MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.81M
2
Bank of America
2
Bank of America
North Carolina
$2.93M
3
Wells Fargo
3
Wells Fargo
California
$4.1M
4
SIA
4
Sit Investment Associates
Minnesota
$13.1M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.15M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$4.47M
2
RVPG
2
Relative Value Partners Group
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$98K
4
Morgan Stanley
4
Morgan Stanley
New York
$24.7M
5
GHAM
5
Gilman Hill Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.7M 3,335,579 -138,082 -4%
SIA
2
Sit Investment Associates
Minnesota
$13.1M 1,766,292 +231,782 +15%
PPA
3
Parametric Portfolio Associates
Washington
$5.58M 753,571 +38,871 +5%
Invesco
4
Invesco
Georgia
$5.46M 737,564 +62,077 +9%
1CP
5
1607 Capital Partners
Virginia
$4.47M 603,621 -654,481 -52%
Wells Fargo
6
Wells Fargo
California
$4.1M 554,495 +234,945 +74%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.15M 425,372 +100,300 +31%
Bank of America
8
Bank of America
North Carolina
$2.93M 396,115 +241,921 +157%
SCM
9
Saba Capital Management
New York
$1.81M 245,185 +245,185 New
RVPG
10
Relative Value Partners Group
$1.63M 220,718 -369,683 -63%
UBS Group
11
UBS Group
Switzerland
$1.44M 194,456 +13,221 +7%
LPL Financial
12
LPL Financial
California
$1.09M 147,859 +17,321 +13%
Stifel Financial
13
Stifel Financial
Missouri
$1.02M 138,050 -4,441 -3%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$904K 122,168 -8,692 -7%
HighTower Advisors
15
HighTower Advisors
Illinois
$874K 117,966 -11,070 -9%
RJA
16
Raymond James & Associates
Florida
$822K 111,097 +42,308 +62%
PVWM
17
Point View Wealth Management
New Jersey
$767K 103,712 -8,982 -8%
9WM
18
9258 Wealth Management
Ohio
$766K 100,005 -16,707 -14%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$734K 99,203 +253 +0.3%
SFPG
20
Stonebridge Financial Planning Group
Florida
$684K 90,285 -2,838 -3%
CF
21
Centaurus Financial
California
$640K 86,457 -25,506 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$548K 74,255 +74,255 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$381K 51,506 -10,968 -18%
GC
24
Guggenheim Capital
Illinois
$351K 47,510 -1,619 -3%
DAS
25
Dynamic Advisor Solutions
Arizona
$312K 42,184 -2,236 -5%
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