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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 $162M invested in MFS Charter Income Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

10% more capital invested

Capital invested by funds: $147M → $162M (+$14.4M)

2.55% more ownership

Funds ownership: 29.41% → 31.96% (+2.5%)

7% less funds holding

Funds holding: 67 → 62 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.86M
2
RCM
Rivernorth Capital Management
Florida
+$2.03M
3
SIA
Sit Investment Associates
Minnesota
+$1.91M
4
RCM
Robinson Capital Management
Michigan
+$1.1M
5
Wells Fargo
Wells Fargo
California
+$919K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.6M
2
KIM
Karpus Investment Management
New York
-$690K
3
SFS
Shaker Financial Services
Virginia
-$593K
4
PI
Placemark Investments
Illinois
-$586K
5
GC
Guggenheim Capital
Illinois
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$25K -$10.9K -1,200 -30%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$21K – – –
First Manhattan
53
First Manhattan
New York
$12K +$200 +22 +2%
CA
54
CapWealth Advisors
Tennessee
$11K – – –
NSIM
55
North Star Investment Management
Illinois
$9K +$9.07K +1,000 New
BC
56
Bartlett & Co
Ohio
$5K – – –
RFA
57
Reilly Financial Advisors
California
$5K – – –
US Bancorp
58
US Bancorp
Minnesota
$4K +$4.24K +467 New
AA
59
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
60
Peoples Financial Services Corp
Pennsylvania
$3K – – –
DAM
61
Delta Asset Management
Tennessee
$2K – – –
GI
62
Gradient Investments
Minnesota
$2K +$1.81K +200 New
CFA
63
Carroll Financial Associates
North Carolina
$1K -$9.92K -1,094 -93%
KIM
64
Karpus Investment Management
New York
– -$690K -76,270 Closed
SFS
65
Shaker Financial Services
Virginia
– -$593K -65,533 Closed
PI
66
Placemark Investments
Illinois
– -$586K -64,692 Closed
PP
67
Paloma Partners
Connecticut
– -$472K -52,119 Closed
SG Americas Securities
68
SG Americas Securities
New York
– -$317K -35,012 Closed
MAM
69
Meeder Asset Management
Ohio
– -$122K -13,485 Closed
FAAS
70
First Allied Advisory Services
California
– -$113K -12,427 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$105K -11,612 Closed
ONB
72
Old National Bancorp
Indiana
– -$102K -11,305 Closed
MA
73
MUFG Americas
New York
– -$54K -5,967 Closed
DADC
74
D.A. Davidson & Co
Montana
– -$14K -1,600 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2014 in Review

62 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2014, worth a combined $162M — up 9.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MCR and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 26 added.

The largest buyer was Saba Capital Management, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $2.6M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2014, down from 67 in Q4 2013.
  • Funds reported $162M of MFS Charter Income Trust stock for Q1 2014, up 9.8% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q1 2014 and 11 closed out, a net change of -5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2014 was Saba Capital Management, an estimated $8.86M added.
  • The largest MFS Charter Income Trust seller in Q1 2014 was Morgan Stanley, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2014.