MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $163M invested in MFS Charter Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.7M
2
SIA
2
Sit Investment Associates
Minnesota
$15.5M
3
LCM
3
Laurion Capital Management
New York
$1.36M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.03M
5
PCM
5
Pointe Capital Management
Michigan
$586K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$12.1M
2
RCM
2
Rivernorth Capital Management
Florida
$8.7M
3
RVPG
3
Relative Value Partners Group
$36.3M
4
1CP
4
1607 Capital Partners
Virginia
$11.3M
5
Bank of America
5
Bank of America
North Carolina
$5.94M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$36.3M 4,256,525 -122,557 -3%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M 3,158,420 +5,513 +0.2%
SIA
3
Sit Investment Associates
Minnesota
$15.5M 1,819,294 +439,798 +32%
Wells Fargo
4
Wells Fargo
California
$13.7M 1,608,216 +800,656 +99%
SCM
5
Saba Capital Management
New York
$12.1M 1,418,970 -1,519,231 -52%
1CP
6
1607 Capital Partners
Virginia
$11.3M 1,323,822 -65,000 -5%
RCM
7
Rivernorth Capital Management
Florida
$8.7M 1,021,354 -142,082 -12%
Bank of America
8
Bank of America
North Carolina
$5.94M 696,911 -52,576 -7%
Invesco
9
Invesco
Georgia
$5.78M 678,330 -17,362 -2%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$4.6M 539,602 -2,550 -0.5%
KLI
11
Kelman-Lazarov Inc
Tennessee
$2.34M 275,183 +15,276 +6%
Citigroup
12
Citigroup
New York
$2.13M 249,784 +7,968 +3%
LCM
13
Landscape Capital Management
New Jersey
$2.1M 246,651 -15,405 -6%
Stifel Financial
14
Stifel Financial
Missouri
$1.75M 205,883 +6,641 +3%
PVWM
15
Point View Wealth Management
New Jersey
$1.38M 161,601 -12,191 -7%
LCM
16
Laurion Capital Management
New York
$1.36M 159,127 +127,330 +400%
RJA
17
Raymond James & Associates
Florida
$1.14M 133,812 -11,257 -8%
UBS Group
18
UBS Group
Switzerland
$1.1M 128,584 +4,577 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.09M 127,951 -3,871 -3%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.03M 121,078 +96,003 +383%
WS
21
Wedbush Securities
California
$622K 73,013 +14,176 +24%
SIA
22
Starfire Investment Advisers
Michigan
$586K 68,800 +500 +0.7%
PCM
23
Pointe Capital Management
Michigan
$586K 68,800 +68,800 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$578K 67,864 +22,224 +49%
GHAM
25
Gilman Hill Asset Management
Connecticut
$483K 56,700 +9,000 +19%
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