MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

69 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.1M
2
SFS
2
Shaker Financial Services
Virginia
$1.46M
3
1CP
3
1607 Capital Partners
Virginia
$11.8M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MRCM
76
M&R Capital Management
New Jersey
– – -10,000 Closed
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
– – -6,765 Closed
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
– – -6,120 Closed
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
– – -887 Closed
DWM
80
Doyle Wealth Management
Florida
– – -188 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4