MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $118M invested in MFS Charter Income Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVWM
1
Point View Wealth Management
New Jersey
$1.19M
2
CF
2
Centaurus Financial
California
$447K
3
PPA
3
Parametric Portfolio Associates
Washington
$4.15M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$226K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.01M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$18.8M
2
LCM
2
Laurion Capital Management
New York
$264K
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$3.52M
4
RCM
4
Rivernorth Capital Management
Florida
$6.03M
5
SCM
5
Saba Capital Management
New York
$813K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.9M 4,052,100 +5,998 +0.1%
RVPG
2
Relative Value Partners Group
$18.8M 2,309,796 -190,894 -8%
SIA
3
Sit Investment Associates
Minnesota
$9.42M 1,160,449 +17,301 +2%
Wells Fargo
4
Wells Fargo
California
$9.26M 1,139,699 -2,102 -0.2%
1CP
5
1607 Capital Partners
Virginia
$9.21M 1,134,201 -2,600 -0.2%
RCM
6
Rivernorth Capital Management
Florida
$6.03M 743,051 -41,753 -5%
Invesco
7
Invesco
Georgia
$5.29M 651,363 -17,102 -3%
Bank of America
8
Bank of America
North Carolina
$4.53M 558,001 -4,898 -0.9%
PPA
9
Parametric Portfolio Associates
Washington
$4.15M 510,834 +46,917 +10%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$3.52M 433,234 -87,368 -17%
KLI
11
Kelman-Lazarov Inc
Tennessee
$2.92M 359,229 -8,251 -2%
Stifel Financial
12
Stifel Financial
Missouri
$1.21M 148,834 +14,112 +10%
PVWM
13
Point View Wealth Management
New Jersey
$1.19M 146,546 +146,546 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.06M 131,484 -11,996 -8%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.01M 124,487 +20,876 +20%
UBS Group
16
UBS Group
Switzerland
$823K 101,320 -8,029 -7%
SCM
17
Saba Capital Management
New York
$813K 100,092 -26,394 -21%
LCM
18
Landscape Capital Management
New Jersey
$525K 64,682 -4,120 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$523K 64,351 -7,246 -10%
AG
20
Advisor Group
Arizona
$457K 56,171 -2,031 -3%
GHAM
21
Gilman Hill Asset Management
Connecticut
$448K 55,200 – –
CF
22
Centaurus Financial
California
$447K 55,091 +55,091 New
RJA
23
Raymond James & Associates
Florida
$389K 47,902 -8,842 -16%
SWM
24
SeaCrest Wealth Management
New York
$361K 44,406 +12,517 +39%
BCA
25
Benchmark Capital Advisors
New York
$289K 35,650 -5,500 -13%
1
2 3