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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 $156M invested in MFS Charter Income Trust in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $163M → $156M (-$6.38M)

1.78% less ownership

Funds ownership: 36.73% → 34.95% (-1.8%)

5% less funds holding

Funds holding: 64 → 61 (-3)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.9M
2
SFS
Shaker Financial Services
Virginia
+$1.14M
3
KLI
Kelman-Lazarov Inc
Tennessee
+$470K
4
Invesco
Invesco
Georgia
+$251K
5
WS
Wedbush Securities
California
+$180K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$6.39M
2
RCM
Rivernorth Capital Management
Florida
-$1.74M
3
LCM
Landscape Capital Management
New Jersey
-$1.34M
4
RVPG
Relative Value Partners Group
-$1.04M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$427K +$12.1K +1,408 +3%
DA
27
Doliver Advisors
Texas
$394K +$144K +16,789 +58%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$325K +$152K +17,690 +88%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$212K -$827K -96,457 -80%
AG
30
Advisor Group
Arizona
$205K +$1.16K +135 +0.6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$191K +$11.5K +1,346 +6%
FNT
32
First Nebraska Trust
Nebraska
$173K -$4.29K -500 -2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$106K -$9.76K -1,138 -8%
PTC
34
Philadelphia Trust Company
Pennsylvania
$103K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$100K -$9.06K -1,056 -8%
RPA
36
Rock Point Advisors
Vermont
$94K – – –
MRCM
37
M&R Capital Management
New Jersey
$86K – – –
PR
38
Payden & Rygel
California
$81K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$72K -$108K -12,577 -60%
CFA
40
Carroll Financial Associates
North Carolina
$65K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$61K -$22.3K -2,600 -27%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$61K +$25.7K +3,000 +74%
Creative Planning
43
Creative Planning
Kansas
$56K -$1.72K -200 -3%
FCMT
44
Founders Capital Management (Texas)
Texas
$47K +$46.9K +5,465 New
CPIG
45
Chicago Partners Investment Group
Illinois
$31K – – –
PB
46
Pinnacle Bancorp
Nebraska
$28K +$27.4K +3,200 New
WA
47
WFG Advisors
Texas
$25K – – –
LIA
48
LS Investment Advisors
Michigan
$24K – – –
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$22K +$300 +35 +1%
First Manhattan
50
First Manhattan
New York
$15K +$334 +39 +2%
1
2
3

MCR Hedge Fund Activity: Q1 2017 in Review

61 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2017, worth a combined $156M — down 3.9% from $163M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MCR and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $4.9M. The largest seller was Saba Capital Management, cutting an estimated $6.39M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2017, down from 64 in Q4 2016.
  • Funds reported $156M of MFS Charter Income Trust stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2017 was Morgan Stanley, an estimated $4.9M added.
  • The largest MFS Charter Income Trust seller in Q1 2017 was Saba Capital Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2017.