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MCR

MFS Charter Income Trust
MCR

Delisted

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

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57 hedge funds and large institutions have $138M invested in MFS Charter Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.24% less ownership

Funds ownership: 33.23% → 31.99% (-1.2%)

2% less funds holding

Funds holding: 58 → 57 (-1)

7% less capital invested

Capital invested by funds: $149M → $138M (-$11.1M)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
14
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$1.92M
2
SFS
Shaker Financial Services
Virginia
+$909K
3
PPA
Parametric Portfolio Associates
Washington
+$784K
4
Wells Fargo
Wells Fargo
California
+$424K
5
KLI
Kelman-Lazarov Inc
Tennessee
+$263K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.97M
2
RVPG
Relative Value Partners Group
-$3.95M
3
Citigroup
Citigroup
New York
-$1.35M
4
Bank of America
Bank of America
North Carolina
-$1.18M
5
1CP
1607 Capital Partners
Virginia
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$315K -$1.35M -156,629 -81%
YP
27
Yellowstone Partners
Idaho
$232K +$231K +26,793 New
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$211K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$191K +$17 +2 +0%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$177K – – –
FNT
31
First Nebraska Trust
Nebraska
$174K – – –
Millennium Management
32
Millennium Management
New York
$136K -$29.8K -3,457 -18%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$124K -$14.8K -1,709 -11%
CRC
34
Curi RMB Capital
Illinois
$104K -$318K -36,797 -75%
PTC
35
Philadelphia Trust Company
Pennsylvania
$104K – – –
RPA
36
Rock Point Advisors
Vermont
$95K – – –
MRCM
37
M&R Capital Management
New Jersey
$86K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$52K -$1.73K -200 -3%
FCMT
39
Founders Capital Management (Texas)
Texas
$50K +$2.16K +250 +5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$44K -$2.25K -261 -5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$40K -$15.7K -1,824 -28%
CPIG
42
Chicago Partners Investment Group
Illinois
$31K +$31.2K +3,610 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$27K – – –
LIA
44
LS Investment Advisors
Michigan
$24K – – –
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$18K -$4.47K -518 -20%
First Manhattan
46
First Manhattan
New York
$16K +$345 +40 +2%
GWM
47
Geneos Wealth Management
Colorado
$12K – – –
NFG
48
Next Financial Group
Texas
$12K +$10.7K +1,237 +641%
CFA
49
Carroll Financial Associates
North Carolina
$9K -$56.1K -6,493 -86%
US Bancorp
50
US Bancorp
Minnesota
$8K +$5.76K +667 +222%
1
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3

MCR Hedge Fund Activity: Q3 2017 in Review

57 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2017, worth a combined $138M — down 7.5% from $149M a quarter earlier.

Fund positioning in MCR was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 25 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.92M. The largest seller was Sit Investment Associates, cutting an estimated $5.97M.

  • 57 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2017, down from 58 in Q2 2017.
  • Funds reported $138M of MFS Charter Income Trust stock for Q3 2017, down 7.5% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q3 2017 and 4 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2017 was Laurion Capital Management, an estimated $1.92M added.
  • The largest MFS Charter Income Trust seller in Q3 2017 was Sit Investment Associates, an estimated $5.97M sold.

Based on aggregated 13F filings for Q3 2017.