MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $88.5M invested in MFS Charter Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.11M
3
WAM
3
Wolverine Asset Management
Illinois
$505K
4
SFS
4
Shaker Financial Services
Virginia
$541K
5
CAN
5
Cetera Advisor Networks
California
$337K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$21.7M
4
Invesco
4
Invesco
Georgia
$3.25M
5
SIA
5
Sit Investment Associates
Minnesota
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.7M 4,869,442 +240,883 +5%
PPA
2
Parametric Portfolio Associates
Washington
$21.7M 2,958,493 -65,547 -2%
Bank of America
3
Bank of America
North Carolina
$4.24M 577,546 +15,278 +3%
Invesco
4
Invesco
Georgia
$3.25M 442,620 -27,885 -6%
Wells Fargo
5
Wells Fargo
California
$2.42M 329,417 -5,352 -2%
UBS Group
6
UBS Group
Switzerland
$2.21M 300,407 +9,664 +3%
LPL Financial
7
LPL Financial
California
$1.71M 232,784 +22,768 +11%
SIA
8
Sit Investment Associates
Minnesota
$1.52M 206,746 -25,282 -11%
CF
9
Centaurus Financial
California
$1.42M 192,714 -14,709 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.11M 151,324 +84,306 +126%
NA
11
NewEdge Advisors
Louisiana
$1.04M 142,088 +21,705 +18%
HighTower Advisors
12
HighTower Advisors
Illinois
$980K 133,488 -1,083 -0.8%
Stifel Financial
13
Stifel Financial
Missouri
$971K 132,340 -3,067 -2%
CA
14
CoreCap Advisors
Michigan
$867K 118,135 -1,125 -0.9%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$686K 93,512 – –
KAS
16
Kestra Advisory Services
Texas
$645K 87,870 +345 +0.4%
RJA
17
Raymond James & Associates
Florida
$632K 86,057 +39,317 +84%
SFPG
18
Stonebridge Financial Planning Group
Florida
$570K 77,696 -1,915 -2%
SFS
19
Shaker Financial Services
Virginia
$541K 73,722 +59,422 +416%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$537K 73,159 +455 +0.6%
WAM
21
Wolverine Asset Management
Illinois
$505K 68,929 +68,929 New
9WM
22
9258 Wealth Management
Ohio
$502K 68,403 +387 +0.6%
WS
23
Wedbush Securities
California
$499K 67,999 -1,971 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$433K 58,943 +800 +1%
CAN
25
Cetera Advisor Networks
California
$337K 45,900 +45,900 New
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