MCR

MFS Charter Income Trust

67 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.2M 4,155,034 +8,707 +0.2%
RVPG
2
Relative Value Partners Group
$16.3M 2,195,806 -41,204 -2%
1CP
3
1607 Capital Partners
Virginia
$8.07M 1,039,423 -24,478 -2%
SIA
4
Sit Investment Associates
Minnesota
$7.28M 938,680 -127,969 -12%
Wells Fargo
5
Wells Fargo
California
$4.86M 626,061 -164,410 -21%
Invesco
6
Invesco
Georgia
$4.77M 614,440 +11,362 +2%
RCM
7
Rivernorth Capital Management
Florida
$4.7M 605,376 -25,928 -4%
PPA
8
Parametric Portfolio Associates
Washington
$4.04M 520,875 +4,511 +0.9%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.31M 426,484 -2,470 -0.6%
Bank of America
10
Bank of America
North Carolina
$2.97M 382,625 -23,407 -6%
BlackRock
11
BlackRock
New York
$2.84M 365,637
Stifel Financial
12
Stifel Financial
Missouri
$1.57M 202,357 +10,229 +5%
KLI
13
Kelman-Lazarov Inc
Tennessee
$1.5M 193,853 -120,287 -38%
PVWM
14
Point View Wealth Management
New Jersey
$1.09M 140,897 -2,024 -1%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.08M 138,562 +4,317 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$994K 128,321 -2,663 -2%
UBS Group
17
UBS Group
Switzerland
$851K 109,655 +5,178 +5%
LCM
18
Landscape Capital Management
New Jersey
$848K 109,322 +28,628 +35%
WAM
19
Wolverine Asset Management
Illinois
$800K 103,206 +100,502 +3,717%
LCM
20
Laurion Capital Management
New York
$662K 85,337 -305,913 -78%
CRC
21
Curi RMB Capital
Illinois
$522K 67,280 -15,658 -19%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$450K 57,960 -11,054 -16%
RJA
23
Raymond James & Associates
Florida
$450K 58,044 +1,272 +2%
LPL Financial
24
LPL Financial
California
$445K 57,377 +27,265 +91%
GHAM
25
Gilman Hill Asset Management
Connecticut
$381K 49,075