MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

63 hedge funds and large institutions have $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.4M
2
NA
2
NewEdge Advisors
Louisiana
$1.03M
3
PPA
3
Parametric Portfolio Associates
Washington
$25.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$571K
5
Bank of America
5
Bank of America
North Carolina
$4.79M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.98M
2
Invesco
2
Invesco
Georgia
$4.01M
3
Truist Financial
3
Truist Financial
North Carolina
$1.69M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.69M
5
SFS
5
Shaker Financial Services
Virginia
$122K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.4M 4,628,559 +294,772 +7%
PPA
2
Parametric Portfolio Associates
Washington
$25.8M 3,024,040 +39,719 +1%
Bank of America
3
Bank of America
North Carolina
$4.79M 562,268 +13,015 +2%
Invesco
4
Invesco
Georgia
$4.01M 470,505 -19,845 -4%
Wells Fargo
5
Wells Fargo
California
$2.85M 334,769 +9,113 +3%
UBS Group
6
UBS Group
Switzerland
$2.48M 290,743 +510 +0.2%
SIA
7
Sit Investment Associates
Minnesota
$1.98M 232,028 -573,251 -71%
LPL Financial
8
LPL Financial
California
$1.79M 210,016 +2,936 +1%
CF
9
Centaurus Financial
California
$1.77M 207,423 -6,988 -3%
Truist Financial
10
Truist Financial
North Carolina
$1.69M 198,427 -17,371 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.69M 198,427 -17,371 -8%
Stifel Financial
12
Stifel Financial
Missouri
$1.15M 135,407 -1,978 -1%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.15M 134,571 +433 +0.3%
NA
14
NewEdge Advisors
Louisiana
$1.03M 120,383 +120,383 New
CA
15
CoreCap Advisors
Michigan
$1.02M 119,260 +119,260 New
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$797K 93,512 -2,025 -2%
KAS
17
Kestra Advisory Services
Texas
$746K 87,525 +5,899 +7%
SFPG
18
Stonebridge Financial Planning Group
Florida
$631K 79,611 -3,180 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$619K 72,704 -934 -1%
WS
20
Wedbush Securities
California
$596K 69,970 +5,322 +8%
9WM
21
9258 Wealth Management
Ohio
$580K 68,016 -1,731 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$571K 67,018 +17,676 +36%
Osaic Holdings
23
Osaic Holdings
Arizona
$495K 58,143 +1,607 +3%
RJA
24
Raymond James & Associates
Florida
$398K 46,740 -2,744 -6%
FAG
25
Fortitude Advisory Group
Washington
$371K 43,525 +43,525 New
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