MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $79.3M invested in MFS Charter Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-15
Holders Change %
-20.55%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.04M
3
SIA
3
Sit Investment Associates
Minnesota
$6.72M
4
Wells Fargo
4
Wells Fargo
California
$2.59M
5
WAM
5
Wolverine Asset Management
Illinois
$82K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$130K
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Invesco
3
Invesco
Georgia
$2.61M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$3.22K – – –
AAG
52
Armstrong Advisory Group
Massachusetts
$3.15K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.98K – – –
KFI
54
Key Financial Inc
Pennsylvania
$2.86K -$912 -145 -24%
GWSG
55
GPS Wealth Strategies Group
Colorado
$1.57K +$1.57K +250 New
HWA
56
HHM Wealth Advisors
Tennessee
$1.27K – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$960 +$11 +1,817 +1%
Walleye Capital
58
Walleye Capital
New York
– -$204K -33,122 Closed
RCM
59
Rivernorth Capital Management
Florida
– -$154K -25,000 Closed
LCM
60
Landscape Capital Management
New Jersey
– -$108K -17,585 Closed
PAS
61
Park Avenue Securities
New York
– -$96K -15,536 Closed
AWS
62
Atria Wealth Solutions
New York
– -$93.3K -15,177 Closed
Jane Street
63
Jane Street
New York
– -$71.8K -11,672 Closed
EC
64
Elequin Capital
New York
– -$67.9K -11,042 Closed
PWPS
65
Pinnacle Wealth Planning Services
Ohio
– -$63.1K -10,265 Closed
HF
66
HRT Financial
New York
– -$62K -10,227 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
– -$46K -7,581 Closed
First Manhattan
68
First Manhattan
New York
– -$18K -2,934 Closed
IA
69
IFP Advisors
Florida
– -$25K -2,729 Closed
NSIM
70
North Star Investment Management
Illinois
– -$3.38K -550 Closed
WPA
71
West Paces Advisors
Georgia
– -$541 -88 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– -$6 -1 Closed
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