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MCR

MFS Charter Income Trust
MCR

Delisted

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

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66 hedge funds and large institutions have $143M invested in MFS Charter Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $133M → $143M (+$9.1M)

3% more funds holding

Funds holding: 64 → 66 (+2)

2.45% more ownership

Funds ownership: 26.12% → 28.57% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVP
Relative Value Partners
Illinois
+$10.7M
2
AIM
Assured Investment Management
New York
+$3.27M
3
Wells Fargo
Wells Fargo
California
+$2.13M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$2.02M
5
1CP
1607 Capital Partners
Virginia
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.99M
2
GC
Guggenheim Capital
Illinois
-$1.49M
3
SIA
Sit Investment Associates
Minnesota
-$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$612K
5
Barclays
Barclays
United Kingdom
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
26
M&R Capital Management
New Jersey
$574K – – –
Goldman Sachs
27
Goldman Sachs
New York
$565K +$559K +63,109 New
SCM
28
Saba Capital Management
New York
$532K +$526K +59,399 New
CA
29
Cornerstone Advisors
North Carolina
$358K +$354K +40,028 New
FAAS
30
First Allied Advisory Services
California
$284K -$32.7K -3,690 -10%
SNC
31
Stifel Nicolaus & Co
Missouri
$225K -$29.2K -3,302 -12%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$206K -$612K -69,160 -75%
GEM
33
Global Endowment Management
North Carolina
$179K +$177K +20,000 New
AR
34
Advisory Research
Illinois
$167K – – –
VKH
35
Virtu KCG Holdings
New York
$167K +$165K +18,623 New
GHAM
36
Gilman Hill Asset Management
Connecticut
$157K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$157K +$8.35K +943 +6%
FAAM
38
First Allied Asset Management
California
$152K -$8.84K -999 -5%
KFS
39
KMS Financial Services
Washington
$138K +$136K +15,398 New
PTC
40
Philadelphia Trust Company
Pennsylvania
$107K – – –
RPA
41
Rock Point Advisors
Vermont
$98K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$94K +$1.01K +114 +1%
MCM
43
Maryland Capital Management
Maryland
$89K – – –
PR
44
Payden & Rygel
California
$84K – – –
MA
45
MUFG Americas
New York
$53K +$52.8K +5,967 New
Citigroup
46
Citigroup
New York
$52K -$108K -12,208 -68%
Ameriprise
47
Ameriprise
Minnesota
$44K +$24.8K +2,800 +136%
FMII
48
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$38K – – –
WA
50
WFG Advisors
Texas
$29K -$47K -5,315 -62%
1
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MCR Hedge Fund Activity: Q3 2013 in Review

66 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2013, worth a combined $143M — up 6.8% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $10.7M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2013, up from 64 in Q2 2013.
  • Funds reported $143M of MFS Charter Income Trust stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q3 2013 and 6 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2013 was Relative Value Partners, an estimated $10.7M added.
  • The largest MFS Charter Income Trust seller in Q3 2013 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q3 2013.