MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

60 hedge funds and large institutions have $120M invested in MFS Charter Income Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$3.93M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$879K
4
SCM
4
Saba Capital Management
New York
$1.07M
5
SWM
5
SeaCrest Wealth Management
New York
$270K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$21.2M
2
Wells Fargo
2
Wells Fargo
California
$9.68M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
PVWM
4
Point View Wealth Management
New Jersey
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.3M 4,046,102 +186,869 +5%
RVPG
2
Relative Value Partners Group
$21.2M 2,500,690 -488,462 -16%
SIA
3
Sit Investment Associates
Minnesota
$9.69M 1,143,148 +27,990 +3%
Wells Fargo
4
Wells Fargo
California
$9.68M 1,141,801 -388,437 -25%
1CP
5
1607 Capital Partners
Virginia
$9.64M 1,136,801 -23,969 -2%
RCM
6
Rivernorth Capital Management
Florida
$6.66M 784,804 -544 -0.1%
Invesco
7
Invesco
Georgia
$5.67M 668,465 -79,556 -11%
Bank of America
8
Bank of America
North Carolina
$4.77M 562,899 +13,918 +3%
PPA
9
Parametric Portfolio Associates
Washington
$3.93M 463,917 +116,469 +34%
KLI
10
Kelman-Lazarov Inc
Tennessee
$3.12M 367,480 +3,409 +0.9%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.22M 143,480 -4,100 -3%
Stifel Financial
12
Stifel Financial
Missouri
$1.14M 134,722 -98,459 -42%
LCM
13
Laurion Capital Management
New York
$1.1M 130,043 -92,833 -42%
SCM
14
Saba Capital Management
New York
$1.07M 126,486 +80,486 +175%
UBS Group
15
UBS Group
Switzerland
$927K 109,349 +9,538 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$879K 103,611 +103,611 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$607K 71,597 -1,548 -2%
LCM
18
Landscape Capital Management
New Jersey
$583K 68,802 +17,246 +33%
AG
19
Advisor Group
Arizona
$494K 58,202 -30 -0.1%
RJA
20
Raymond James & Associates
Florida
$481K 56,744 -79,295 -58%
GHAM
21
Gilman Hill Asset Management
Connecticut
$468K 55,200 – –
BCA
22
Benchmark Capital Advisors
New York
$349K 41,150 -4,000 -9%
SWM
23
SeaCrest Wealth Management
New York
$270K 31,889 +31,889 New
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$204K 24,093 -196 -0.8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$197K 23,230 +1,243 +6%
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