MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $95.9M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCIM
1
Chapwood Capital Investment Management
Texas
$1.63M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.74M
3
SFPG
3
Stonebridge Financial Planning Group
Florida
$784K
4
SFS
4
Shaker Financial Services
Virginia
$1.97M
5
PPA
5
Parametric Portfolio Associates
Washington
$6.02M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$4.97M
2
1CP
2
1607 Capital Partners
Virginia
$10.6M
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
LCM
4
Landscape Capital Management
New Jersey
$99K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 3,473,661 +7,770 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$12.9M 1,534,510 +27,047 +2%
1CP
3
1607 Capital Partners
Virginia
$10.6M 1,258,102 -309,857 -20%
PPA
4
Parametric Portfolio Associates
Washington
$6.02M 714,700 +35,543 +5%
Invesco
5
Invesco
Georgia
$5.69M 675,487 +2,776 +0.4%
RVPG
6
Relative Value Partners Group
$4.97M 590,401 -376,819 -39%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.74M 325,072 +161,285 +98%
Wells Fargo
8
Wells Fargo
California
$2.69M 319,550 -3,791 -1%
SFS
9
Shaker Financial Services
Virginia
$1.97M 233,439 +71,637 +44%
CCIM
10
Chapwood Capital Investment Management
Texas
$1.63M 194,099 +194,099 New
UBS Group
11
UBS Group
Switzerland
$1.53M 181,235 +7,033 +4%
Bank of America
12
Bank of America
North Carolina
$1.3M 154,194 -196,749 -56%
Stifel Financial
13
Stifel Financial
Missouri
$1.2M 142,491 +7,005 +5%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.1M 130,860 -4,733 -3%
LPL Financial
15
LPL Financial
California
$1.1M 130,538 +10,750 +9%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.09M 129,036 +2,000 +2%
9WM
17
9258 Wealth Management
Ohio
$983K 116,712 -841 -0.7%
PVWM
18
Point View Wealth Management
New Jersey
$949K 112,694 -954 -0.8%
CF
19
Centaurus Financial
California
$943K 111,963 -4,417 -4%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$833K 98,950 +13,714 +16%
SFPG
21
Stonebridge Financial Planning Group
Florida
$784K 93,123 +93,123 New
RJA
22
Raymond James & Associates
Florida
$579K 68,789 +1,284 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$526K 62,474 +5,574 +10%
GC
24
Guggenheim Capital
Illinois
$414K 49,129 -372 -0.8%
DAS
25
Dynamic Advisor Solutions
Arizona
$374K 44,420 +4,656 +12%
1
2 3