MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $90.4M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24.4M
2
Wells Fargo
2
Wells Fargo
California
$6.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
BlackRock
4
BlackRock
New York
$829K
5
CF
5
Centaurus Financial
California
$1.33M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
RVPG
4
Relative Value Partners Group
$0
5
Invesco
5
Invesco
Georgia
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$18K -$7.22K -902 -29%
First Manhattan
52
First Manhattan
New York
$18K +$371 +49 +2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$18K +$3.7K +474 +26%
OPS
54
Orion Portfolio Solutions
Nebraska
$17K +$17K +2,112 New
EIP
55
Ellis Investment Partners
Pennsylvania
$14K +$287 +36 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12K -$5.27K -659 -30%
PO
57
Private Ocean
California
$11K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$10K – – –
CFA
59
Carroll Financial Associates
North Carolina
$8K – – –
GWM
60
Geneos Wealth Management
Colorado
$5K – – –
NSIM
61
North Star Investment Management
Illinois
$4K – – –
SFS
62
Sowell Financial Services
Arkansas
$3K – – –
1CP
63
1607 Capital Partners
Virginia
– -$4.47M -603,621 Closed
TJHA
64
Thomas J. Herzfeld Advisors
Florida
– -$3.15M -425,372 Closed
SCM
65
Saba Capital Management
New York
– -$1.81M -245,185 Closed
RVPG
66
Relative Value Partners Group
– -$1.63M -220,718 Closed
WAM
67
Wolverine Asset Management
Illinois
– -$196K -26,505 Closed
LA
68
LexAurum Advisors
Kansas
– -$142K -19,217 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$140K -18,950 Closed
FAAS
70
First Allied Advisory Services
California
– -$90K -12,218 Closed
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
– -$79K -10,717 Closed
NPT
72
Nixon Peabody Trust
Massachusetts
– -$74K -10,000 Closed
AF
73
Allworth Financial
California
– -$22K -3,000 Closed
KFI
74
Key Financial Inc
Pennsylvania
– -$4K -600 Closed
TWA
75
TCI Wealth Advisors
Arizona
– -$3K -340 Closed
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