MCR

MFS Charter Income Trust
MCR

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$974K
2
+$792K
3
+$613K
4
Morgan Stanley
Morgan Stanley
New York
+$595K
5
LPL Financial
LPL Financial
California
+$294K

Top Sellers

1
-$2.89M
2
-$1.69M
3
-$1.69M
4
SFS
Shaker Financial Services
Virginia
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$16K
52
$8K
53
$7K
54
$5K
55
$5K
56
$4.69K
57
$2K
58
$2K
59
$2K
60
$2K
61
–
62
–
63
–
64
–
65
–
66
–
67
–
68
–
69
–
70
–
1 2
3