MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
74 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
9% more funds holding
Funds holding: 68 → 74 (+6)
1.05% more ownership
Funds ownership: 28.9% → 29.95% (+1.1%)
1% less capital invested
Capital invested by funds: $107M → $105M (-$1.5M)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.64M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.55M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$812K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$759K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$2.39M |
| 2 |
Morgan Stanley
New York
|
-$1.31M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$964K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$662K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$419K |
MCR Hedge Fund Activity: Q4 2018 in Review
74 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2018, worth a combined $105M — down 1.4% from $107M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MCR positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 25 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.64M. The largest seller was Relative Value Partners Group, cutting an estimated $2.39M.
- 74 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2018, up from 68 in Q3 2018.
- Funds reported $105M of MFS Charter Income Trust stock for Q4 2018, down 1.4% quarter-over-quarter.
- 13 funds opened new MFS Charter Income Trust positions in Q4 2018 and 7 closed out, a net change of +6 holders.
- The largest MFS Charter Income Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $2.64M added.
- The largest MFS Charter Income Trust seller in Q4 2018 was Relative Value Partners Group, an estimated $2.39M sold.
Based on aggregated 13F filings for Q4 2018.