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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 $81.5M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 66 → 68 (+2)

0.9% less ownership

Funds ownership: 25.28% → 24.38% (-0.9%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

15% less capital invested

Capital invested by funds: $96.1M → $81.5M (-$14.6M)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.97M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Wells Fargo
Wells Fargo
California
+$1.89M
4
SIA
Sit Investment Associates
Minnesota
+$1.87M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$807K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$5.27M
2
RVPG
Relative Value Partners Group
-$2.97M
3
SFS
Shaker Financial Services
Virginia
-$1.77M
4
Morgan Stanley
Morgan Stanley
New York
-$1.11M
5
GHAM
Gilman Hill Asset Management
Connecticut
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$281K +$19.7K +2,447 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$259K -$5.72K -711 -2%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$244K +$13.3K +1,649 +5%
WAM
29
Wolverine Asset Management
Illinois
$196K +$213K +26,505 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$154K +$4.31K +536 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$145K -$84.5K -10,507 -35%
FNT
32
First Nebraska Trust
Nebraska
$144K -$5.23K -650 -3%
LA
33
LexAurum Advisors
Kansas
$142K +$155K +19,217 New
Goldman Sachs
34
Goldman Sachs
New York
$140K +$152K +18,950 New
IAIM
35
International Assets Investment Management
Florida
$132K +$143K +17,800 New
MOS
36
MGO One Seven
Ohio
$129K +$7.81K +971 +6%
WS
37
Wedbush Securities
California
$100K – – –
SFS
38
Shaker Financial Services
Virginia
$98K -$1.77M -220,140 -94%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$91K -$2.99K -372 -3%
FAAS
40
First Allied Advisory Services
California
$90K -$459 -57 -0.5%
PTC
41
Philadelphia Trust Company
Pennsylvania
$89K – – –
WA
42
Waverly Advisors
Alabama
$82K – – –
RPA
43
Rock Point Advisors
Vermont
$81K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$79K -$8.06K -1,002 -9%
Creative Planning
45
Creative Planning
Kansas
$77K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$76K +$83.1K +10,330 New
NPT
47
Nixon Peabody Trust
Massachusetts
$74K +$80.5K +10,000 New
HNB
48
Huntington National Bank
Ohio
$62K – – –
Citigroup
49
Citigroup
New York
$62K +$3.33K +414 +5%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$23K +$7.26K +902 +40%
1
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MCR Hedge Fund Activity: Q1 2020 in Review

68 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2020, worth a combined $81.5M — down 15% from $96.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MCR positions and 8 closed out — a net gain of 5 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.97M. The largest seller was 1607 Capital Partners, cutting an estimated $5.27M.

  • 68 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $81.5M of MFS Charter Income Trust stock for Q1 2020, down 15% quarter-over-quarter.
  • 13 funds opened new MFS Charter Income Trust positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $1.97M added.
  • The largest MFS Charter Income Trust seller in Q1 2020 was 1607 Capital Partners, an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2020.