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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 $90.6M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $81.5M → $90.6M (+$9.08M)

0.85% more ownership

Funds ownership: 24.38% → 25.23% (+0.85%)

9% less funds holding

Funds holding: 68 → 62 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
17
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$10.4M
2
Wells Fargo
Wells Fargo
California
+$1.99M
3
Morgan Stanley
Morgan Stanley
New York
+$1.62M
4
BlackRock
BlackRock
New York
+$829K
5
CF
Centaurus Financial
California
+$646K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$4.47M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.15M
3
SCM
Saba Capital Management
New York
-$1.81M
4
RVPG
Relative Value Partners Group
-$1.63M
5
Invesco
Invesco
Georgia
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$249K -$53.1K -6,677 -18%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$176K +$9.72K +1,223 +6%
PAS
28
Park Avenue Securities
New York
$176K +$176K +22,115 New
MOS
29
MGO One Seven
Ohio
$175K +$36.2K +4,559 +26%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$144K -$11.3K -1,420 -7%
IAIM
31
International Assets Investment Management
Florida
$142K – – –
FNT
32
First Nebraska Trust
Nebraska
$138K -$15.9K -2,000 -10%
Jane Street
33
Jane Street
New York
$119K +$119K +14,929 New
LCM
34
Leisure Capital Management
California
$119K +$119K +15,000 New
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$118K +$19.7K +2,481 +20%
WS
36
Wedbush Securities
California
$103K -$3.97K -500 -4%
HF
37
HRT Financial
New York
$97K +$97.3K +12,241 New
PTC
38
Philadelphia Trust Company
Pennsylvania
$95K – – –
WA
39
Waverly Advisors
Alabama
$95K – – –
RPA
40
Rock Point Advisors
Vermont
$87K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$83K +$1.35K +170 +2%
Creative Planning
42
Creative Planning
Kansas
$82K – – –
HNB
43
Huntington National Bank
Ohio
$66K – – –
Citigroup
44
Citigroup
New York
$65K -$2.25K -283 -3%
APWA
45
Atlas Private Wealth Advisors
New Jersey
$48K +$47.7K +6,000 New
GI
46
Gradient Investments
Minnesota
$35K +$35K +4,400 New
GC
47
Grace Capital
Massachusetts
$24K – – –
PAG
48
Private Advisor Group
New Jersey
$24K +$24K +3,025 New
BCWM
49
Bartlett & Co Wealth Management
Ohio
$22.3K – – –
BC
50
Bartlett & Co
Ohio
$22K – – –
1
2
3 4

MCR Hedge Fund Activity: Q2 2020 in Review

62 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2020, worth a combined $90.6M — up 11% from $81.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MCR and 9 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, adding an estimated $10.4M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $4.47M sold.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2020, down from 68 in Q1 2020.
  • Funds reported $90.6M of MFS Charter Income Trust stock for Q2 2020, up 11% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q2 2020 and 15 closed out, a net change of -6 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2020 was Sit Investment Associates, an estimated $10.4M added.
  • The largest MFS Charter Income Trust seller in Q2 2020 was 1607 Capital Partners, an estimated $4.47M sold.

Based on aggregated 13F filings for Q2 2020.