MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $109M invested in MFS Charter Income Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$24.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$816K
4
WW
4
Waterfront Wealth
Kansas
$384K
5
SPIA
5
Steward Partners Investment Advisory
New York
$379K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.91M
2
SIA
2
Sit Investment Associates
Minnesota
$21.3M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Invesco
4
Invesco
Georgia
$3.84M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$374K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$20K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$19K – – –
APA
53
American Portfolios Advisors
New York
$15.1K +$15.1K +1,765 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +1,786 New
PO
55
Private Ocean
California
$13K – – –
CFA
56
Carroll Financial Associates
North Carolina
$9K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$8K -$2.55K -290 -24%
EVM
58
Eaton Vance Management
Massachusetts
$8K +$8K +917 New
GWM
59
Geneos Wealth Management
Colorado
$6K – – –
EIP
60
Ellis Investment Partners
Pennsylvania
$6K +$123 +14 +2%
KFI
61
Key Financial Inc
Pennsylvania
$5K – – –
NSIM
62
North Star Investment Management
Illinois
$5K – – –
PSB
63
Piscataqua Savings Bank
New Hampshire
$5K +$5K +563 New
SFS
64
Sowell Financial Services
Arkansas
$3K -$469 -59 -14%
NFG
65
Next Financial Group
Texas
$2K – – –
SFS
66
Shaker Financial Services
Virginia
– -$761K -86,747 Closed
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
– -$250K -28,524 Closed
PMFA
68
Plante Moran Financial Advisors
Michigan
– -$223K -25,400 Closed
GC
69
Grace Capital
Massachusetts
– -$26K -3,000 Closed
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
– -$20K -2,250 Closed
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