MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $89M invested in MFS Charter Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$25.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
KAS
3
Kestra Advisory Services
Texas
$471K
4
CF
4
Centaurus Financial
California
$1.68M
5
PMFA
5
Plante Moran Financial Advisors
Michigan
$203K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.45M
2
BlackRock
2
BlackRock
New York
$0
3
Invesco
3
Invesco
Georgia
$4.08M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$244K
5
RJA
5
Raymond James & Associates
Florida
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.1M 3,630,660 +91,269 +3%
SIA
2
Sit Investment Associates
Minnesota
$25.4M 3,166,522 +95,352 +3%
PPA
3
Parametric Portfolio Associates
Washington
$5.7M 711,414 -27,384 -4%
Wells Fargo
4
Wells Fargo
California
$4.45M 556,024 -248,578 -31%
Invesco
5
Invesco
Georgia
$4.08M 508,972 -80,393 -14%
Bank of America
6
Bank of America
North Carolina
$3.46M 432,295 -21,106 -5%
UBS Group
7
UBS Group
Switzerland
$1.8M 224,010 +17,456 +8%
CF
8
Centaurus Financial
California
$1.68M 210,028 +42,296 +25%
LPL Financial
9
LPL Financial
California
$1.19M 147,883 +275 +0.2%
Stifel Financial
10
Stifel Financial
Missouri
$1.06M 131,852 -17,514 -12%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.05M 130,634 – –
BFEC
12
Benjamin F. Edwards & Company
Missouri
$896K 111,801 +3,666 +3%
PVWM
13
Point View Wealth Management
New Jersey
$810K 101,107 – –
SFPG
14
Stonebridge Financial Planning Group
Florida
$745K 90,594 +157 +0.2%
9WM
15
9258 Wealth Management
Ohio
$682K 83,627 -16,141 -16%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$614K 76,673 +15,649 +26%
SFS
17
Shaker Financial Services
Virginia
$551K 68,834 +4,364 +7%
DAS
18
Dynamic Advisor Solutions
Arizona
$549K 68,549 +4,210 +7%
RJA
19
Raymond James & Associates
Florida
$512K 63,907 -28,797 -31%
Osaic Holdings
20
Osaic Holdings
Arizona
$486K 60,708 -16,058 -21%
KAS
21
Kestra Advisory Services
Texas
$471K 58,822 +58,822 New
GC
22
Guggenheim Capital
Illinois
$345K 43,048 -853 -2%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$339K 42,281 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$272K 33,995 +880 +3%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$244K 28,800 -45,903 -61%
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