MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $99.4M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$982K
2
1CP
2
1607 Capital Partners
Virginia
$13M
3
Invesco
3
Invesco
Georgia
$5.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.2M
5
LPL Financial
5
LPL Financial
California
$925K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
RVPG
2
Relative Value Partners Group
$13.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.59M
4
SFS
4
Shaker Financial Services
Virginia
$402K
5
Wells Fargo
5
Wells Fargo
California
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
ESB
51
Essex Savings Bank
Connecticut
$16K 2,000 – –
CFA
52
Carroll Financial Associates
North Carolina
$8K 1,085 – –
RIA
53
Realta Investment Advisors
Delaware
$7K 875 – –
GWM
54
Geneos Wealth Management
Colorado
$5K 733 – –
BC
55
Bartlett & Co
Ohio
$5K 575 – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$4.69K 575 – –
NFG
57
Next Financial Group
Texas
$2K 193 -1,237 -87%
PFSC
58
Peoples Financial Services Corp
Pennsylvania
$2K 300 – –
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$2K 275 – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$2K 229 +5 +2%
BlackRock
61
BlackRock
New York
– – -365,637 Closed
Millennium Management
62
Millennium Management
New York
– – -22,958 Closed
PAS
63
Park Avenue Securities
New York
– – -22,600 Closed
KLI
64
Kelman-Lazarov Inc
Tennessee
– – -13,934 Closed
COLIM
65
City of London Investment Management
United Kingdom
– – -13,510 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -11,157 Closed
WCM
67
WealthBridge Capital Management
Ohio
– – -3,000 Closed
NSIM
68
North Star Investment Management
Illinois
– – -550 Closed
SF
69
Synovus Financial
Georgia
– – -338 Closed
MSA
70
Marino Stram & Associates
Massachusetts
– – -235 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3