MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $79.3M invested in MFS Charter Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
58
Holders Change
-15
Holders Change %
-20.55%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.04M
3
SIA
3
Sit Investment Associates
Minnesota
$6.72M
4
Wells Fargo
4
Wells Fargo
California
$2.59M
5
WAM
5
Wolverine Asset Management
Illinois
$82K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$130K
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Invesco
3
Invesco
Georgia
$2.61M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.4M 8,013,579 +103,530 +1%
SIA
2
Sit Investment Associates
Minnesota
$6.72M 1,068,811 +27,652 +3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.04M 483,794 +39,632 +9%
Invesco
4
Invesco
Georgia
$2.61M 415,571 -29,289 -7%
Wells Fargo
5
Wells Fargo
California
$2.59M 411,457 +8,430 +2%
LPL Financial
6
LPL Financial
California
$1.77M 281,686 +2,082 +0.7%
UBS Group
7
UBS Group
Switzerland
$1.74M 276,624 -19,297 -7%
Bank of America
8
Bank of America
North Carolina
$1.43M 227,409 -818 -0.4%
NA
9
NewEdge Advisors
Louisiana
$926K 147,675 -7,300 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$817K 129,739 +13 +0%
Stifel Financial
11
Stifel Financial
Missouri
$749K 119,100 -174 -0.1%
KAS
12
Kestra Advisory Services
Texas
$563K 89,564 -4,162 -4%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$559K 88,797 – –
SFPG
14
Stonebridge Financial Planning Group
Florida
$469K 74,612 +119 +0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$406K 64,522 -3,350 -5%
CF
16
Centaurus Financial
California
$390K 62,048 -17,689 -22%
Osaic Holdings
17
Osaic Holdings
Arizona
$329K 52,292 -985 -2%
FAG
18
Fortitude Advisory Group
Washington
$304K 48,317 +779 +2%
RJA
19
Raymond James & Associates
Florida
$283K 44,943 -7,699 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$279K 44,406 +412 +0.9%
9WM
21
9258 Wealth Management
Ohio
$272K 43,310 -4,167 -9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$244K 38,853 -828 -2%
CAN
23
Cetera Advisor Networks
California
$208K 32,999 +3,769 +13%
AWG
24
Altus Wealth Group
Colorado
$195K 30,990 – –
EIP
25
Ellis Investment Partners
Pennsylvania
$171K 27,222 +1,240 +5%
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