MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$13.3M
2
GA
2
GraniteShares Advisors
New York
$2.46M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.3M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$1.92M
5
Invesco
5
Invesco
Georgia
$3.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51M
2
SFS
2
Shaker Financial Services
Virginia
$2M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$384K
5
IAIM
5
International Assets Investment Management
Florida
$74K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51M -$886K -138,869 -2%
SIA
2
Sit Investment Associates
Minnesota
$13.3M +$3.12M +489,759 +31%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.3M +$778K +122,018 +7%
Invesco
4
Invesco
Georgia
$3.62M +$340K +53,369 +10%
GA
5
GraniteShares Advisors
New York
$2.46M +$2.46M +386,254 New
SFS
6
Shaker Financial Services
Virginia
$2M -$856K -134,228 -30%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.92M +$475K +74,457 +33%
Bank of America
8
Bank of America
North Carolina
$1.86M +$66.5K +10,417 +4%
Stifel Financial
9
Stifel Financial
Missouri
$1.15M +$7.22K +1,132 +0.6%
Wells Fargo
10
Wells Fargo
California
$1.14M +$172K +26,907 +18%
LPL Financial
11
LPL Financial
California
$946K -$19.7K -3,083 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$805K +$30.3K +4,747 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$776K +$776K +121,595 New
NA
14
NewEdge Advisors
Louisiana
$753K -$42.1K -6,600 -5%
KAS
15
Kestra Advisory Services
Texas
$675K +$249 +39 +0%
HighTower Advisors
16
HighTower Advisors
Illinois
$670K -$51.7K -8,100 -7%
UBS Group
17
UBS Group
Switzerland
$622K -$111K -17,327 -15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$585K +$162K +25,426 +38%
RP
19
Riverbridge Partners
Minnesota
$551K +$306K +47,909 +124%
LCM
20
Landscape Capital Management
New Jersey
$384K -$415K -65,076 -52%
FAG
21
Fortitude Advisory Group
Washington
$365K – – –
ATS
22
Ashton Thomas Securities
New York
$342K +$56.8K +8,900 +20%
SFPG
23
Stonebridge Financial Planning Group
Florida
$338K +$26.4K +4,142 +8%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$315K -$105K -16,426 -25%
CA
25
CoreCap Advisors
Michigan
$290K -$10.2K -1,600 -3%
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