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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $185M invested in MFS Charter Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $172M → $185M (+$12.6M)

1.24% more ownership

Funds ownership: 35.91% → 37.14% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

5% less funds holding

Funds holding: 65 → 62 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.48M
2
Wells Fargo
Wells Fargo
California
+$3.86M
3
RVP
Relative Value Partners
Illinois
+$2.84M
4
PVWM
Point View Wealth Management
New Jersey
+$621K
5
SG Americas Securities
SG Americas Securities
New York
+$537K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$8.07M
2
Morgan Stanley
Morgan Stanley
New York
-$6.54M
3
SFS
Shaker Financial Services
Virginia
-$2.28M
4
Bank of America
Bank of America
North Carolina
-$1.59M
5
DA
Doliver Advisors
Texas
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$417K -$54.9K -6,242 -12%
GHAM
27
Gilman Hill Asset Management
Connecticut
$355K +$8.8K +1,000 +3%
AIG
28
American International Group
New York
$349K +$200K +22,745 +149%
Citigroup
29
Citigroup
New York
$250K +$209K +23,798 +692%
LCM
30
Landscape Capital Management
New Jersey
$227K -$306K -34,731 -58%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$208K +$39.8K +4,520 +25%
FNT
32
First Nebraska Trust
Nebraska
$208K -$4.4K -500 -2%
YP
33
Yellowstone Partners
Idaho
$199K +$1.59K +181 +0.8%
BA
34
BlackRock Advisors
Delaware
$188K +$180K +20,431 New
GEM
35
Global Endowment Management
North Carolina
$184K – – –
CCM
36
Coe Capital Management
Illinois
$184K +$176K +20,000 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$169K -$13.1K -1,488 -7%
SFS
38
Shaker Financial Services
Virginia
$132K -$2.28M -259,064 -95%
CAN
39
Cetera Advisor Networks
California
$132K -$28.6K -3,250 -18%
First Trust Advisors
40
First Trust Advisors
Illinois
$122K -$6.73K -765 -5%
PTC
41
Philadelphia Trust Company
Pennsylvania
$110K +$106K +12,000 New
OC
42
Oppenheimer & Co
New York
$102K +$97.3K +11,058 New
RPA
43
Rock Point Advisors
Vermont
$100K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$87K +$69.2K +7,862 +463%
PR
45
Payden & Rygel
California
$86K – – –
WA
46
WFG Advisors
Texas
$41K +$1.81K +206 +5%
Creative Planning
47
Creative Planning
Kansas
$27K – – –
LIA
48
LS Investment Advisors
Michigan
$26K – – –
CPIG
49
Chicago Partners Investment Group
Illinois
$23K +$22.3K +2,537 New
NPC
50
National Planning Corporation
California
$22.1K +$22K +2,500 New
1
2
3

MCR Hedge Fund Activity: Q4 2014 in Review

62 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2014, worth a combined $185M — up 7.3% from $172M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCR and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.48M. The largest seller was Saba Capital Management, cutting an estimated $8.07M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2014, down from 65 in Q3 2014.
  • Funds reported $185M of MFS Charter Income Trust stock for Q4 2014, up 7.3% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q4 2014 and 9 closed out, a net change of -1 holder.
  • The largest MFS Charter Income Trust buyer in Q4 2014 was Sit Investment Associates, an estimated $5.48M added.
  • The largest MFS Charter Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2014.