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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 $168M invested in MFS Charter Income Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 61 → 61 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.02% less ownership

Funds ownership: 40.05% → 40.02% (-0.02%)

9% less capital invested

Capital invested by funds: $184M → $168M (-$15.7M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.48M
2
RVPG
Relative Value Partners Group
+$3.41M
3
SIA
Sit Investment Associates
Minnesota
+$1.86M
4
LCM
Landscape Capital Management
New Jersey
+$292K
5
Bank of America
Bank of America
North Carolina
+$261K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.56M
2
UBS Group
UBS Group
Switzerland
-$2.4M
3
PPA
Parametric Portfolio Associates
Washington
-$805K
4
IT
Independence Trust
Tennessee
-$510K
5
RJA
Raymond James & Associates
Florida
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$518K -$4.13K -500 -0.7%
GC
27
Guggenheim Capital
Illinois
$506K -$410K -49,578 -43%
LPL Financial
28
LPL Financial
California
$417K -$2.81K -340 -0.6%
MRCM
29
M&R Capital Management
New Jersey
$356K -$24.8K -3,000 -6%
GHAM
30
Gilman Hill Asset Management
Connecticut
$299K +$41.3K +5,000 +15%
AIG
31
American International Group
New York
$257K -$64.7K -7,830 -19%
YP
32
Yellowstone Partners
Idaho
$191K +$12.8K +1,554 +7%
LCM
33
Laurion Capital Management
New York
$188K +$200K +24,255 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$183K -$3.43K -415 -2%
FNT
35
First Nebraska Trust
Nebraska
$170K -$5.37K -650 -3%
GEM
36
Global Endowment Management
North Carolina
$155K – – –
Goldman Sachs
37
Goldman Sachs
New York
$153K +$163K +19,760 New
PFS
38
Prospera Financial Services
Texas
$110K – – –
Citadel Advisors
39
Citadel Advisors
Florida
$92K +$98.2K +11,876 New
RPA
40
Rock Point Advisors
Vermont
$84K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$75K +$61.2K +7,400 +329%
PR
42
Payden & Rygel
California
$73K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$71K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$42K -$21.7K -2,625 -33%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$40K +$264 +32 +0.6%
WA
46
WFG Advisors
Texas
$36K +$546 +66 +1%
Creative Planning
47
Creative Planning
Kansas
$31K +$32.7K +3,954 New
MFS
48
MSI Financial Services
Massachusetts
$29K – – –
WA
49
Waverly Advisors
Alabama
$26K -$24.8K -3,000 -48%
KF
50
Krilogy Financial
Missouri
$26K +$28.1K +3,400 New
1
2
3

MCR Hedge Fund Activity: Q3 2015 in Review

61 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2015, worth a combined $168M — down 8.6% from $184M a quarter earlier.

Fund positioning in MCR was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.48M. The largest seller was Morgan Stanley, cutting an estimated $4.56M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $168M of MFS Charter Income Trust stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2015 was Wells Fargo, an estimated $3.48M added.
  • The largest MFS Charter Income Trust seller in Q3 2015 was Morgan Stanley, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2015.