MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

60 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$4.21M
2
VIA
2
Vident Investment Advisory
Georgia
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$19.4M
4
UBS Group
4
UBS Group
Switzerland
$17.8M
5
COLIM
5
City of London Investment Management
United Kingdom
$727K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.4M
2
SCM
2
Saba Capital Management
New York
$7.14M
3
DA
3
Doliver Advisors
Texas
$969K
4
KSCM
4
Kamunting Street Capital Management
Florida
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.4M 4,418,352 -575,051 -12%
RVPG
2
Relative Value Partners Group
$28.2M 3,328,133 +3,328,133 New
Wells Fargo
3
Wells Fargo
California
$19.4M 2,284,649 +343,232 +18%
UBS Group
4
UBS Group
Switzerland
$17.8M 2,098,189 +91,970 +5%
RCM
5
Rivernorth Capital Management
Florida
$13.6M 1,600,805 +43,547 +3%
SIA
6
Sit Investment Associates
Minnesota
$12.9M 1,517,156 +55,692 +4%
SCM
7
Saba Capital Management
New York
$7.14M 843,374 -304,627 -27%
1CP
8
1607 Capital Partners
Virginia
$5.58M 658,775 +30,000 +5%
PPA
9
Parametric Portfolio Associates
Washington
$5.36M 632,597 +1,235 +0.2%
Invesco
10
Invesco
Georgia
$5.23M 617,853 +21,335 +4%
Bank of America
11
Bank of America
North Carolina
$5.22M 616,252 +65,448 +12%
FIMG
12
Financial & Investment Management Group
Michigan
$4.21M 496,511 +496,511 New
VIA
13
Vident Investment Advisory
Georgia
$4.06M 479,540 +479,540 New
PVWM
14
Point View Wealth Management
New Jersey
$1.51M 177,790 +2,690 +2%
Stifel Financial
15
Stifel Financial
Missouri
$1.31M 154,549 -8,115 -5%
RJA
16
Raymond James & Associates
Florida
$1.24M 146,674 +48,366 +49%
IT
17
Independence Trust
Tennessee
$1.22M 143,877 +11,453 +9%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.19M 140,525 +2,106 +2%
Citigroup
19
Citigroup
New York
$1.15M 135,262 +140 +0.1%
ST
20
Sentinel Trust
Texas
$1.09M 128,590 – –
GC
21
Guggenheim Capital
Illinois
$972K 114,748 -29,751 -21%
DA
22
Doliver Advisors
Texas
$969K 114,408 -113,593 -50%
BA
23
BlackRock Advisors
Delaware
$912K 107,703 +49,260 +84%
LCM
24
Landscape Capital Management
New Jersey
$876K 103,433 +53,034 +105%
COLIM
25
City of London Investment Management
United Kingdom
$727K 85,570 +85,570 New
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