MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $90.4M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24.4M
2
Wells Fargo
2
Wells Fargo
California
$6.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
BlackRock
4
BlackRock
New York
$829K
5
CF
5
Centaurus Financial
California
$1.33M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
RVPG
4
Relative Value Partners Group
$0
5
Invesco
5
Invesco
Georgia
$4.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.1M 3,539,391 +203,812 +6%
SIA
2
Sit Investment Associates
Minnesota
$24.4M 3,071,170 +1,304,878 +74%
Wells Fargo
3
Wells Fargo
California
$6.4M 804,602 +250,107 +45%
PPA
4
Parametric Portfolio Associates
Washington
$5.87M 738,798 -14,773 -2%
Invesco
5
Invesco
Georgia
$4.69M 589,365 -148,199 -20%
Bank of America
6
Bank of America
North Carolina
$3.61M 453,401 +57,286 +14%
UBS Group
7
UBS Group
Switzerland
$1.64M 206,554 +12,098 +6%
CF
8
Centaurus Financial
California
$1.33M 167,732 +81,275 +94%
Stifel Financial
9
Stifel Financial
Missouri
$1.19M 149,366 +11,316 +8%
LPL Financial
10
LPL Financial
California
$1.17M 147,608 -251 -0.2%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.04M 130,634 +12,668 +11%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$860K 108,135 -14,033 -11%
BlackRock
13
BlackRock
New York
$829K 104,281 +104,281 New
PVWM
14
Point View Wealth Management
New Jersey
$804K 101,107 -2,605 -3%
9WM
15
9258 Wealth Management
Ohio
$793K 99,768 -237 -0.2%
RJA
16
Raymond James & Associates
Florida
$737K 92,704 -18,393 -17%
SFPG
17
Stonebridge Financial Planning Group
Florida
$731K 90,437 +152 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$612K 76,766 +2,511 +3%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$594K 74,703 -24,500 -25%
SFS
20
Shaker Financial Services
Virginia
$513K 64,470 +51,171 +385%
DAS
21
Dynamic Advisor Solutions
Arizona
$511K 64,339 +22,155 +53%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$485K 61,024 +9,518 +18%
GC
23
Guggenheim Capital
Illinois
$349K 43,901 -3,609 -8%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$336K 42,281 +9,286 +28%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$263K 33,115 -1,932 -6%
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