MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.9M
2
LCM
2
Laurion Capital Management
New York
$3.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.9M
4
CRC
4
Curi RMB Capital
Illinois
$658K
5
CWM
5
Cornerstone Wealth Management
Missouri
$520K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$3.22M
3
RCM
3
Rivernorth Capital Management
Florida
$5.01M
4
SIA
4
Sit Investment Associates
Minnesota
$8.46M
5
SCM
5
Saba Capital Management
New York
$105K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.9M 4,146,327 +94,227 +2%
RVPG
2
Relative Value Partners Group
$17.7M 2,237,010 -72,786 -3%
SIA
3
Sit Investment Associates
Minnesota
$8.46M 1,066,649 -93,800 -8%
1CP
4
1607 Capital Partners
Virginia
$8.44M 1,063,901 -70,300 -6%
Wells Fargo
5
Wells Fargo
California
$6.27M 790,471 -349,228 -31%
RCM
6
Rivernorth Capital Management
Florida
$5.01M 631,304 -111,747 -15%
Invesco
7
Invesco
Georgia
$4.78M 603,078 -48,285 -7%
PPA
8
Parametric Portfolio Associates
Washington
$4.1M 516,364 +5,530 +1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.4M 428,954 -4,280 -1%
Bank of America
10
Bank of America
North Carolina
$3.22M 406,032 -151,969 -27%
LCM
11
Laurion Capital Management
New York
$3.1M 391,250 +358,679 +1,101%
BlackRock
12
BlackRock
New York
$2.9M 365,637 +365,637 New
KLI
13
Kelman-Lazarov Inc
Tennessee
$2.49M 314,140 -45,089 -13%
Stifel Financial
14
Stifel Financial
Missouri
$1.53M 192,128 +43,294 +29%
PVWM
15
Point View Wealth Management
New Jersey
$1.13M 142,921 -3,625 -2%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.07M 134,245 +9,758 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.04M 130,984 -500 -0.4%
UBS Group
18
UBS Group
Switzerland
$828K 104,477 +3,157 +3%
CRC
19
Curi RMB Capital
Illinois
$658K 82,938 +82,938 New
LCM
20
Landscape Capital Management
New Jersey
$640K 80,694 +16,012 +25%
CF
21
Centaurus Financial
California
$613K 77,281 +22,190 +40%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$547K 69,014 +4,663 +7%
CWM
23
Cornerstone Wealth Management
Missouri
$520K 4,124 +4,124 New
RJA
24
Raymond James & Associates
Florida
$450K 56,772 +8,870 +19%
AG
25
Advisor Group
Arizona
$446K 56,171 – –
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