MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $80M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.73M
3
Wells Fargo
3
Wells Fargo
California
$2.48M
4
Walleye Capital
4
Walleye Capital
New York
$204K
5
Bank of America
5
Bank of America
North Carolina
$1.4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.4M
2
Invesco
2
Invesco
Georgia
$2.74M
3
RVPG
3
Relative Value Partners Group
$0
4
SFS
4
Shaker Financial Services
Virginia
$349K
5
RJA
5
Raymond James & Associates
Florida
$324K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$63.1K -$26.8K -4,355 -30%
HF
52
HRT Financial
New York
$62K +$62K +10,227 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$58K +$58K +9,370 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$46K – – –
WAM
55
Wolverine Asset Management
Illinois
$30.8K +$30.8K +5,000 New
GI
56
Gradient Investments
Minnesota
$27.1K – – –
IA
57
IFP Advisors
Florida
$25K +$779 +85 +3%
AF
58
Allworth Financial
California
$18.5K – – –
First Manhattan
59
First Manhattan
New York
$18K +$369 +60 +2%
BC
60
Bartlett & Co
Ohio
$14K – – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
US Bancorp
62
US Bancorp
Minnesota
$12.3K +$12.3K +2,000 New
PO
63
Private Ocean
California
$9.23K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$6.15K – – –
KFI
65
Key Financial Inc
Pennsylvania
$3.57K – – –
PSB
66
Piscataqua Savings Bank
New Hampshire
$3.46K – – –
NSIM
67
North Star Investment Management
Illinois
$3.38K – – –
EWA
68
EverSource Wealth Advisors
Alabama
$3.15K – – –
AAG
69
Armstrong Advisory Group
Massachusetts
$3.08K +$3.08K +500 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.92K – – –
HWA
71
HHM Wealth Advisors
Tennessee
$1.24K – – –
WPA
72
West Paces Advisors
Georgia
$541 +$541 +88 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$6 -$510 -85 -99%
RVPG
74
Relative Value Partners Group
– -$402K -67,616 Closed
MOS
75
MGO One Seven
Ohio
– -$77 -13,041 Closed
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