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MCR

MFS Charter Income Trust
MCR

Delisted

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

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70 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

2% less capital invested

Capital invested by funds: $105M → $103M (-$1.76M)

2.65% less ownership

Funds ownership: 29.95% → 27.3% (-2.7%)

5% less funds holding

Funds holding: 74 → 70 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.41M
2
SFS
Shaker Financial Services
Virginia
+$1.43M
3
1CP
1607 Capital Partners
Virginia
+$758K
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$414K
5
PPA
Parametric Portfolio Associates
Washington
+$260K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.55M
2
RCM
Rivernorth Capital Management
Florida
-$4.52M
3
Wells Fargo
Wells Fargo
California
-$3.99M
4
CRC
Curi RMB Capital
Illinois
-$869K
5
CCP
Clough Capital Partners
Massachusetts
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$347K -$235K -30,488 -41%
SWM
27
SeaCrest Wealth Management
New York
$308K -$44.6K -5,781 -13%
AG
28
Advisor Group
Arizona
$299K +$14.4K +1,865 +5%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$254K -$31.2K -4,045 -11%
DAS
30
Dynamic Advisor Solutions
Arizona
$232K +$14.7K +1,907 +7%
GHAM
31
Gilman Hill Asset Management
Connecticut
$230K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$227K +$11.9K +1,548 +6%
Millennium Management
33
Millennium Management
New York
$181K +$177K +22,958 New
PAS
34
Park Avenue Securities
New York
$179K +$174K +22,600 New
FIA
35
FNY Investment Advisers
New York
$170K +$166K +21,553 New
FNT
36
First Nebraska Trust
Nebraska
$158K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$133K +$13.6K +1,768 +12%
CF
38
Centaurus Financial
California
$123K +$1.4K +181 +23%
MOS
39
MGO One Seven
Ohio
$122K +$4.21K +545 +4%
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$121K +$38.9K +5,036 +49%
FAAS
41
First Allied Advisory Services
California
$118K +$309 +40 +0.3%
KLI
42
Kelman-Lazarov Inc
Tennessee
$110K -$387K -50,139 -78%
COLIM
43
City of London Investment Management
United Kingdom
$107K +$104K +13,510 New
PTC
44
Philadelphia Trust Company
Pennsylvania
$95K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$88K -$15.4K -2,000 -15%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$88K +$86.1K +11,157 New
WA
47
Waverly Advisors
Alabama
$87K – – –
RPA
48
Rock Point Advisors
Vermont
$86K – – –
Citigroup
49
Citigroup
New York
$40K +$25.9K +3,351 +199%
PB
50
Pinnacle Bancorp
Nebraska
$25K – – –
1
2
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MCR Hedge Fund Activity: Q1 2019 in Review

70 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2019, worth a combined $103M — down 1.7% from $105M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MCR and 8 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.41M. The largest seller was Morgan Stanley, cutting an estimated $5.55M.

  • 70 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2019, down from 74 in Q4 2018.
  • Funds reported $103M of MFS Charter Income Trust stock for Q1 2019, down 1.7% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q1 2019 and 11 closed out, a net change of -3 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2019 was Sit Investment Associates, an estimated $4.41M added.
  • The largest MFS Charter Income Trust seller in Q1 2019 was Morgan Stanley, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2019.