MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $94.7M invested in MFS Charter Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
BFS
2
Bard Financial Services
Connecticut
$333K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.48M
4
AWG
4
Altus Wealth Group
Colorado
$290K
5
Wells Fargo
5
Wells Fargo
California
$5.09M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.8M
2
GC
2
Guggenheim Capital
Illinois
$0
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$250K
4
RJA
4
Raymond James & Associates
Florida
$460K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.3M 3,688,088 +57,428 +2%
SIA
2
Sit Investment Associates
Minnesota
$22.8M 2,601,802 -564,720 -18%
PPA
3
Parametric Portfolio Associates
Washington
$6.4M 729,166 +17,752 +2%
Wells Fargo
4
Wells Fargo
California
$5.09M 580,252 +24,228 +4%
Invesco
5
Invesco
Georgia
$4.55M 518,333 +9,361 +2%
Bank of America
6
Bank of America
North Carolina
$3.83M 436,415 +4,120 +1%
UBS Group
7
UBS Group
Switzerland
$2.08M 237,393 +13,383 +6%
CF
8
Centaurus Financial
California
$1.86M 212,028 +2,000 +1%
Stifel Financial
9
Stifel Financial
Missouri
$1.48M 168,330 +36,478 +28%
LPL Financial
10
LPL Financial
California
$1.42M 161,988 +14,105 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.16M 132,243 +1,609 +1%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$961K 109,521 -2,280 -2%
PVWM
13
Point View Wealth Management
New Jersey
$848K 96,679 -4,428 -4%
SFPG
14
Stonebridge Financial Planning Group
Florida
$796K 90,755 +161 +0.2%
SFS
15
Shaker Financial Services
Virginia
$761K 86,747 +17,913 +26%
DAS
16
Dynamic Advisor Solutions
Arizona
$715K 81,552 +13,003 +19%
9WM
17
9258 Wealth Management
Ohio
$699K 79,732 -3,895 -5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$656K 74,773 -1,900 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$550K 62,565 +1,857 +3%
KAS
20
Kestra Advisory Services
Texas
$515K 59,378 +556 +0.9%
RJA
21
Raymond James & Associates
Florida
$460K 52,421 -11,486 -18%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$353K 40,300 +11,500 +40%
BFS
23
Bard Financial Services
Connecticut
$333K 38,000 +38,000 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$318K 36,340 +2,345 +7%
AWG
25
Altus Wealth Group
Colorado
$290K 33,065 +33,065 New
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