MCR

MFS Charter Income Trust

62 hedge funds and large institutions have $167M invested in MFS Charter Income Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
17
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$36.4M 4,329,781 -201,252 -4%
Morgan Stanley
2
Morgan Stanley
New York
$27.6M 3,257,170 -234,202 -7%
SCM
3
Saba Capital Management
New York
$26.7M 3,155,231 +1,087,922 +53%
1CP
4
1607 Capital Partners
Virginia
$12.3M 1,450,840 -8,280 -0.6%
RCM
5
Rivernorth Capital Management
Florida
$12M 1,414,638 -183,167 -11%
SIA
6
Sit Investment Associates
Minnesota
$7.7M 909,267 +224,805 +33%
Wells Fargo
7
Wells Fargo
California
$7.51M 886,955 -1,284,274 -59%
Invesco
8
Invesco
Georgia
$5.76M 679,873 +43,808 +7%
Bank of America
9
Bank of America
North Carolina
$5.74M 677,194 +8,106 +1%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$4.64M 547,987 -17,695 -3%
LCM
11
Landscape Capital Management
New Jersey
$2.17M 256,476 +32,993 +15%
LCM
12
Laurion Capital Management
New York
$2.16M 255,435 -198,252 -44%
KLI
13
Kelman-Lazarov Inc
Tennessee
$2.08M 244,407 +46,257 +23%
Citigroup
14
Citigroup
New York
$1.77M 209,026 -12,625 -6%
RJA
15
Raymond James & Associates
Florida
$1.71M 202,111 -13,553 -6%
Stifel Financial
16
Stifel Financial
Missouri
$1.67M 197,034 +53,451 +37%
PVWM
17
Point View Wealth Management
New Jersey
$1.46M 172,863 +268 +0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.13M 133,822 -754 -0.6%
UBS Group
19
UBS Group
Switzerland
$955K 112,699 -21,459 -16%
SIA
20
Starfire Investment Advisers
Michigan
$579K 68,300
BCA
21
Benchmark Capital Advisors
New York
$480K 56,650
GHAM
22
Gilman Hill Asset Management
Connecticut
$404K 47,700 -2,500 -5%
WS
23
Wedbush Securities
California
$348K 41,082 +41,082 New
AG
24
Advisor Group
Arizona
$347K 41,005 +41,005 New
CCM
25
Coe Capital Management
Illinois
$339K 40,000