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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 $121M invested in MFS Charter Income Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 57 → 61 (+4)

2.4% less ownership

Funds ownership: 31.99% → 29.58% (-2.4%)

13% less capital invested

Capital invested by funds: $138M → $121M (-$17.6M)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.6M
2
PPA
Parametric Portfolio Associates
Washington
+$995K
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$885K
4
SCM
Saba Capital Management
New York
+$687K
5
SIA
Sit Investment Associates
Minnesota
+$239K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$4.17M
2
Wells Fargo
Wells Fargo
California
-$3.32M
3
SFS
Shaker Financial Services
Virginia
-$2.58M
4
PVWM
Point View Wealth Management
New Jersey
-$1.4M
5
Stifel Financial
Stifel Financial
Missouri
-$841K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$196K +$197K +23,085 New
TSS
27
Two Sigma Securities
New York
$179K +$180K +21,116 New
FNT
28
First Nebraska Trust
Nebraska
$170K – – –
YP
29
Yellowstone Partners
Idaho
$143K -$84.5K -9,893 -37%
FAAS
30
First Allied Advisory Services
California
$132K +$134K +15,686 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$121K – – –
MOS
32
MGO One Seven
Ohio
$109K +$110K +12,905 New
PTC
33
Philadelphia Trust Company
Pennsylvania
$102K – – –
WS
34
Wedbush Securities
California
$94K -$406K -47,590 -81%
RPA
35
Rock Point Advisors
Vermont
$92K – – –
MRCM
36
M&R Capital Management
New Jersey
$84K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$55K +$16.2K +1,900 +41%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$51K – – –
FCMT
39
Founders Capital Management (Texas)
Texas
$48K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$43K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$41K -$133K -15,585 -76%
AF
42
Advisornet Financial
Minnesota
$40K +$40.1K +4,701 New
LIA
43
LS Investment Advisors
Michigan
$24K – – –
WTB
44
Washington Trust Bank
Washington
$24K +$24.1K +2,825 New
PWPS
45
Pinnacle Wealth Planning Services
Ohio
$21K +$21.4K +2,511 New
CPIG
46
Chicago Partners Investment Group
Illinois
$20K -$10.3K -1,211 -34%
CA
47
Calton & Associates
Florida
$18K +$18.8K +2,200 New
First Manhattan
48
First Manhattan
New York
$16K +$350 +41 +2%
Citigroup
49
Citigroup
New York
$13K -$297K -34,754 -96%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$11K -$6.25K -732 -35%
1
2
3

MCR Hedge Fund Activity: Q4 2017 in Review

61 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2017, worth a combined $121M — down 13% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MCR positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Relative Value Partners Group, cutting an estimated $4.17M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $121M of MFS Charter Income Trust stock for Q4 2017, down 13% quarter-over-quarter.
  • 11 funds opened new MFS Charter Income Trust positions in Q4 2017 and 7 closed out, a net change of +4 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2017 was Morgan Stanley, an estimated $1.6M added.
  • The largest MFS Charter Income Trust seller in Q4 2017 was Relative Value Partners Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2017.