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MCR

MFS Charter Income Trust
MCR

Delisted

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

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64 hedge funds and large institutions have $163M invested in MFS Charter Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0.92% less ownership

Funds ownership: 37.65% → 36.73% (-0.92%)

4% less capital invested

Capital invested by funds: $169M → $163M (-$6.39M)

6% less funds holding

Funds holding: 68 → 64 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
24
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.72M
2
SIA
Sit Investment Associates
Minnesota
+$3.69M
3
LCM
Laurion Capital Management
New York
+$1.07M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$806K
5
PCM
Pointe Capital Management
Michigan
+$578K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$12.8M
2
RCM
Rivernorth Capital Management
Florida
-$1.19M
3
RVPG
Relative Value Partners Group
-$1.03M
4
1CP
1607 Capital Partners
Virginia
-$546K
5
Bank of America
Bank of America
North Carolina
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$457K -$16.8K -2,000 -4%
LPL Financial
27
LPL Financial
California
$411K +$32.4K +3,856 +9%
IECM
28
Intrinsic Edge Capital Management
Illinois
$341K +$336K +40,000 New
DA
29
Doliver Advisors
Texas
$247K +$722 +86 +0.3%
AG
30
Advisor Group
Arizona
$202K -$145K -17,284 -42%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$179K -$127K -15,075 -42%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$178K -$11.6K -1,384 -6%
FNT
33
First Nebraska Trust
Nebraska
$175K -$3.36K -400 -2%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$172K +$16.2K +1,925 +11%
GEM
35
Global Endowment Management
North Carolina
$170K – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$115K +$9.66K +1,150 +9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$105K +$106K +12,633 New
PTC
38
Philadelphia Trust Company
Pennsylvania
$102K – – –
GC
39
Guggenheim Capital
Illinois
$94K -$113K -13,488 -55%
RPA
40
Rock Point Advisors
Vermont
$93K – – –
MRCM
41
M&R Capital Management
New Jersey
$85K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$82K – – –
PR
43
Payden & Rygel
California
$80K – – –
MFS
44
MSI Financial Services
Massachusetts
$69K +$370 +44 +0.5%
CFA
45
Carroll Financial Associates
North Carolina
$64K +$58.7K +6,993 +1,195%
Creative Planning
46
Creative Planning
Kansas
$57K +$1.68K +200 +3%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$35K -$7.92K -943 -19%
CPIG
48
Chicago Partners Investment Group
Illinois
$31K – – –
FPB
49
First PREMIER Bank
South Dakota
$29K – – –
WA
50
WFG Advisors
Texas
$25K – – –
1
2
3

MCR Hedge Fund Activity: Q4 2016 in Review

64 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2016, worth a combined $163M — down 3.8% from $169M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCR and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Wells Fargo, adding an estimated $6.72M. The largest seller was Saba Capital Management, cutting an estimated $12.8M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2016, down from 68 in Q3 2016.
  • Funds reported $163M of MFS Charter Income Trust stock for Q4 2016, down 3.8% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q4 2016 and 7 closed out, a net change of -3 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2016 was Wells Fargo, an estimated $6.72M added.
  • The largest MFS Charter Income Trust seller in Q4 2016 was Saba Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2016.