MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $142M invested in MFS Charter Income Trust in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
SIA
Sit Investment Associates
Minnesota
$8.69M
3
SFS
Shaker Financial Services
Virginia
$1.97M
4
Wells Fargo
Wells Fargo
California
$2.62M
5
LCM
Landscape Capital Management
New Jersey
$439K

Top Sellers

1
LPL Financial
LPL Financial
California
$1.43M
2
Osaic Holdings
Osaic Holdings
Arizona
$383K
3
WAM
Wolverine Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$1.49M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$6.76K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$6.46K – – –
PSB
53
Piscataqua Savings Bank
New Hampshire
$3.64K – – –
AAG
54
Armstrong Advisory Group
Massachusetts
$3.23K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$3.06K – – –
KFI
56
Key Financial Inc
Pennsylvania
$2.94K – – –
GWSG
57
GPS Wealth Strategies Group
Colorado
$1.62K – – –
HWA
58
HHM Wealth Advisors
Tennessee
$1.31K – – –
WAM
59
Wolverine Asset Management
Illinois
– -$175K -29,873 Closed
HF
60
HRT Financial
New York
– -$106K -18,133 Closed
DAS
61
Dynamic Advisor Solutions
Arizona
– -$90.4K -15,449 Closed
CF
62
Centaurus Financial
California
– -$73K -12,404 Closed
PAS
63
Park Avenue Securities
New York
– -$71K -12,152 Closed
WA
64
Waverly Advisors
Alabama
– -$64.5K -11,020 Closed
EC
65
Elequin Capital
New York
– -$21.7K -3,715 Closed
FCA
66
FinTrust Capital Advisors
South Carolina
– -$6.55K -1,120 Closed
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