MCR

MFS Charter Income Trust

64 hedge funds and large institutions have $109M invested in MFS Charter Income Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.3M 3,899,504 +211,416 +6%
PPA
2
Parametric Portfolio Associates
Washington
$24.3M 2,842,409 +2,113,243 +290%
SIA
3
Sit Investment Associates
Minnesota
$21.3M 2,490,442 -111,360 -4%
Wells Fargo
4
Wells Fargo
California
$3.91M 458,306 -121,946 -21%
Invesco
5
Invesco
Georgia
$3.84M 449,092 -69,241 -13%
Bank of America
6
Bank of America
North Carolina
$3.77M 441,653 +5,238 +1%
UBS Group
7
UBS Group
Switzerland
$2.2M 257,453 +20,060 +8%
CF
8
Centaurus Financial
California
$1.88M 220,403 +8,375 +4%
LPL Financial
9
LPL Financial
California
$1.5M 175,657 +13,669 +8%
Stifel Financial
10
Stifel Financial
Missouri
$1.35M 158,556 -9,774 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.15M 134,243 +2,000 +2%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$980K 114,745 +5,224 +5%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$816K 95,537 +95,537 New
SFPG
14
Stonebridge Financial Planning Group
Florida
$758K 88,916 -1,839 -2%
9WM
15
9258 Wealth Management
Ohio
$664K 77,752 -1,980 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$633K 74,097 -676 -0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$548K 64,221 +1,656 +3%
KAS
18
Kestra Advisory Services
Texas
$528K 61,838 +2,460 +4%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$467K 54,675 +14,375 +36%
RJA
20
Raymond James & Associates
Florida
$439K 51,447 -974 -2%
IAIM
21
International Assets Investment Management
Florida
$402K 46,555 +28,755 +162%
WW
22
Waterfront Wealth
Kansas
$384K 45,176 +45,176 New
SPIA
23
Steward Partners Investment Advisory
New York
$379K 44,430 +44,430 New
DAS
24
Dynamic Advisor Solutions
Arizona
$374K 43,756 -37,796 -46%
BFS
25
Bard Financial Services
Connecticut
$325K 38,000