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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 $99.5M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $103M → $99.5M (-$3.96M)

1.82% less ownership

Funds ownership: 27.3% → 25.48% (-1.8%)

11% less funds holding

Funds holding: 70 → 62 (-8)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$951K
2
1CP
1607 Capital Partners
Virginia
+$773K
3
Invesco
Invesco
Georgia
+$598K
4
Morgan Stanley
Morgan Stanley
New York
+$581K
5
LPL Financial
LPL Financial
California
+$287K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.89M
2
RVPG
Relative Value Partners Group
-$1.65M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.65M
4
SFS
Shaker Financial Services
Virginia
-$1.08M
5
WAM
Wolverine Asset Management
Illinois
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$341K +$22.6K +2,839 +7%
AG
27
Advisor Group
Arizona
$292K -$15.9K -2,000 -5%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$275K +$13K +1,630 +5%
DAS
29
Dynamic Advisor Solutions
Arizona
$252K +$12.1K +1,517 +5%
GHAM
30
Gilman Hill Asset Management
Connecticut
$237K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$184K -$49.5K -6,226 -22%
FNT
32
First Nebraska Trust
Nebraska
$163K – – –
FAAS
33
First Allied Advisory Services
California
$158K +$36K +4,528 +31%
WAM
34
Wolverine Asset Management
Illinois
$146K -$811K -101,985 -85%
MOS
35
MGO One Seven
Ohio
$129K +$2.33K +293 +2%
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$122K -$2.39K -300 -2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$106K -$30K -3,767 -23%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$103K +$12K +1,511 +14%
PTC
39
Philadelphia Trust Company
Pennsylvania
$98K – – –
WA
40
Waverly Advisors
Alabama
$90K – – –
RPA
41
Rock Point Advisors
Vermont
$89K – – –
Creative Planning
42
Creative Planning
Kansas
$83K +$80.7K +10,139 New
FIA
43
FNY Investment Advisers
New York
$36K -$136K -17,078 -79%
Citigroup
44
Citigroup
New York
$29K -$11.6K -1,462 -29%
PB
45
Pinnacle Bancorp
Nebraska
$26K – – –
LIA
46
LS Investment Advisors
Michigan
$23K – – –
EIP
47
Ellis Investment Partners
Pennsylvania
$20K +$20.3K +2,548 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$19K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$18K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$17K – – –
1
2
3

MCR Hedge Fund Activity: Q2 2019 in Review

62 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2019, worth a combined $99.5M — down 3.8% from $103M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MCR and 3 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Centaurus Financial, adding an estimated $951K. The largest seller was BlackRock, exiting entirely with an estimated $2.89M sold.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2019, down from 70 in Q1 2019.
  • Funds reported $99.5M of MFS Charter Income Trust stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 3 funds opened new MFS Charter Income Trust positions in Q2 2019 and 10 closed out, a net change of -7 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2019 was Centaurus Financial, an estimated $951K added.
  • The largest MFS Charter Income Trust seller in Q2 2019 was BlackRock, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2019.