MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $91.1M invested in MFS Charter Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$1.76M
3
CIA
3
Concurrent Investment Advisors
Florida
$240K
4
LCM
4
Landscape Capital Management
New Jersey
$522K
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$75.2K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.12M
2
SFS
2
Shaker Financial Services
Virginia
$2.59M
3
CA
3
CoreCap Advisors
Michigan
$0
4
UBS Group
4
UBS Group
Switzerland
$795K
5
Morgan Stanley
5
Morgan Stanley
New York
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$8.06K – – –
CFD
52
Creative Financial Designs
Indiana
$6.56K – – –
SFC
53
Strategic Financial Concepts
Texas
$6.5K +$6.5K +41,340 New
PSB
54
Piscataqua Savings Bank
New Hampshire
$3.53K – – –
AAG
55
Armstrong Advisory Group
Massachusetts
$3.14K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.97K – – –
KFI
57
Key Financial Inc
Pennsylvania
$2.85K – – –
PTC
58
Private Trust Company
Ohio
$2.51K +$2.51K +400 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$1.9K – – –
AWM
60
Avior Wealth Management
Nebraska
$1.52K – – –
HWA
61
HHM Wealth Advisors
Tennessee
$1.27K – – –
HNB
62
Hilltop National Bank
Wyoming
$846 – – –
CA
63
CoreCap Advisors
Michigan
– -$301K -47,510 Closed
HF
64
HRT Financial
New York
– -$81K -12,859 Closed
IWC
65
Integrated Wealth Concepts
Massachusetts
– -$63.4K -10,000 Closed
FIM
66
Fernwood Investment Management
Massachusetts
– -$19K -3,000 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
– -$4.25K -670 Closed
US Bancorp
68
US Bancorp
Minnesota
– -$3.46K -546 Closed
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
– -$1.59K -250 Closed
GWSG
70
GPS Wealth Strategies Group
Colorado
– -$1.59K -250 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– -$6 -1 Closed
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