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MCR

MFS Charter Income Trust
MCR

Delisted

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

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67 hedge funds and large institutions have $147M invested in MFS Charter Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 66 → 67 (+1)

3% more capital invested

Capital invested by funds: $143M → $147M (+$4.8M)

0.84% more ownership

Funds ownership: 28.57% → 29.41% (+0.84%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$7.49M
2
RVP
Relative Value Partners
Illinois
+$2.87M
3
Wells Fargo
Wells Fargo
California
+$2.56M
4
1CP
1607 Capital Partners
Virginia
+$1.66M
5
WAM
Wolverine Asset Management
Illinois
+$725K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.75M
2
GC
Guggenheim Capital
Illinois
-$1.22M
3
SFS
Shaker Financial Services
Virginia
-$851K
4
MAM
Meeder Asset Management
Ohio
-$794K
5
DA
Doliver Advisors
Texas
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$43K -$7.79K -870 -15%
FMII
52
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
Ameriprise
53
Ameriprise
Minnesota
$36K -$8.06K -900 -19%
MFS
54
MSI Financial Services
Massachusetts
$29K +$197 +22 +0.7%
WA
55
WFG Advisors
Texas
$29K +$358 +40 +1%
Creative Planning
56
Creative Planning
Kansas
$26K +$17K +1,897 +189%
LIA
57
LS Investment Advisors
Michigan
$25K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$20K -$17.9K -2,000 -47%
DADC
59
D.A. Davidson & Co
Montana
$14K +$14.3K +1,600 New
First Manhattan
60
First Manhattan
New York
$12K +$197 +22 +2%
CA
61
CapWealth Advisors
Tennessee
$11K – – –
CFA
62
Carroll Financial Associates
North Carolina
$10K – – –
BC
63
Bartlett & Co
Ohio
$5K -$19.5K -2,175 -79%
RFA
64
Reilly Financial Advisors
California
$5K – – –
AA
65
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
66
Peoples Financial Services Corp
Pennsylvania
$3K +$2.69K +300 New
DAM
67
Delta Asset Management
Tennessee
$2K – – –
MRCM
68
M&R Capital Management
New Jersey
$581 – – –
VKH
69
Virtu KCG Holdings
New York
– -$167K -18,623 Closed
AR
70
Advisory Research
Illinois
– -$167K -18,575 Closed
FAAM
71
First Allied Asset Management
California
– -$152K -17,171 Closed
UB
72
UMB Bank
Missouri
– -$134 -15,000 Closed
PTC
73
Philadelphia Trust Company
Pennsylvania
– -$107K -12,000 Closed
MCM
74
Maryland Capital Management
Maryland
– -$89K -10,000 Closed
PP
75
Palladium Partners
Virginia
– -$18K -2,050 Closed
1 2
3
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MCR Hedge Fund Activity: Q4 2013 in Review

67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2013, worth a combined $147M — up 3.4% from $143M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCR positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.49M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.

  • 67 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2013, up from 66 in Q3 2013.
  • Funds reported $147M of MFS Charter Income Trust stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 12 funds opened new MFS Charter Income Trust positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2013 was Saba Capital Management, an estimated $7.49M added.
  • The largest MFS Charter Income Trust seller in Q4 2013 was Morgan Stanley, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2013.