MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

73 hedge funds and large institutions have $80M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
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
$2.73M
3
Wells Fargo
3
Wells Fargo
California
$2.48M
4
Walleye Capital
4
Walleye Capital
New York
$204K
5
Bank of America
5
Bank of America
North Carolina
$1.4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.4M
2
Invesco
2
Invesco
Georgia
$2.74M
3
RVPG
3
Relative Value Partners Group
$0
4
SFS
4
Shaker Financial Services
Virginia
$349K
5
RJA
5
Raymond James & Associates
Florida
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.6M 7,910,049 +247,999 +3%
SIA
2
Sit Investment Associates
Minnesota
$6.4M 1,041,159 -100,985 -9%
Invesco
3
Invesco
Georgia
$2.74M 444,860 -99,985 -18%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.73M 444,162 +99,900 +29%
Wells Fargo
5
Wells Fargo
California
$2.48M 403,027 +46,396 +13%
UBS Group
6
UBS Group
Switzerland
$1.82M 295,921 -1,298 -0.4%
LPL Financial
7
LPL Financial
California
$1.72M 279,604 +20,196 +8%
Bank of America
8
Bank of America
North Carolina
$1.4M 228,227 +28,272 +14%
NA
9
NewEdge Advisors
Louisiana
$953K 154,975 -3,200 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$927K 150,871 -1,450 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$798K 129,726 +2,412 +2%
Stifel Financial
12
Stifel Financial
Missouri
$734K 119,274 +296 +0.2%
CA
13
CoreCap Advisors
Michigan
$712K 115,710 – –
KAS
14
Kestra Advisory Services
Texas
$576K 93,726 +4,776 +5%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$546K 88,797 – –
CF
16
Centaurus Financial
California
$490K 79,737 -4,612 -5%
SFPG
17
Stonebridge Financial Planning Group
Florida
$458K 74,493 +113 +0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$417K 67,872 -766 -1%
SFS
19
Shaker Financial Services
Virginia
$349K 56,710 -61,263 -52%
Osaic Holdings
20
Osaic Holdings
Arizona
$328K 53,277 +6,450 +14%
RJA
21
Raymond James & Associates
Florida
$324K 52,642 -59,049 -53%
FAG
22
Fortitude Advisory Group
Washington
$292K 47,538 +1,277 +3%
9WM
23
9258 Wealth Management
Ohio
$292K 47,477 -14,806 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$271K 43,994 +2,541 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$244K 39,681 +1,378 +4%
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