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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 $143M invested in MFS Charter Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $133M → $143M (+$9.1M)

3% more funds holding

Funds holding: 64 → 66 (+2)

2.45% more ownership

Funds ownership: 26.12% → 28.57% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVP
Relative Value Partners
Illinois
+$10.7M
2
AIM
Assured Investment Management
New York
+$3.27M
3
Wells Fargo
Wells Fargo
California
+$2.13M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$2.02M
5
1CP
1607 Capital Partners
Virginia
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.99M
2
GC
Guggenheim Capital
Illinois
-$1.49M
3
SIA
Sit Investment Associates
Minnesota
-$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$612K
5
Barclays
Barclays
United Kingdom
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$28K -$44.9K -5,077 -61%
BC
52
Bartlett & Co
Ohio
$25K – – –
LIA
53
LS Investment Advisors
Michigan
$25K – – –
PP
54
Palladium Partners
Virginia
$18K – – –
US Bancorp
55
US Bancorp
Minnesota
$18K – – –
First Manhattan
56
First Manhattan
New York
$12K +$195 +22 +2%
CA
57
CapWealth Advisors
Tennessee
$11K – – –
CFA
58
Carroll Financial Associates
North Carolina
$10K – – –
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$10K – – –
Creative Planning
60
Creative Planning
Kansas
$9K +$4.45K +503 +101%
TRCT
61
Tower Research Capital (TRC)
New York
$9K +$9.05K +1,023 New
RFA
62
Reilly Financial Advisors
California
$4K – – –
AA
63
AlphaMark Advisors
Kentucky
$3K – – –
PFS
64
Penseco Financial Services
Pennsylvania
$3K – – –
DAM
65
Delta Asset Management
Tennessee
$2K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2K – – –
UB
67
UMB Bank
Missouri
$134 – – –
TC
68
TFS Capital
Pennsylvania
– -$517K -55,871 Closed
OFG
69
OTA Financial Group
New York
– -$415K -44,890 Closed
Rafferty Asset Management
70
Rafferty Asset Management
New York
– -$195K -21,028 Closed
PP
71
Paloma Partners
Connecticut
– -$105K -11,300 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$32K -3,500 Closed
GI
73
Gradient Investments
Minnesota
– -$8K -854 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2013 in Review

66 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2013, worth a combined $143M — up 6.8% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $10.7M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2013, up from 64 in Q2 2013.
  • Funds reported $143M of MFS Charter Income Trust stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q3 2013 and 6 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2013 was Relative Value Partners, an estimated $10.7M added.
  • The largest MFS Charter Income Trust seller in Q3 2013 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q3 2013.