MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

66 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$25.7M
3
Bank of America
3
Bank of America
North Carolina
$4.72M
4
WS
4
Wedbush Securities
California
$556K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$994K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.93M
2
TAF
2
Tredje AP-fonden
Sweden
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$19K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.86M
5
Truist Financial
5
Truist Financial
North Carolina
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$19K -$1.05M -118,890 -98%
BC
52
Bartlett & Co
Ohio
$19K – – –
APA
53
American Portfolios Advisors
New York
$15.2K – – –
PO
54
Private Ocean
California
$13K +$13K +1,500 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$9K – – –
CFA
56
Carroll Financial Associates
North Carolina
$9K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$8K – – –
GWM
58
Geneos Wealth Management
Colorado
$6K – – –
EIP
59
Ellis Investment Partners
Pennsylvania
$6K +$118 +14 +2%
PSB
60
Piscataqua Savings Bank
New Hampshire
$5K – – –
NSIM
61
North Star Investment Management
Illinois
$5K – – –
KFI
62
Key Financial Inc
Pennsylvania
$5K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$5K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +437 New
NFG
65
Next Financial Group
Texas
$2K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$2K – – –
TAF
67
Tredje AP-fonden
Sweden
– -$5.22M -7,236 Closed
ASN
68
Advisory Services Network
Georgia
– -$55K -6,303 Closed
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