MCR

MFS Charter Income Trust

63 hedge funds and large institutions have $114M invested in MFS Charter Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.7M 4,083,712 +184,208 +5%
PPA
2
Parametric Portfolio Associates
Washington
$25.2M 2,878,593 +36,184 +1%
SIA
3
Sit Investment Associates
Minnesota
$13.3M 1,526,398 -964,044 -39%
TAF
4
Tredje AP-fonden
Sweden
$5.22M 7,236 +7,236 New
Invesco
5
Invesco
Georgia
$4.43M 506,950 +57,858 +13%
Bank of America
6
Bank of America
North Carolina
$4.16M 475,427 +33,774 +8%
Wells Fargo
7
Wells Fargo
California
$2.92M 333,861 -124,445 -27%
UBS Group
8
UBS Group
Switzerland
$2.39M 273,175 +15,722 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.27M 259,543 +259,543 New
Truist Financial
10
Truist Financial
North Carolina
$2.26M 258,494 +258,494 New
CF
11
Centaurus Financial
California
$1.89M 216,464 -3,939 -2%
LPL Financial
12
LPL Financial
California
$1.61M 184,243 +8,586 +5%
Stifel Financial
13
Stifel Financial
Missouri
$1.36M 155,549 -3,007 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.17M 133,599 -644 -0.5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.06M 121,042 +6,297 +5%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$835K 95,537
SFPG
17
Stonebridge Financial Planning Group
Florida
$743K 84,073 -4,843 -5%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$737K 84,379 +29,704 +54%
KAS
19
Kestra Advisory Services
Texas
$673K 77,049 +15,211 +25%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$648K 74,110 +13 +0%
9WM
21
9258 Wealth Management
Ohio
$628K 71,838 -5,914 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$501K 57,294 -6,927 -11%
RJA
23
Raymond James & Associates
Florida
$448K 51,258 -189 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$426K 48,773 +10,903 +29%
BFS
25
Bard Financial Services
Connecticut
$332K 38,000