MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$10.2M
2
Wells Fargo
2
Wells Fargo
California
$7.11M
3
WAM
3
Wolverine Asset Management
Illinois
$1.56M
4
CCP
4
Clough Capital Partners
Massachusetts
$749K
5
LCM
5
Landscape Capital Management
New Jersey
$1.45M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$470K
4
LCM
4
Laurion Capital Management
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$3.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 3,978,294 -176,740 -4%
RVPG
2
Relative Value Partners Group
$13.7M 1,873,767 -322,039 -15%
1CP
3
1607 Capital Partners
Virginia
$10.2M 1,395,223 +355,800 +34%
Wells Fargo
4
Wells Fargo
California
$7.11M 969,402 +343,341 +55%
SIA
5
Sit Investment Associates
Minnesota
$7.02M 957,920 +19,240 +2%
RCM
6
Rivernorth Capital Management
Florida
$4.52M 615,676 +10,300 +2%
Invesco
7
Invesco
Georgia
$4.37M 595,390 -19,050 -3%
PPA
8
Parametric Portfolio Associates
Washington
$3.4M 464,394 -56,481 -11%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.99M 407,824 -18,660 -4%
BlackRock
10
BlackRock
New York
$2.68M 365,637 – –
Bank of America
11
Bank of America
North Carolina
$2.62M 356,904 -25,721 -7%
WAM
12
Wolverine Asset Management
Illinois
$1.56M 212,590 +109,384 +106%
LCM
13
Landscape Capital Management
New Jersey
$1.45M 198,392 +89,070 +81%
Stifel Financial
14
Stifel Financial
Missouri
$1.29M 176,596 -25,761 -13%
PVWM
15
Point View Wealth Management
New Jersey
$999K 136,330 -4,567 -3%
9WM
16
9258 Wealth Management
Ohio
$938K 127,953 +127,953 New
HighTower Advisors
17
HighTower Advisors
Illinois
$937K 127,863 -458 -0.4%
UBS Group
18
UBS Group
Switzerland
$884K 120,620 +10,965 +10%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$881K 120,204 +120,204 New
CRC
20
Curi RMB Capital
Illinois
$869K 118,556 +51,276 +76%
CCP
21
Clough Capital Partners
Massachusetts
$749K 102,200 +102,200 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$624K 85,165 -53,397 -39%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$552K 74,330 +44,957 +153%
RJA
24
Raymond James & Associates
Florida
$522K 71,161 +13,117 +23%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$520K 70,935 +12,975 +22%
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