MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $99.4M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$982K
2
1CP
2
1607 Capital Partners
Virginia
$13M
3
Invesco
3
Invesco
Georgia
$5.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.2M
5
LPL Financial
5
LPL Financial
California
$925K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
RVPG
2
Relative Value Partners Group
$13.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.59M
4
SFS
4
Shaker Financial Services
Virginia
$402K
5
Wells Fargo
5
Wells Fargo
California
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.2M 3,332,719 +73,053 +2%
RVPG
2
Relative Value Partners Group
$13.2M 1,619,964 -207,259 -11%
1CP
3
1607 Capital Partners
Virginia
$13M 1,590,559 +97,200 +7%
SIA
4
Sit Investment Associates
Minnesota
$12.6M 1,543,179 +14,281 +0.9%
Invesco
5
Invesco
Georgia
$5.64M 691,975 +75,183 +12%
PPA
6
Parametric Portfolio Associates
Washington
$4.19M 513,905 +15,828 +3%
Bank of America
7
Bank of America
North Carolina
$2.93M 359,603 +4,987 +1%
Wells Fargo
8
Wells Fargo
California
$2.86M 350,787 -101,940 -23%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$1.59M 194,562 -206,857 -52%
LCM
10
Landscape Capital Management
New Jersey
$1.35M 165,719 -49,042 -23%
UBS Group
11
UBS Group
Switzerland
$1.18M 144,944 -3,987 -3%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.12M 137,357 -1,405 -1%
Stifel Financial
13
Stifel Financial
Missouri
$1.11M 136,200 -5,906 -4%
PVWM
14
Point View Wealth Management
New Jersey
$1.06M 129,992 -5,662 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.01M 124,128 -1,839 -1%
CF
16
Centaurus Financial
California
$982K 120,469 +119,500 +12,332%
9WM
17
9258 Wealth Management
Ohio
$974K 119,456 -6,970 -6%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$955K 117,226 -5,886 -5%
LPL Financial
19
LPL Financial
California
$925K 113,488 +36,116 +47%
RJA
20
Raymond James & Associates
Florida
$539K 66,173 -5,962 -8%
GC
21
Guggenheim Capital
Illinois
$437K 53,679 +6,662 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$435K 53,352 -10,653 -17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$431K 52,883 -3,028 -5%
SFS
24
Shaker Financial Services
Virginia
$402K 49,285 -136,063 -73%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$383K 46,900 +3,058 +7%
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