MCR

MFS Charter Income Trust

57 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.8M 7,940,734 -53,546 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$15.4M 2,451,127 +370,040 +18%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10M 1,598,128 -175,319 -10%
Invesco
4
Invesco
Georgia
$3.22M 513,827 -53,825 -9%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.68M 425,984 +125,831 +42%
GA
6
GraniteShares Advisors
New York
$2.58M 411,174 +24,920 +6%
Bank of America
7
Bank of America
North Carolina
$2.09M 332,813 +41,086 +14%
SFS
8
Shaker Financial Services
Virginia
$1.97M 314,201 +132 +0%
Stifel Financial
9
Stifel Financial
Missouri
$1.08M 171,667 -9,129 -5%
Wells Fargo
10
Wells Fargo
California
$1.01M 161,575 -17,755 -10%
LPL Financial
11
LPL Financial
California
$931K 148,440 +215 +0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$870K 138,812 +12,594 +10%
NA
13
NewEdge Advisors
Louisiana
$720K 114,840 -3,200 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$716K 114,246 -7,349 -6%
KAS
15
Kestra Advisory Services
Texas
$695K 110,783 +5,039 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$681K 108,616 +16,926 +18%
HighTower Advisors
17
HighTower Advisors
Illinois
$649K 103,445 -1,500 -1%
RP
18
Riverbridge Partners
Minnesota
$601K 95,929 +9,533 +11%
UBS Group
19
UBS Group
Switzerland
$584K 93,155 -4,384 -4%
FAG
20
Fortitude Advisory Group
Washington
$343K 57,217
ATS
21
Ashton Thomas Securities
New York
$336K 53,650
SFPG
22
Stonebridge Financial Planning Group
Florida
$333K 53,073 +140 +0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$324K 51,665 +14,320 +38%
CIA
24
Concurrent Investment Advisors
Florida
$267K 42,634 +963 +2%
CA
25
CoreCap Advisors
Michigan
$264K 42,125 -3,350 -7%