MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

56 hedge funds and large institutions have $138M invested in MFS Charter Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
14
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$1.93M
2
SFS
2
Shaker Financial Services
Virginia
$2.58M
3
PPA
3
Parametric Portfolio Associates
Washington
$3.01M
4
Wells Fargo
4
Wells Fargo
California
$13.3M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$3.16M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.67M
2
RVPG
2
Relative Value Partners Group
$25.9M
3
Citigroup
3
Citigroup
New York
$315K
4
Bank of America
4
Bank of America
North Carolina
$4.76M
5
1CP
5
1607 Capital Partners
Virginia
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.5M 3,859,233 -75,048 -2%
RVPG
2
Relative Value Partners Group
$25.9M 2,989,152 -457,501 -13%
Wells Fargo
3
Wells Fargo
California
$13.3M 1,530,238 +49,088 +3%
1CP
4
1607 Capital Partners
Virginia
$10.1M 1,160,770 -116,684 -9%
SIA
5
Sit Investment Associates
Minnesota
$9.67M 1,115,158 -691,309 -38%
RCM
6
Rivernorth Capital Management
Florida
$6.83M 785,348 -26,489 -3%
Invesco
7
Invesco
Georgia
$6.49M 748,021 -30,574 -4%
Bank of America
8
Bank of America
North Carolina
$4.76M 548,981 -137,139 -20%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$4.63M 534,397 -1,175 -0.2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$3.16M 364,071 +30,419 +9%
PPA
11
Parametric Portfolio Associates
Washington
$3.01M 347,448 +90,853 +35%
SFS
12
Shaker Financial Services
Virginia
$2.58M 297,142 +105,293 +55%
Stifel Financial
13
Stifel Financial
Missouri
$2.03M 233,181 +22,518 +11%
LCM
14
Laurion Capital Management
New York
$1.93M 222,876 +222,876 New
PVWM
15
Point View Wealth Management
New Jersey
$1.4M 161,444 -7,328 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.28M 147,580 -3,200 -2%
RJA
17
Raymond James & Associates
Florida
$1.18M 136,039 +28,155 +26%
UBS Group
18
UBS Group
Switzerland
$865K 99,811 -9,574 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$634K 73,145 +4,808 +7%
WS
20
Wedbush Securities
California
$509K 58,713 -47,920 -45%
AG
21
Advisor Group
Arizona
$505K 58,232 +2,400 +4%
GHAM
22
Gilman Hill Asset Management
Connecticut
$479K 55,200 -2,500 -4%
LCM
23
Landscape Capital Management
New Jersey
$447K 51,556 +5,840 +13%
SCM
24
Saba Capital Management
New York
$399K 46,000 -47,815 -51%
BCA
25
Benchmark Capital Advisors
New York
$391K 45,150 -6,400 -12%
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