MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

68 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.8M
2
UBS Group
2
UBS Group
Switzerland
$1.77M
3
Wells Fargo
3
Wells Fargo
California
$2.12M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.05M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$281K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
CF
3
Centaurus Financial
California
$502K
4
Morgan Stanley
4
Morgan Stanley
New York
$45.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$18K 3,000 – –
First Manhattan
52
First Manhattan
New York
$17K 2,874 +62 +2%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$13.2K 2,225 – –
BC
54
Bartlett & Co
Ohio
$13K 2,225 – –
S
55
SignatureFD
Georgia
$13K 2,150 +2,150 New
APA
56
American Portfolios Advisors
New York
$10.5K 1,765 – –
PO
57
Private Ocean
California
$8K 1,500 +1,500 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$6K 1,000 – –
KFI
59
Key Financial Inc
Pennsylvania
$4K 600 – –
EIP
60
Ellis Investment Partners
Pennsylvania
$4K 776 +17 +2%
PSB
61
Piscataqua Savings Bank
New Hampshire
$3K 563 – –
NSIM
62
North Star Investment Management
Illinois
$3K 550 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$3K 474 – –
EWA
64
EverSource Wealth Advisors
Alabama
$3K 512 +512 New
HWA
65
HHM Wealth Advisors
Tennessee
$1K 202 – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$1K 250 – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1K 86 +86 New
MOS
68
MGO One Seven
Ohio
$77 13,041 -396 -3%
WAM
69
Wolverine Asset Management
Illinois
– – -129,603 Closed
WW
70
Waterfront Wealth
Kansas
– – -14,135 Closed
SWM
71
SeaCrest Wealth Management
New York
– – -8,870 Closed
SC
72
SouthState Corp
Florida
– – -1,250 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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