MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $78.2M invested in MFS Charter Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.95M
3
SIA
3
Sit Investment Associates
Minnesota
$2.56M
4
Invesco
4
Invesco
Georgia
$3.42M
5
RVPG
5
Relative Value Partners Group
$607K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$765K
2
Bank of America
2
Bank of America
North Carolina
$2.8M
3
WS
3
Wedbush Securities
California
$158K
4
CF
4
Centaurus Financial
California
$1.08M
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.6M 7,717,204 +2,847,762 +58%
Invesco
2
Invesco
Georgia
$3.42M 543,137 +100,517 +23%
Bank of America
3
Bank of America
North Carolina
$2.8M 443,821 -133,725 -23%
SIA
4
Sit Investment Associates
Minnesota
$2.56M 406,500 +199,754 +97%
Wells Fargo
5
Wells Fargo
California
$2.02M 320,377 -9,040 -3%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.95M 309,111 +263,611 +579%
LPL Financial
7
LPL Financial
California
$1.63M 257,988 +25,204 +11%
CF
8
Centaurus Financial
California
$1.08M 170,870 -21,844 -11%
NA
9
NewEdge Advisors
Louisiana
$966K 153,376 +11,288 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$965K 153,212 +1,888 +1%
WAM
11
Wolverine Asset Management
Illinois
$816K 129,603 +60,674 +88%
HighTower Advisors
12
HighTower Advisors
Illinois
$802K 127,301 -6,187 -5%
UBS Group
13
UBS Group
Switzerland
$765K 121,401 -179,006 -60%
Stifel Financial
14
Stifel Financial
Missouri
$757K 120,103 -12,237 -9%
CA
15
CoreCap Advisors
Michigan
$731K 116,035 -2,100 -2%
SFS
16
Shaker Financial Services
Virginia
$718K 113,949 +40,227 +55%
RJA
17
Raymond James & Associates
Florida
$693K 110,068 +24,011 +28%
RVPG
18
Relative Value Partners Group
$607K 88,913 +88,913 New
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$589K 93,512 – –
KAS
20
Kestra Advisory Services
Texas
$589K 93,415 +5,545 +6%
SFPG
21
Stonebridge Financial Planning Group
Florida
$490K 77,775 +79 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$451K 71,657 -1,502 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$431K 68,353 +46,724 +216%
9WM
24
9258 Wealth Management
Ohio
$403K 63,981 -4,422 -6%
FAG
25
Fortitude Advisory Group
Washington
$282K 44,781 +1,227 +3%
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