MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

68 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.8M
2
UBS Group
2
UBS Group
Switzerland
$1.77M
3
Wells Fargo
3
Wells Fargo
California
$2.12M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.05M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$281K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
CF
3
Centaurus Financial
California
$502K
4
Morgan Stanley
4
Morgan Stanley
New York
$45.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 7,662,050 -55,154 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$6.8M 1,142,144 +735,644 +181%
Invesco
3
Invesco
Georgia
$3.24M 544,845 +1,708 +0.3%
Wells Fargo
4
Wells Fargo
California
$2.12M 356,631 +36,254 +11%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.05M 344,262 +35,151 +11%
UBS Group
6
UBS Group
Switzerland
$1.77M 297,219 +175,818 +145%
LPL Financial
7
LPL Financial
California
$1.54M 259,408 +1,420 +0.6%
Bank of America
8
Bank of America
North Carolina
$1.19M 199,955 -243,866 -55%
NA
9
NewEdge Advisors
Louisiana
$941K 158,175 +4,799 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$906K 152,321 -891 -0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$756K 127,314 +13 +0%
Stifel Financial
12
Stifel Financial
Missouri
$708K 118,978 -1,125 -0.9%
SFS
13
Shaker Financial Services
Virginia
$702K 117,973 +4,024 +4%
CA
14
CoreCap Advisors
Michigan
$688K 115,710 -325 -0.3%
RJA
15
Raymond James & Associates
Florida
$665K 111,691 +1,623 +1%
KAS
16
Kestra Advisory Services
Texas
$529K 88,950 -4,465 -5%
PGFC
17
Peapack-Gladstone Financial Corp
New Jersey
$528K 88,797 -4,715 -5%
CF
18
Centaurus Financial
California
$502K 84,349 -86,521 -51%
SFPG
19
Stonebridge Financial Planning Group
Florida
$443K 74,380 -3,395 -4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$408K 68,638 -3,019 -4%
RVPG
21
Relative Value Partners Group
$402K 67,616 -21,297 -24%
9WM
22
9258 Wealth Management
Ohio
$371K 62,283 -1,698 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$281K 47,149 +33,276 +240%
AWG
24
Altus Wealth Group
Colorado
$280K 32,530 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$279K 46,827 +5,348 +13%
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