MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.81M
2
Bank of America
2
Bank of America
North Carolina
$2.93M
3
Wells Fargo
3
Wells Fargo
California
$4.1M
4
SIA
4
Sit Investment Associates
Minnesota
$13.1M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.15M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$4.47M
2
RVPG
2
Relative Value Partners Group
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$98K
4
Morgan Stanley
4
Morgan Stanley
New York
$24.7M
5
GHAM
5
Gilman Hill Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$22K 3,000 +3,000 New
LIA
52
LS Investment Advisors
Michigan
$21K 2,800 – –
BC
53
Bartlett & Co
Ohio
$21K 2,800 +2,800 New
BCWM
54
Bartlett & Co Wealth Management
Ohio
$20.7K 2,800 +2,225 +387%
First Manhattan
55
First Manhattan
New York
$17K 2,331 +52 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$16K 2,161 +205 +10%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$14K 1,831 -474 -21%
EIP
58
Ellis Investment Partners
Pennsylvania
$12K 1,721 +34 +2%
PO
59
Private Ocean
California
$11K 1,500 +1,500 New
CFGS
60
Concourse Financial Group Securities
Alabama
$9K 1,200 – –
CFA
61
Carroll Financial Associates
North Carolina
$8K 1,085 – –
GWM
62
Geneos Wealth Management
Colorado
$5K 733 – –
NSIM
63
North Star Investment Management
Illinois
$4K 550 – –
KFI
64
Key Financial Inc
Pennsylvania
$4K 600 +600 New
SFS
65
Sowell Financial Services
Arkansas
$3K 438 -13 -3%
TWA
66
TCI Wealth Advisors
Arizona
$3K 340 +340 New
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$2K 275 – –
NFG
68
Next Financial Group
Texas
$1K 193 – –
GHAM
69
Gilman Hill Asset Management
Connecticut
– – -29,075 Closed
PAS
70
Park Avenue Securities
New York
– – -23,788 Closed
LCM
71
Landscape Capital Management
New Jersey
– – -11,739 Closed
FIA
72
FNY Investment Advisers
New York
– – -9,194 Closed
RIA
73
Realta Investment Advisors
Delaware
– – -875 Closed
SBL
74
Sargent Bickham Lagudis
Colorado
– – -674 Closed
CB
75
CNB Bank
Pennsylvania
– – -17 Closed
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3
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