MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.4M
2
NA
NewEdge Advisors
Louisiana
$1.03M
3
PPA
Parametric Portfolio Associates
Washington
$25.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$571K
5
Bank of America
Bank of America
North Carolina
$4.79M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$1.98M
2
Invesco
Invesco
Georgia
$4.01M
3
Truist Financial
Truist Financial
North Carolina
$1.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69M
5
SFS
Shaker Financial Services
Virginia
$122K
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$13K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$9K – – –
CFA
53
Carroll Financial Associates
North Carolina
$9K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$8K – – –
GWM
55
Geneos Wealth Management
Colorado
$6K – – –
EIP
56
Ellis Investment Partners
Pennsylvania
$6K +$116 +14 +2%
KFI
57
Key Financial Inc
Pennsylvania
$5K – – –
NSIM
58
North Star Investment Management
Illinois
$5K – – –
PSB
59
Piscataqua Savings Bank
New Hampshire
$5K – – –
CFRPA
60
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3K +400 New
NFG
61
Next Financial Group
Texas
$2K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$2K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$1K +$1K +140 New
RPA
64
Rock Point Advisors
Vermont
– -$94K -10,900 Closed
Creative Planning
65
Creative Planning
Kansas
– -$87K -10,099 Closed
APWA
66
Atlas Private Wealth Advisors
New Jersey
– -$52K -6,000 Closed
Citigroup
67
Citigroup
New York
– -$23K -2,669 Closed
BCWM
68
Bartlett & Co Wealth Management
Ohio
– -$19.1K -2,225 Closed
BC
69
Bartlett & Co
Ohio
– -$19K -2,225 Closed
PFBT
70
Parkside Financial Bank & Trust
Missouri
– -$5K -592 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -437 Closed
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