MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $95.9M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.74M
2
SFS
2
Shaker Financial Services
Virginia
$1.97M
3
PPA
3
Parametric Portfolio Associates
Washington
$6.02M
4
SIA
4
Sit Investment Associates
Minnesota
$12.9M
5
MOS
5
MGO One Seven
Ohio
$139K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$4.97M
2
1CP
2
1607 Capital Partners
Virginia
$10.6M
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
LCM
4
Landscape Capital Management
New Jersey
$99K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$19K 2,305 – –
First Manhattan
52
First Manhattan
New York
$19K 2,279 +49 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$16K 1,956 +41 +2%
EIP
54
Ellis Investment Partners
Pennsylvania
$14K 1,687 -388 -19%
CFGS
55
Concourse Financial Group Securities
Alabama
$10K 1,200 +1,200 New
CFA
56
Carroll Financial Associates
North Carolina
$9K 1,085 – –
RIA
57
Realta Investment Advisors
Delaware
$7K 875 – –
GWM
58
Geneos Wealth Management
Colorado
$6K 733 – –
SBL
59
Sargent Bickham Lagudis
Colorado
$6K 674 +674 New
NSIM
60
North Star Investment Management
Illinois
$5K 550 – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$4.84K 575 – –
SFS
62
Sowell Financial Services
Arkansas
$4K 451 -9 -2%
NFG
63
Next Financial Group
Texas
$2K 193 – –
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$2K 275 – –
Jane Street
65
Jane Street
New York
– – -10,771 Closed
S
66
SignatureFD
Georgia
– – -1,521 Closed
PFSC
67
Peoples Financial Services Corp
Pennsylvania
– – -300 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
$0 1 – –
CB
69
CNB Bank
Pennsylvania
$0 17 +17 New
1 2
3