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MCR

MFS Charter Income Trust
MCR

Delisted

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

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64 hedge funds and large institutions have $133M invested in MFS Charter Income Trust in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.12% more ownership

Funds ownership: 0% → 26.12% (+26%)

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
51
Huntington National Bank
Ohio
$19K – – –
US Bancorp
52
US Bancorp
Minnesota
$19K +$19.9K +2,000 New
PP
53
Palladium Partners
Virginia
$19K +$20.4K +2,050 New
Ameriprise
54
Ameriprise
Minnesota
$19K +$20.6K +2,062 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$12K +$11.9K +1,199 New
CA
56
CapWealth Advisors
Tennessee
$11K +$12K +1,200 New
First Manhattan
57
First Manhattan
New York
$11K +$13.1K +1,319 New
CFA
58
Carroll Financial Associates
North Carolina
$10K +$11.8K +1,182 New
GI
59
Gradient Investments
Minnesota
$8K +$8.51K +854 New
Creative Planning
60
Creative Planning
Kansas
$5K +$4.98K +500 New
RFA
61
Reilly Financial Advisors
California
$5K +$4.98K +500 New
AA
62
AlphaMark Advisors
Kentucky
$3K +$2.99K +300 New
PFS
63
Penseco Financial Services
Pennsylvania
$3K +$2.99K +300 New
DAM
64
Delta Asset Management
Tennessee
$2K +$1.99K +200 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2K +$2.03K +204 New
UB
66
UMB Bank
Missouri
$139 +$149K +15,000 New
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MCR Hedge Fund Activity: Q2 2013 in Review

64 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2013, worth a combined $133M.

Buyers outnumbered sellers: 64 funds opened new MCR positions and 0 closed out — a net gain of 64 holders — while 0 added to existing stakes and 0 trimmed.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $133M of MFS Charter Income Trust stock for Q2 2013.
  • 64 funds opened new MFS Charter Income Trust positions in Q2 2013 and 0 closed out, a net change of +64 holders.

Based on aggregated 13F filings for Q2 2013.