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MCR

MFS Charter Income Trust
MCR

Delisted

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

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70 hedge funds and large institutions have $176M invested in MFS Charter Income Trust in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

13% more funds holding

Funds holding: 62 → 70 (+8)

9% more capital invested

Capital invested by funds: $162M → $176M (+$14.7M)

2.82% more ownership

Funds ownership: 31.96% → 34.78% (+2.8%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.17M
2
SCM
Saba Capital Management
New York
+$3.12M
3
SFS
Shaker Financial Services
Virginia
+$1.98M
4
KSCM
Kamunting Street Capital Management
Florida
+$1.26M
5
RVP
Relative Value Partners
Illinois
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.21M
2
WAM
Wolverine Asset Management
Illinois
-$494K
3
DA
Doliver Advisors
Texas
-$365K
4
GC
Guggenheim Capital
Illinois
-$314K
5
KFS
KMS Financial Services
Washington
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$706K +$139K +15,119 +25%
Jane Street
27
Jane Street
New York
$702K +$699K +75,949 New
ST
28
Sentinel Trust
Texas
$667K +$664K +72,200 New
BCA
29
Benchmark Capital Advisors
New York
$632K +$69.9K +7,600 +13%
MRCM
30
M&R Capital Management
New Jersey
$582K -$11K -1,200 -2%
LCM
31
Landscape Capital Management
New Jersey
$544K +$32.6K +3,544 +6%
LPL Financial
32
LPL Financial
California
$538K -$6K -652 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$410K +$201K +21,837 +97%
GHAM
34
Gilman Hill Asset Management
Connecticut
$347K -$27.6K -3,000 -7%
PVWM
35
Point View Wealth Management
New Jersey
$325K +$138K +14,952 +74%
AA
36
Ancora Advisors
Ohio
$274K +$273K +29,700 New
CAN
37
Cetera Advisor Networks
California
$256K -$8.99K -977 -3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$237K +$84K +9,129 +55%
AP
39
Advisors Preferred
Maryland
$231K -$40.4K -4,392 -15%
FNT
40
First Nebraska Trust
Nebraska
$213K +$213K +23,100 New
YP
41
Yellowstone Partners
Idaho
$198K +$5.47K +594 +3%
GEM
42
Global Endowment Management
North Carolina
$185K – – –
Verition Fund Management
43
Verition Fund Management
Connecticut
$177K -$22.5K -2,445 -11%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$146K +$856 +93 +0.6%
First Trust Advisors
45
First Trust Advisors
Illinois
$117K -$18.8K -2,045 -14%
PTC
46
Philadelphia Trust Company
Pennsylvania
$111K – – –
RPA
47
Rock Point Advisors
Vermont
$101K – – –
Geode Capital Management
48
Geode Capital Management
Massachusetts
$94K – – –
PR
49
Payden & Rygel
California
$87K – – –
FMII
50
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
1
2
3

MCR Hedge Fund Activity: Q2 2014 in Review

70 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2014, worth a combined $176M — up 9.1% from $162M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCR positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.17M. The largest seller was Morgan Stanley, cutting an estimated $3.21M.

  • 70 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2014, up from 62 in Q1 2014.
  • Funds reported $176M of MFS Charter Income Trust stock for Q2 2014, up 9.1% quarter-over-quarter.
  • 10 funds opened new MFS Charter Income Trust positions in Q2 2014 and 2 closed out, a net change of +8 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2014 was Rivernorth Capital Management, an estimated $4.17M added.
  • The largest MFS Charter Income Trust seller in Q2 2014 was Morgan Stanley, an estimated $3.21M sold.

Based on aggregated 13F filings for Q2 2014.