MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

66 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$25.7M
3
Bank of America
3
Bank of America
North Carolina
$4.72M
4
WS
4
Wedbush Securities
California
$556K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$994K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.93M
2
TAF
2
Tredje AP-fonden
Sweden
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$19K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.86M
5
Truist Financial
5
Truist Financial
North Carolina
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.3M 4,333,787 +250,075 +6%
PPA
2
Parametric Portfolio Associates
Washington
$25.7M 2,984,321 +105,728 +4%
SIA
3
Sit Investment Associates
Minnesota
$6.93M 805,279 -721,119 -47%
Bank of America
4
Bank of America
North Carolina
$4.72M 549,253 +73,826 +16%
Invesco
5
Invesco
Georgia
$4.22M 490,350 -16,600 -3%
Wells Fargo
6
Wells Fargo
California
$2.8M 325,656 -8,205 -2%
UBS Group
7
UBS Group
Switzerland
$2.5M 290,233 +17,058 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.86M 215,798 -43,745 -17%
Truist Financial
9
Truist Financial
North Carolina
$1.86M 215,798 -42,696 -17%
CF
10
Centaurus Financial
California
$1.84M 214,411 -2,053 -0.9%
LPL Financial
11
LPL Financial
California
$1.78M 207,080 +22,837 +12%
Stifel Financial
12
Stifel Financial
Missouri
$1.18M 137,385 -18,164 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.16M 134,138 +539 +0.4%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$994K 115,579 +31,200 +37%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$822K 95,537 – –
SFPG
16
Stonebridge Financial Planning Group
Florida
$716K 82,791 -1,282 -2%
KAS
17
Kestra Advisory Services
Texas
$702K 81,626 +4,577 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$633K 73,638 -472 -0.6%
9WM
19
9258 Wealth Management
Ohio
$600K 69,747 -2,091 -3%
WS
20
Wedbush Securities
California
$556K 64,648 +46,532 +257%
Osaic Holdings
21
Osaic Holdings
Arizona
$486K 56,536 -758 -1%
RJA
22
Raymond James & Associates
Florida
$426K 49,484 -1,774 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$424K 49,342 +569 +1%
BFS
24
Bard Financial Services
Connecticut
$327K 38,000 – –
AWG
25
Altus Wealth Group
Colorado
$280K 32,530 – –
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