MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

69 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.1M
2
SFS
2
Shaker Financial Services
Virginia
$1.46M
3
1CP
3
1607 Capital Partners
Virginia
$11.8M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
51
LS Investment Advisors
Michigan
$22K 2,800 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$18K 2,305 -5,230 -69%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$18K 2,250 – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$17K 2,102 -1,167 -36%
ESB
55
Essex Savings Bank
Connecticut
$16K 2,000 – –
First Manhattan
56
First Manhattan
New York
$16K 2,135 +46 +2%
NFG
57
Next Financial Group
Texas
$11K 1,430 – –
NFH
58
NEXT Financial Holdings
Texas
$11K 1,430 +1,430 New
CFA
59
Carroll Financial Associates
North Carolina
$8K 1,085 – –
RIA
60
Realta Investment Advisors
Delaware
$7K 875 +875 New
BC
61
Bartlett & Co
Ohio
$5K 575 – –
GWM
62
Geneos Wealth Management
Colorado
$5K 733 – –
BCWM
63
Bartlett & Co Wealth Management
Ohio
$4.54K 575 – –
NSIM
64
North Star Investment Management
Illinois
$4K 550 – –
SF
65
Synovus Financial
Georgia
$3K 338 – –
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$2.17K 275 – –
PFSC
67
Peoples Financial Services Corp
Pennsylvania
$2K 300 – –
MSA
68
Marino Stram & Associates
Massachusetts
$2K 235 – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2K 224 +5 +2%
RCM
70
Rivernorth Capital Management
Florida
– – -615,676 Closed
CRC
71
Curi RMB Capital
Illinois
– – -118,556 Closed
CCP
72
Clough Capital Partners
Massachusetts
– – -102,200 Closed
WAM
73
Weiss Asset Management
Massachusetts
– – -21,218 Closed
TSS
74
Two Sigma Securities
New York
– – -11,541 Closed
WS
75
Wedbush Securities
California
– – -10,080 Closed
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