MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$10.2M
2
Wells Fargo
2
Wells Fargo
California
$7.11M
3
WAM
3
Wolverine Asset Management
Illinois
$1.56M
4
CCP
4
Clough Capital Partners
Massachusetts
$749K
5
LCM
5
Landscape Capital Management
New Jersey
$1.45M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$470K
4
LCM
4
Laurion Capital Management
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
76
Starfire Investment Advisers
Michigan
– -$81K -10,450 Closed
CPIG
77
Chicago Partners Investment Group
Illinois
– -$67K -8,926 Closed
SWP
78
Stratos Wealth Partners
Ohio
– -$11K -1,400 Closed
Walleye Trading
79
Walleye Trading
New York
– -$5K -700 Closed
TFS
80
TrustCore Financial Services
Tennessee
– -$4K -500 Closed
1 2 3
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