MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $90.4M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24.4M
2
Wells Fargo
2
Wells Fargo
California
$6.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
BlackRock
4
BlackRock
New York
$829K
5
CF
5
Centaurus Financial
California
$1.33M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
RVPG
4
Relative Value Partners Group
$0
5
Invesco
5
Invesco
Georgia
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
– -$2K -275 Closed
NFG
77
Next Financial Group
Texas
– -$1K -193 Closed
1 2 3
4