Wells Fargo
2
Wells Fargo
California
$7.11M
3
WAM
3
Wolverine Asset Management
Illinois
$1.56M
4
CCP
4
Clough Capital Partners
Massachusetts
$749K
5
LCM
5
Landscape Capital Management
New Jersey
$1.45M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$470K
4
LCM
4
Laurion Capital Management
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +6,120 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$24K – – –
PB
53
Pinnacle Bancorp
Nebraska
$23K +$23K +3,200 New
WCM
54
WealthBridge Capital Management
Ohio
$22K +$22K +3,000 New
LIA
55
LS Investment Advisors
Michigan
$21K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$16K – – –
First Manhattan
57
First Manhattan
New York
$15K +$345 +48 +2%
ESB
58
Essex Savings Bank
Connecticut
$15K +$15K +2,000 New
Citigroup
59
Citigroup
New York
$12K -$35K -4,893 -74%
NFG
60
Next Financial Group
Texas
$10K – – –
CFA
61
Carroll Financial Associates
North Carolina
$8K – – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$7K +$7K +887 New
GWM
63
Geneos Wealth Management
Colorado
$5K – – –
BCWM
64
Bartlett & Co Wealth Management
Ohio
$4.22K – – –
BC
65
Bartlett & Co
Ohio
$4K – – –
NSIM
66
North Star Investment Management
Illinois
$4K – – –
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$2.02K – – –
SF
68
Synovus Financial
Georgia
$2K -$2K -338 -50%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2K -$1.34K -147 -40%
MSA
70
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
71
Peoples Financial Services Corp
Pennsylvania
$2K – – –
DWM
72
Doyle Wealth Management
Florida
$1K +$1K +188 New
CF
73
Centaurus Financial
California
$108 +$94 +686 +673%
LCM
74
Laurion Capital Management
New York
– -$662K -85,337 Closed
SFS
75
Shaker Financial Services
Virginia
– -$146K -18,850 Closed
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