MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.81M
2
Bank of America
2
Bank of America
North Carolina
$2.93M
3
Wells Fargo
3
Wells Fargo
California
$4.1M
4
SIA
4
Sit Investment Associates
Minnesota
$13.1M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.15M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$4.47M
2
RVPG
2
Relative Value Partners Group
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$98K
4
Morgan Stanley
4
Morgan Stanley
New York
$24.7M
5
GHAM
5
Gilman Hill Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
– – -1 Closed
1 2 3
4