MCR

MFS Charter Income Trust

63 hedge funds and large institutions have $114M invested in MFS Charter Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
51
Bartlett & Co
Ohio
$19K -$4.91K -575 -21%
APA
52
American Portfolios Advisors
New York
$15.4K
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$9K -$11.3K -1,250 -56%
CFA
54
Carroll Financial Associates
North Carolina
$9K
CFGS
55
Concourse Financial Group Securities
Alabama
$8K
GWM
56
Geneos Wealth Management
Colorado
$6K
EIP
57
Ellis Investment Partners
Pennsylvania
$6K +$112 +13 +2%
KFI
58
Key Financial Inc
Pennsylvania
$5K
PSB
59
Piscataqua Savings Bank
New Hampshire
$5K
NSIM
60
North Star Investment Management
Illinois
$5K
PFBT
61
Parkside Financial Bank & Trust
Missouri
$5K +$5K +592 New
NFG
62
Next Financial Group
Texas
$2K
GWSG
63
GPS Wealth Strategies Group
Colorado
$2K +$2K +250 New
SPIA
64
Steward Partners Investment Advisory
New York
-$379K -44,430 Closed
SW
65
SVB Wealth
Massachusetts
-$154K -18,050 Closed
SWM
66
SeaCrest Wealth Management
New York
-$113K -13,257 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
-$15K -1,786 Closed
PO
68
Private Ocean
California
-$13K -1,500 Closed
EVM
69
Eaton Vance Management
Massachusetts
-$8K -917 Closed
SFS
70
Sowell Financial Services
Arkansas
-$3K -377 Closed
HNB
71
Huntington National Bank
Ohio
-$70K