MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $142M invested in MFS Charter Income Trust in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
SIA
2
Sit Investment Associates
Minnesota
$8.69M
3
SFS
3
Shaker Financial Services
Virginia
$1.97M
4
Wells Fargo
4
Wells Fargo
California
$2.62M
5
LCM
5
Landscape Capital Management
New Jersey
$439K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$383K
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$1.49M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 16,061,406 +8,242,525 +105%
SIA
2
Sit Investment Associates
Minnesota
$8.69M 1,344,670 +108,602 +9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.87M 1,062,968 +25,000 +2%
Invesco
4
Invesco
Georgia
$3.25M 503,415 +12,299 +3%
Wells Fargo
5
Wells Fargo
California
$2.62M 405,011 +59,657 +17%
SFS
6
Shaker Financial Services
Virginia
$1.97M 304,925 +86,354 +40%
Bank of America
7
Bank of America
North Carolina
$1.56M 241,645 +208 +0.1%
UBS Group
8
UBS Group
Switzerland
$1.49M 230,789 -24,606 -10%
LPL Financial
9
LPL Financial
California
$1.43M 221,330 -62,672 -22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.01M 156,880 -6,203 -4%
NA
11
NewEdge Advisors
Louisiana
$922K 143,860 +14,610 +11%
Stifel Financial
12
Stifel Financial
Missouri
$863K 133,641 -2,196 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$848K 131,299 -11,286 -8%
KAS
14
Kestra Advisory Services
Texas
$623K 96,438 +362 +0.4%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$551K 85,323 -3,059 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$524K 81,114 +5,175 +7%
SFPG
17
Stonebridge Financial Planning Group
Florida
$461K 71,391 -2,473 -3%
LCM
18
Landscape Capital Management
New Jersey
$439K 68,001 +40,125 +144%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$433K 67,022 +2,500 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$383K 59,220 -29,019 -33%
FAG
21
Fortitude Advisory Group
Washington
$365K 56,448 +11 +0%
CA
22
CoreCap Advisors
Michigan
$331K 51,185 – –
RJA
23
Raymond James & Associates
Florida
$320K 49,477 -1,776 -3%
9WM
24
9258 Wealth Management
Ohio
$235K 36,419 -4,763 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$224K 34,707 – –
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