We are live on ! Find out more
MCR

MFS Charter Income Trust
MCR

Delisted

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

Back to rankings

68 hedge funds and large institutions have $169M invested in MFS Charter Income Trust in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more funds holding

Funds holding: 63 → 68 (+5)

1.17% more ownership

Funds ownership: 36.48% → 37.65% (+1.2%)

1% more capital invested

Capital invested by funds: $167M → $169M (+$2.09M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.05M
2
Bank of America
Bank of America
North Carolina
+$622K
3
SFS
Shaker Financial Services
Virginia
+$437K
4
RVPG
Relative Value Partners Group
+$424K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$393K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.16M
2
LCM
Laurion Capital Management
New York
-$1.93M
3
SCM
Saba Capital Management
New York
-$1.87M
4
Morgan Stanley
Morgan Stanley
New York
-$898K
5
Wells Fargo
Wells Fargo
California
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$354K – – –
CCM
27
Coe Capital Management
Illinois
$336K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$311K +$98.1K +11,391 +46%
CRC
29
Curi RMB Capital
Illinois
$289K +$185K +21,505 +180%
LCM
30
Laurion Capital Management
New York
$275K -$1.93M -223,638 -88%
DA
31
Doliver Advisors
Texas
$250K +$107K +12,445 +75%
YP
32
Yellowstone Partners
Idaho
$228K +$818 +95 +0.4%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$217K +$89.9K +10,440 +71%
GC
34
Guggenheim Capital
Illinois
$212K -$82.1K -9,535 -28%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$192K +$192K +22,276 New
FNT
36
First Nebraska Trust
Nebraska
$181K -$8.61K -1,000 -5%
GEM
37
Global Endowment Management
North Carolina
$173K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$158K -$3.43K -398 -2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$107K +$18.1K +2,100 +20%
PTC
40
Philadelphia Trust Company
Pennsylvania
$104K – – –
RPA
41
Rock Point Advisors
Vermont
$94K – – –
MRCM
42
M&R Capital Management
New Jersey
$86K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$83K -$9.9K -1,150 -11%
PR
44
Payden & Rygel
California
$81K – – –
MFS
45
MSI Financial Services
Massachusetts
$70K -$1.36K -158 -2%
Creative Planning
46
Creative Planning
Kansas
$56K -$13.3K -1,550 -19%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$43K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$31K – – –
FPB
49
First PREMIER Bank
South Dakota
$29K +$28.9K +3,358 New
WA
50
WFG Advisors
Texas
$25K -$5.17K -600 -17%
1
2
3

MCR Hedge Fund Activity: Q3 2016 in Review

68 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2016, worth a combined $169M — up 1.3% from $167M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.16M.

  • 68 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $169M of MFS Charter Income Trust stock for Q3 2016, up 1.3% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2016 was Sit Investment Associates, an estimated $4.05M added.
  • The largest MFS Charter Income Trust seller in Q3 2016 was Rivernorth Capital Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2016.