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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 $96.1M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more funds holding

Funds holding: 61 → 66 (+5)

0.69% less ownership

Funds ownership: 25.97% → 25.28% (-0.69%)

1% less capital invested

Capital invested by funds: $97.4M → $96.1M (-$1.31M)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.34M
2
SFS
Shaker Financial Services
Virginia
+$597K
3
PPA
Parametric Portfolio Associates
Washington
+$296K
4
SIA
Sit Investment Associates
Minnesota
+$225K
5
MOS
MGO One Seven
Ohio
+$138K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$3.14M
2
1CP
1607 Capital Partners
Virginia
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$1.64M
4
LCM
Landscape Capital Management
New Jersey
-$803K
5
Jane Street
Jane Street
New York
-$90K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$334K +$2.2K +264 +0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$301K +$101K +12,175 +52%
SWM
28
SeaCrest Wealth Management
New York
$299K -$36.2K -4,343 -11%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$264K – – –
AG
30
Advisor Group
Arizona
$260K -$14.7K -1,769 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$253K -$15.9K -1,906 -6%
GHAM
32
Gilman Hill Asset Management
Connecticut
$245K – – –
PAS
33
Park Avenue Securities
New York
$200K +$28.8K +3,455 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$172K -$491 -59 -0.3%
FNT
35
First Nebraska Trust
Nebraska
$169K – – –
MOS
36
MGO One Seven
Ohio
$139K +$138K +16,530 New
WS
37
Wedbush Securities
California
$113K +$112K +13,458 New
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$107K -$9.09K -1,091 -8%
FAAS
39
First Allied Advisory Services
California
$102K -$30.9K -3,708 -23%
PTC
40
Philadelphia Trust Company
Pennsylvania
$101K – – –
LCM
41
Landscape Capital Management
New Jersey
$99K -$803K -96,364 -89%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$99K +$13.3K +1,595 +16%
WA
43
Waverly Advisors
Alabama
$94K – – –
RPA
44
Rock Point Advisors
Vermont
$92K – – –
Creative Planning
45
Creative Planning
Kansas
$87K +$1.67K +200 +2%
FIA
46
FNY Investment Advisers
New York
$77K +$76.6K +9,194 New
HNB
47
Huntington National Bank
Ohio
$70K – – –
Citigroup
48
Citigroup
New York
$68K +$40.7K +4,888 +154%
GC
49
Grace Capital
Massachusetts
$25K +$25K +3,000 New
LIA
50
LS Investment Advisors
Michigan
$24K – – –
1
2
3

MCR Hedge Fund Activity: Q4 2019 in Review

66 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2019, worth a combined $96.1M — down 1.3% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.34M. The largest seller was Relative Value Partners Group, cutting an estimated $3.14M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2019, up from 61 in Q3 2019.
  • Funds reported $96.1M of MFS Charter Income Trust stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2019 was Thomas J. Herzfeld Advisors, an estimated $1.34M added.
  • The largest MFS Charter Income Trust seller in Q4 2019 was Relative Value Partners Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2019.