MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

57 hedge funds and large institutions have $149M invested in MFS Charter Income Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
Invesco
3
Invesco
Georgia
$6.73M
4
SFS
4
Shaker Financial Services
Virginia
$1.66M
5
CRC
5
Curi RMB Capital
Illinois
$422K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$29.8M
2
SCM
2
Saba Capital Management
New York
$811K
3
LCM
3
Laurion Capital Management
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$12.8M
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34M 3,934,281 +204,798 +5%
RVPG
2
Relative Value Partners Group
$29.8M 3,446,653 -688,449 -17%
SIA
3
Sit Investment Associates
Minnesota
$15.6M 1,806,467 -18,346 -1%
Wells Fargo
4
Wells Fargo
California
$12.8M 1,481,150 -71,762 -5%
1CP
5
1607 Capital Partners
Virginia
$11M 1,277,454 -51,468 -4%
RCM
6
Rivernorth Capital Management
Florida
$7.01M 811,837 -6,114 -0.7%
Invesco
7
Invesco
Georgia
$6.73M 778,595 +70,946 +10%
Bank of America
8
Bank of America
North Carolina
$5.93M 686,120 +37,537 +6%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$4.63M 535,572 -850 -0.2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$2.88M 333,652 +3,675 +1%
PPA
11
Parametric Portfolio Associates
Washington
$2.22M 256,595 +256,595 New
Stifel Financial
12
Stifel Financial
Missouri
$1.82M 210,663 +48,247 +30%
Citigroup
13
Citigroup
New York
$1.67M 192,907 -5,524 -3%
SFS
14
Shaker Financial Services
Virginia
$1.66M 191,849 +59,491 +45%
PVWM
15
Point View Wealth Management
New Jersey
$1.46M 168,772 -157 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.3M 150,780 +23,979 +19%
UBS Group
17
UBS Group
Switzerland
$945K 109,385 -21,570 -16%
RJA
18
Raymond James & Associates
Florida
$932K 107,884 +14,262 +15%
WS
19
Wedbush Securities
California
$921K 106,633 +12,615 +13%
SCM
20
Saba Capital Management
New York
$811K 93,815 -580,161 -86%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$590K 68,337 +262 +0.4%
GHAM
22
Gilman Hill Asset Management
Connecticut
$499K 57,700 – –
AG
23
Advisor Group
Arizona
$482K 55,832 +31,976 +134%
BCA
24
Benchmark Capital Advisors
New York
$445K 51,550 -1,300 -2%
CRC
25
Curi RMB Capital
Illinois
$422K 48,812 +48,812 New
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