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MCR

MFS Charter Income Trust
MCR

Delisted

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

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68 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 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

3% more funds holding

Funds holding: 66 → 68 (+2)

0.45% less ownership

Funds ownership: 29.35% → 28.9% (-0.45%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.72M)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$788K
2
LCM
Landscape Capital Management
New Jersey
+$225K
3
LPL Financial
LPL Financial
California
+$214K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$107K
5
Invesco
Invesco
Georgia
+$89.1K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$2.4M
2
Wells Fargo
Wells Fargo
California
-$1.29M
3
SIA
Sit Investment Associates
Minnesota
-$1M
4
KLI
Kelman-Lazarov Inc
Tennessee
-$944K
5
CF
Centaurus Financial
California
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$368K -$6.33K -807 -2%
AG
27
Advisor Group
Arizona
$345K -$92.2K -11,750 -21%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$282K +$42.6K +5,430 +18%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$263K +$26K +3,309 +11%
BCA
30
Benchmark Capital Advisors
New York
$250K -$3.92K -500 -2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$227K +$24.3K +3,092 +12%
DAS
32
Dynamic Advisor Solutions
Arizona
$218K +$910 +116 +0.4%
FNT
33
First Nebraska Trust
Nebraska
$156K – – –
SFS
34
Shaker Financial Services
Virginia
$146K -$73.3K -9,350 -33%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$141K +$2.56K +326 +2%
FAAS
36
First Allied Advisory Services
California
$120K -$196 -25 -0.2%
MOS
37
MGO One Seven
Ohio
$115K +$116K +14,826 New
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$105K -$18.4K -2,344 -15%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$105K +$107K +13,580 New
PTC
40
Philadelphia Trust Company
Pennsylvania
$93K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$90K +$39.9K +5,093 +78%
WA
42
Waverly Advisors
Alabama
$86K – – –
RPA
43
Rock Point Advisors
Vermont
$85K – – –
SIA
44
Starfire Investment Advisers
Michigan
$81K +$82K +10,450 New
WS
45
Wedbush Securities
California
$80K – – –
MRCM
46
M&R Capital Management
New Jersey
$77K – – –
CPIG
47
Chicago Partners Investment Group
Illinois
$67K +$48.6K +6,196 +227%
Citigroup
48
Citigroup
New York
$51K +$34.1K +4,352 +196%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$25K -$14K -1,790 -35%
LIA
50
LS Investment Advisors
Michigan
$22K – – –
1
2
3

MCR Hedge Fund Activity: Q3 2018 in Review

68 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2018, worth a combined $107M — down 8.3% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $788K. The largest seller was Laurion Capital Management, cutting an estimated $2.4M.

  • 68 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2018, up from 66 in Q2 2018.
  • Funds reported $107M of MFS Charter Income Trust stock for Q3 2018, down 8.3% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q3 2018 and 6 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2018 was Wolverine Asset Management, an estimated $788K added.
  • The largest MFS Charter Income Trust seller in Q3 2018 was Laurion Capital Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2018.