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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $118M invested in MFS Charter Income Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 61 → 62 (+1)

0.33% less ownership

Funds ownership: 29.58% → 29.26% (-0.33%)

2% less capital invested

Capital invested by funds: $121M → $118M (-$2.23M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PVWM
Point View Wealth Management
New Jersey
+$1.21M
2
CF
Centaurus Financial
California
+$454K
3
PPA
Parametric Portfolio Associates
Washington
+$387K
4
DAS
Dynamic Advisor Solutions
Arizona
+$229K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$172K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$1.57M
2
LCM
Laurion Capital Management
New York
-$804K
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$721K
4
RCM
Rivernorth Capital Management
Florida
-$344K
5
SCM
Saba Capital Management
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Laurion Capital Management
New York
$264K -$804K -97,472 -75%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$229K +$34.4K +4,165 +17%
DAS
28
Dynamic Advisor Solutions
Arizona
$226K +$229K +27,821 New
DA
29
Doliver Advisors
Texas
$216K +$29.2K +3,543 +15%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$214K +$98.5K +11,942 +83%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$205K +$17.1K +2,076 +9%
FNT
32
First Nebraska Trust
Nebraska
$163K – – –
LPL Financial
33
LPL Financial
California
$149K +$151K +18,347 New
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$129K +$111K +13,409 +534%
FAAS
35
First Allied Advisory Services
California
$128K +$429 +52 +0.3%
MOS
36
MGO One Seven
Ohio
$112K +$7.48K +907 +7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$100K +$102K +12,314 New
PTC
38
Philadelphia Trust Company
Pennsylvania
$97K – – –
WS
39
Wedbush Securities
California
$90K – – –
RPA
40
Rock Point Advisors
Vermont
$89K – – –
MRCM
41
M&R Capital Management
New Jersey
$81K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$59K +$6.6K +800 +12%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$41K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$40K – – –
FCMT
45
Founders Capital Management (Texas)
Texas
$38K -$8.79K -1,065 -19%
LIA
46
LS Investment Advisors
Michigan
$23K – – –
CPIG
47
Chicago Partners Investment Group
Illinois
$19K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$18K -$31.3K -3,800 -63%
First Manhattan
49
First Manhattan
New York
$15K +$355 +43 +2%
Citigroup
50
Citigroup
New York
$13K +$445 +54 +4%
1
2
3

MCR Hedge Fund Activity: Q1 2018 in Review

62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2018, worth a combined $118M — down 1.8% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Point View Wealth Management, opening a new position worth an estimated $1.21M. The largest seller was Relative Value Partners Group, cutting an estimated $1.57M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2018, up from 61 in Q4 2017.
  • Funds reported $118M of MFS Charter Income Trust stock for Q1 2018, down 1.8% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q1 2018 and 6 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2018 was Point View Wealth Management, an estimated $1.21M added.
  • The largest MFS Charter Income Trust seller in Q1 2018 was Relative Value Partners Group, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2018.