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

58 hedge funds and large institutions have $149M invested in MFS Charter Income Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 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)

5% less capital invested

Capital invested by funds: $156M → $149M (-$7.07M)

1.72% less ownership

Funds ownership: 34.95% → 33.23% (-1.7%)

5% less funds holding

Funds holding: 61 → 58 (-3)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.22M
2
Morgan Stanley
Morgan Stanley
New York
+$1.78M
3
Invesco
Invesco
Georgia
+$615K
4
SFS
Shaker Financial Services
Virginia
+$516K
5
CRC
Curi RMB Capital
Illinois
+$423K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$5.97M
2
SCM
Saba Capital Management
New York
-$5.03M
3
LCM
Laurion Capital Management
New York
-$815K
4
Wells Fargo
Wells Fargo
California
-$622K
5
SIA
Starfire Investment Advisers
Michigan
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$411K +$15.4K +1,782 +4%
LCM
27
Landscape Capital Management
New Jersey
$395K -$392K -45,166 -50%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$210K -$2.88K -332 -1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$190K -$2.19K -253 -1%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$177K -$150K -17,351 -46%
FNT
31
First Nebraska Trust
Nebraska
$173K – – –
Millennium Management
32
Millennium Management
New York
$165K +$166K +19,104 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$138K +$31.9K +3,678 +30%
Goldman Sachs
34
Goldman Sachs
New York
$122K +$122K +14,072 New
PTC
35
Philadelphia Trust Company
Pennsylvania
$104K – – –
RPA
36
Rock Point Advisors
Vermont
$94K – – –
MRCM
37
M&R Capital Management
New Jersey
$85K – – –
CFA
38
Carroll Financial Associates
North Carolina
$65K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$56K -$16.9K -1,952 -23%
Creative Planning
40
Creative Planning
Kansas
$56K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$54K -$6.93K -800 -11%
FCMT
42
Founders Capital Management (Texas)
Texas
$47K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$46K -$54.2K -6,257 -54%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$26K -$34.7K -4,000 -57%
WA
45
WFG Advisors
Texas
$25K – – –
LIA
46
LS Investment Advisors
Michigan
$24K – – –
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$22K +$312 +36 +1%
First Manhattan
48
First Manhattan
New York
$15K +$338 +39 +2%
GWM
49
Geneos Wealth Management
Colorado
$12K – – –
PCM
50
Penserra Capital Management
California
$12K +$1.12K +129 +10%
1
2
3

MCR Hedge Fund Activity: Q2 2017 in Review

58 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2017, worth a combined $149M — down 4.5% from $156M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MCR and 4 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.22M. The largest seller was Relative Value Partners Group, cutting an estimated $5.97M.

  • 58 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2017, down from 61 in Q1 2017.
  • Funds reported $149M of MFS Charter Income Trust stock for Q2 2017, down 4.5% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q2 2017 and 6 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $2.22M added.
  • The largest MFS Charter Income Trust seller in Q2 2017 was Relative Value Partners Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2017.