MCR

MFS Charter Income Trust

66 hedge funds and large institutions have $90.6M invested in MFS Charter Income Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.5M 8,122,279 -7,939,127 -49%
SIA
2
Sit Investment Associates
Minnesota
$9.34M 1,472,430 +127,760 +10%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.36M 1,161,557 +98,589 +9%
Invesco
4
Invesco
Georgia
$3.06M 482,459 -20,956 -4%
SFS
5
Shaker Financial Services
Virginia
$3.02M 476,421 +171,496 +56%
Wells Fargo
6
Wells Fargo
California
$1.71M 270,059 -134,952 -33%
Bank of America
7
Bank of America
North Carolina
$1.55M 244,532 +2,887 +1%
LPL Financial
8
LPL Financial
California
$1.26M 198,032 -23,298 -11%
UBS Group
9
UBS Group
Switzerland
$1.06M 167,035 -63,754 -28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.04M 164,456 +7,576 +5%
Stifel Financial
11
Stifel Financial
Missouri
$955K 150,630 +16,989 +13%
HighTower Advisors
12
HighTower Advisors
Illinois
$855K 134,645 +3,346 +3%
NA
13
NewEdge Advisors
Louisiana
$839K 132,350 -11,510 -8%
KAS
14
Kestra Advisory Services
Texas
$643K 101,395 +4,957 +5%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$524K 82,716 -2,607 -3%
SFPG
16
Stonebridge Financial Planning Group
Florida
$453K 71,522 +131 +0.2%
LCM
17
Landscape Capital Management
New Jersey
$444K 70,000 +1,999 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$437K 68,922 +1,900 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$415K 65,507 -15,607 -19%
FAG
20
Fortitude Advisory Group
Washington
$358K 56,448
Osaic Holdings
21
Osaic Holdings
Arizona
$358K 56,449 -2,771 -5%
CA
22
CoreCap Advisors
Michigan
$301K 47,510 -3,675 -7%
RJA
23
Raymond James & Associates
Florida
$271K 42,667 -6,810 -14%
9WM
24
9258 Wealth Management
Ohio
$232K 36,571 +152 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$216K 34,063 -644 -2%