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MCR

MFS Charter Income Trust
MCR

Delisted

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

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66 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more funds holding

Funds holding: 62 → 66 (+4)

0.1% more ownership

Funds ownership: 29.26% → 29.35% (+0.1%)

2% less capital invested

Capital invested by funds: $118M → $116M (-$1.88M)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.93M
2
LCM
Laurion Capital Management
New York
+$2.87M
3
Morgan Stanley
Morgan Stanley
New York
+$754K
4
CRC
Curi RMB Capital
Illinois
+$664K
5
Stifel Financial
Stifel Financial
Missouri
+$346K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.79M
2
Bank of America
Bank of America
North Carolina
-$1.22M
3
RCM
Rivernorth Capital Management
Florida
-$894K
4
SIA
Sit Investment Associates
Minnesota
-$751K
5
SCM
Saba Capital Management
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
26
Gilman Hill Asset Management
Connecticut
$389K -$49K -6,125 -11%
DA
27
Doliver Advisors
Texas
$387K +$178K +22,208 +83%
SWM
28
SeaCrest Wealth Management
New York
$383K +$31.1K +3,882 +9%
BCA
29
Benchmark Capital Advisors
New York
$260K -$23.2K -2,900 -8%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$245K +$21.3K +2,659 +9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$243K +$42.5K +5,316 +21%
LPL Financial
32
LPL Financial
California
$239K +$94.1K +11,765 +64%
SFS
33
Shaker Financial Services
Virginia
$224K +$226K +28,200 New
DAS
34
Dynamic Advisor Solutions
Arizona
$222K +$912 +114 +0.4%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$214K – – –
FNT
36
First Nebraska Trust
Nebraska
$159K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$142K +$44.7K +5,591 +45%
FAAS
38
First Allied Advisory Services
California
$126K -$312 -39 -0.2%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$126K -$128 -16 -0.1%
SCM
40
Saba Capital Management
New York
$105K -$695K -86,852 -87%
PTC
41
Philadelphia Trust Company
Pennsylvania
$95K – – –
WA
42
Waverly Advisors
Alabama
$87K +$88.2K +11,020 New
RPA
43
Rock Point Advisors
Vermont
$86K – – –
WS
44
Wedbush Securities
California
$82K -$6.2K -775 -7%
MRCM
45
M&R Capital Management
New Jersey
$79K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$52K -$6.4K -800 -11%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$40K – – –
MFBTD
48
MB Financial Bank - Trust Department
Illinois
$26K +$26.4K +3,305 New
LIA
49
LS Investment Advisors
Michigan
$22K – – –
CPIG
50
Chicago Partners Investment Group
Illinois
$22K +$2.65K +331 +14%
1
2
3

MCR Hedge Fund Activity: Q2 2018 in Review

66 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2018, worth a combined $116M — down 1.6% from $118M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $2.93M. The largest seller was Wells Fargo, cutting an estimated $2.79M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $116M of MFS Charter Income Trust stock for Q2 2018, down 1.6% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2018 was BlackRock, an estimated $2.93M added.
  • The largest MFS Charter Income Trust seller in Q2 2018 was Wells Fargo, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2018.