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MCR

MFS Charter Income Trust
MCR

Delisted

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

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65 hedge funds and large institutions have $172M invested in MFS Charter Income Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

1.13% more ownership

Funds ownership: 34.78% → 35.91% (+1.1%)

2% less capital invested

Capital invested by funds: $176M → $172M (-$4.14M)

7% less funds holding

Funds holding: 70 → 65 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$3.35M
2
RVP
Relative Value Partners
Illinois
+$2.88M
3
Bank of America
Bank of America
North Carolina
+$1.38M
4
Wells Fargo
Wells Fargo
California
+$1.17M
5
IT
Independence Trust
Tennessee
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
AIM
Assured Investment Management
New York
-$3.98M
2
Barclays
Barclays
United Kingdom
-$946K
3
Morgan Stanley
Morgan Stanley
New York
-$843K
4
Goldman Sachs
Goldman Sachs
New York
-$801K
5
TC
TFS Capital
Pennsylvania
-$783K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$599K -$6.35K -700 -1%
MRCM
27
M&R Capital Management
New Jersey
$559K – – –
LCM
28
Landscape Capital Management
New Jersey
$526K +$4.81K +530 +0.9%
LPL Financial
29
LPL Financial
California
$455K -$60.8K -6,696 -11%
GHAM
30
Gilman Hill Asset Management
Connecticut
$333K – – –
FNT
31
First Nebraska Trust
Nebraska
$205K – – –
YP
32
Yellowstone Partners
Idaho
$190K +$853 +94 +0.4%
GEM
33
Global Endowment Management
North Carolina
$177K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$176K -$52.2K -5,747 -22%
Goldman Sachs
35
Goldman Sachs
New York
$175K -$801K -88,217 -82%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$160K -$239K -26,315 -59%
CAN
37
Cetera Advisor Networks
California
$157K -$93.2K -10,270 -37%
FDCC
38
Foster Dykema Cabot & Co
Massachusetts
$157K +$161K +17,720 New
AIG
39
American International Group
New York
$135K +$138K +15,220 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$133K -$7.06K -778 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$124K +$12.4K +1,370 +11%
AIM
42
Assured Investment Management
New York
$114K -$3.98M -438,753 -97%
VKH
43
Virtu KCG Holdings
New York
$113K +$115K +12,702 New
RPA
44
Rock Point Advisors
Vermont
$97K – – –
PR
45
Payden & Rygel
California
$83K – – –
WA
46
WFG Advisors
Texas
$38K +$8.41K +927 +28%
Ameriprise
47
Ameriprise
Minnesota
$38K +$20.7K +2,276 +110%
Citigroup
48
Citigroup
New York
$30K +$6.97K +768 +29%
Creative Planning
49
Creative Planning
Kansas
$26K – – –
LIA
50
LS Investment Advisors
Michigan
$25K – – –
1
2
3

MCR Hedge Fund Activity: Q3 2014 in Review

65 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2014, worth a combined $172M — down 2.3% from $176M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MCR and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Saba Capital Management, adding an estimated $3.35M. The largest seller was Assured Investment Management, cutting an estimated $3.98M.

  • 65 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2014, down from 70 in Q2 2014.
  • Funds reported $172M of MFS Charter Income Trust stock for Q3 2014, down 2.3% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2014 and 10 closed out, a net change of -5 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2014 was Saba Capital Management, an estimated $3.35M added.
  • The largest MFS Charter Income Trust seller in Q3 2014 was Assured Investment Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q3 2014.