MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

69 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.1M
2
SFS
2
Shaker Financial Services
Virginia
$1.46M
3
1CP
3
1607 Capital Partners
Virginia
$11.8M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.8M 3,259,666 -718,628 -18%
RVPG
2
Relative Value Partners Group
$14.4M 1,827,223 -46,544 -2%
SIA
3
Sit Investment Associates
Minnesota
$12.1M 1,528,898 +570,978 +60%
1CP
4
1607 Capital Partners
Virginia
$11.8M 1,493,359 +98,136 +7%
Invesco
5
Invesco
Georgia
$4.87M 616,792 +21,402 +4%
PPA
6
Parametric Portfolio Associates
Washington
$3.94M 498,077 +33,683 +7%
Wells Fargo
7
Wells Fargo
California
$3.58M 452,727 -516,675 -53%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.17M 401,419 -6,405 -2%
BlackRock
9
BlackRock
New York
$2.89M 365,637 – –
Bank of America
10
Bank of America
North Carolina
$2.8M 354,616 -2,288 -0.6%
LCM
11
Landscape Capital Management
New Jersey
$1.7M 214,761 +16,369 +8%
SFS
12
Shaker Financial Services
Virginia
$1.46M 185,348 +185,348 New
UBS Group
13
UBS Group
Switzerland
$1.18M 148,931 +28,311 +23%
Stifel Financial
14
Stifel Financial
Missouri
$1.13M 142,106 -34,490 -20%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.1M 138,762 +53,597 +63%
PVWM
16
Point View Wealth Management
New Jersey
$1.07M 135,654 -676 -0.5%
9WM
17
9258 Wealth Management
Ohio
$999K 126,426 -1,527 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$993K 125,967 -1,896 -1%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$973K 123,112 +2,908 +2%
WAM
20
Wolverine Asset Management
Illinois
$947K 119,913 -92,677 -44%
LPL Financial
21
LPL Financial
California
$611K 77,372 +12,475 +19%
RJA
22
Raymond James & Associates
Florida
$570K 72,135 +974 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$506K 64,005 -6,930 -10%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$442K 55,911 +26,065 +87%
GC
25
Guggenheim Capital
Illinois
$371K 47,017 +19,335 +70%
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