MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $88.5M invested in MFS Charter Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.11M
3
WAM
3
Wolverine Asset Management
Illinois
$505K
4
SFS
4
Shaker Financial Services
Virginia
$541K
5
CAN
5
Cetera Advisor Networks
California
$337K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$21.7M
4
Invesco
4
Invesco
Georgia
$3.25M
5
SIA
5
Sit Investment Associates
Minnesota
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$17K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$17K – – –
BCWM
53
Bartlett & Co Wealth Management
Ohio
$16.3K +$16.3K +2,225 New
BC
54
Bartlett & Co
Ohio
$16K +$16K +2,225 New
APA
55
American Portfolios Advisors
New York
$13K – – –
PO
56
Private Ocean
California
$11K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$7K – – –
EIP
58
Ellis Investment Partners
Pennsylvania
$5K +$108 +16 +2%
NSIM
59
North Star Investment Management
Illinois
$4K – – –
PSB
60
Piscataqua Savings Bank
New Hampshire
$4K – – –
KFI
61
Key Financial Inc
Pennsylvania
$4K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$2K – – –
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
– -$1.69M -198,427 Closed
Truist Financial
64
Truist Financial
North Carolina
– -$1.69M -198,427 Closed
CFCI
65
Comprehensive Financial Consultants Institutional
Indiana
– -$45K -6,133 Closed
BFEC
66
Benjamin F. Edwards & Company
Missouri
– -$18K -2,152 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
– -$8K -910 Closed
GWM
68
Geneos Wealth Management
Colorado
– -$6K -733 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$1K -140 Closed
1 2
3