MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $133M invested in MFS Charter Income Trust in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81M
2
Invesco
2
Invesco
Georgia
$6.77M
3
SIA
3
Sit Investment Associates
Minnesota
$6.34M
4
GC
4
Guggenheim Capital
Illinois
$5.87M
5
RVP
5
Relative Value Partners
Illinois
$4.83M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81M 8,752,090 +8,752,090 New
Invesco
2
Invesco
Georgia
$6.77M 731,848 +731,848 New
SIA
3
Sit Investment Associates
Minnesota
$6.34M 685,700 +685,700 New
GC
4
Guggenheim Capital
Illinois
$5.87M 634,458 +634,458 New
RVP
5
Relative Value Partners
Illinois
$4.83M 521,692 +521,692 New
Bank of America
6
Bank of America
North Carolina
$4.06M 439,028 +439,028 New
PPA
7
Parametric Portfolio Associates
Washington
$3.46M 374,344 +374,344 New
Wells Fargo
8
Wells Fargo
California
$2.94M 317,374 +317,374 New
Barclays
9
Barclays
United Kingdom
$1.38M 149,463 +149,463 New
HighTower Advisors
10
HighTower Advisors
Illinois
$1.35M 145,637 +145,637 New
SFS
11
Shaker Financial Services
Virginia
$1.28M 138,335 +138,335 New
RCM
12
Rivernorth Capital Management
Florida
$1.05M 113,075 +113,075 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
– – – –
MAM
14
Meeder Asset Management
Ohio
$974K 105,310 +105,310 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$852K 92,138 +92,138 New
U
16
UBS
Switzerland
$850K 91,911 +91,911 New
First Trust Advisors
17
First Trust Advisors
Illinois
$807K 87,274 +87,274 New
LPL Financial
18
LPL Financial
California
$788K 85,143 +85,143 New
AIM
19
Assured Investment Management
New York
$761K 82,286 +82,286 New
PI
20
Placemark Investments
Illinois
$715K 77,253 +77,253 New
BCA
21
Benchmark Capital Advisors
New York
$595K 64,300 +64,300 New
MRCM
22
M&R Capital Management
New Jersey
$593K 64,200 +64,200 New
TC
23
TFS Capital
Pennsylvania
$517K 55,871 +55,871 New
WAM
24
Wolverine Asset Management
Illinois
$517K 55,915 +55,915 New
OFG
25
OTA Financial Group
New York
$415K 44,890 +44,890 New
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