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MCR

MFS Charter Income Trust
MCR

Delisted

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

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61 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

1.81% more ownership

Funds ownership: 38.23% → 40.05% (+1.8%)

1% more capital invested

Capital invested by funds: $182M → $184M (+$1.5M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 62 → 61 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$4.39M
2
VIA
Vident Investment Advisory
Georgia
+$4.24M
3
Wells Fargo
Wells Fargo
California
+$3.04M
4
UBS Group
UBS Group
Switzerland
+$814K
5
COLIM
City of London Investment Management
United Kingdom
+$757K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.09M
2
SCM
Saba Capital Management
New York
-$2.7M
3
DA
Doliver Advisors
Texas
-$1.01M
4
KSCM
Kamunting Street Capital Management
Florida
-$953K
5
CCP
Clough Capital Partners
Massachusetts
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
Starfire Investment Advisers
Michigan
$657K – – –
BCA
27
Benchmark Capital Advisors
New York
$570K – – –
LPL Financial
28
LPL Financial
California
$463K +$3.89K +440 +0.8%
MRCM
29
M&R Capital Management
New Jersey
$415K – – –
AIG
30
American International Group
New York
$347K +$15.7K +1,775 +5%
GHAM
31
Gilman Hill Asset Management
Connecticut
$284K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$202K +$24.2K +2,734 +13%
VKH
33
Virtu KCG Holdings
New York
$201K +$55.7K +6,293 +36%
YP
34
Yellowstone Partners
Idaho
$196K +$11.6K +1,308 +6%
FNT
35
First Nebraska Trust
Nebraska
$191K – – –
GEM
36
Global Endowment Management
North Carolina
$169K – – –
PFS
37
Prospera Financial Services
Texas
$120K – – –
OC
38
Oppenheimer & Co
New York
$94K – – –
RPA
39
Rock Point Advisors
Vermont
$92K – – –
CCM
40
Coe Capital Management
Illinois
$84.7K -$88.5K -10,000 -50%
PR
41
Payden & Rygel
California
$80K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$77K -$4.42K -500 -5%
TRCT
43
Tower Research Capital (TRC)
New York
$68K +$49.6K +5,600 +233%
WA
44
Waverly Advisors
Alabama
$53K +$55.7K +6,292 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$44K +$257 +29 +0.6%
WA
46
WFG Advisors
Texas
$39K +$487 +55 +1%
MFS
47
MSI Financial Services
Massachusetts
$32K +$17.7K +2,000 +112%
LIA
48
LS Investment Advisors
Michigan
$24K – – –
CPIG
49
Chicago Partners Investment Group
Illinois
$21K +$956 +108 +4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$19K – – –
1
2
3

MCR Hedge Fund Activity: Q2 2015 in Review

61 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2015, worth a combined $184M — up 0.83% from $182M a quarter earlier.

Fund positioning in MCR was balanced in Q2 2015: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 7 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $5.09M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2015, down from 62 in Q1 2015.
  • Funds reported $184M of MFS Charter Income Trust stock for Q2 2015, up 0.83% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q2 2015 and 7 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2015 was Financial & Investment Management Group, an estimated $4.39M added.
  • The largest MFS Charter Income Trust seller in Q2 2015 was Morgan Stanley, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2015.