MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $80M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.73M
3
Wells Fargo
3
Wells Fargo
California
$2.48M
4
Walleye Capital
4
Walleye Capital
New York
$204K
5
Bank of America
5
Bank of America
North Carolina
$1.4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.4M
2
Invesco
2
Invesco
Georgia
$2.74M
3
RVPG
3
Relative Value Partners Group
$0
4
SFS
4
Shaker Financial Services
Virginia
$349K
5
RJA
5
Raymond James & Associates
Florida
$324K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
– -$13K -2,150 Closed
GWSG
77
GPS Wealth Strategies Group
Colorado
– -$1K -250 Closed
1 2 3
4