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MCR

MFS Charter Income Trust
MCR

Delisted

MCR was delisted on the 18th of June, 2026.

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64 hedge funds and large institutions have $133M invested in MFS Charter Income Trust in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.12% more ownership

Funds ownership: 0% → 26.12% (+26%)

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KCG
26
Knight Capital Group
$374K +$403K +40,415 New
DA
27
Doliver Advisors
Texas
$348K +$375K +37,602 New
FAAS
28
First Allied Advisory Services
California
$331K +$356K +35,694 New
SNC
29
Stifel Nicolaus & Co
Missouri
$263K +$283K +28,436 New
KIM
30
Karpus Investment Management
New York
$221K +$238K +23,884 New
Rafferty Asset Management
31
Rafferty Asset Management
New York
$195K +$210K +21,028 New
1CP
32
1607 Capital Partners
Virginia
$179K +$192K +19,300 New
AR
33
Advisory Research
Illinois
$172K +$185K +18,575 New
FAAM
34
First Allied Asset Management
California
$168K +$181K +18,170 New
Citigroup
35
Citigroup
New York
$166K +$178K +17,890 New
GHAM
36
Gilman Hill Asset Management
Connecticut
$163K +$175K +17,575 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$154K +$165K +16,605 New
PTC
38
Philadelphia Trust Company
Pennsylvania
$111K +$120K +12,000 New
PP
39
Paloma Partners
Connecticut
$105K +$113K +11,300 New
RPA
40
Rock Point Advisors
Vermont
$101K +$109K +10,900 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$96K +$104K +10,388 New
MCM
42
Maryland Capital Management
Maryland
$92K +$99.7K +10,000 New
PR
43
Payden & Rygel
California
$87K +$93.7K +9,400 New
WA
44
WFG Advisors
Texas
$79K +$84.8K +8,511 New
MFS
45
MSI Financial Services
Massachusetts
$76K +$82.3K +8,256 New
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$41K +$43.9K +4,400 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$39K +$42.4K +4,250 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32K +$34.9K +3,500 New
LIA
49
LS Investment Advisors
Michigan
$26K +$27.9K +2,800 New
BC
50
Bartlett & Co
Ohio
$25K +$27.4K +2,750 New
1
2
3

MCR Hedge Fund Activity: Q2 2013 in Review

64 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2013, worth a combined $133M.

Buyers outnumbered sellers: 64 funds opened new MCR positions and 0 closed out — a net gain of 64 holders — while 0 added to existing stakes and 0 trimmed.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $133M of MFS Charter Income Trust stock for Q2 2013.
  • 64 funds opened new MFS Charter Income Trust positions in Q2 2013 and 0 closed out, a net change of +64 holders.

Based on aggregated 13F filings for Q2 2013.