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MCR

MFS Charter Income Trust
MCR

Delisted

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

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70 hedge funds and large institutions have $176M invested in MFS Charter Income Trust in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

13% more funds holding

Funds holding: 62 → 70 (+8)

9% more capital invested

Capital invested by funds: $162M → $176M (+$14.7M)

2.82% more ownership

Funds ownership: 31.96% → 34.78% (+2.8%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.17M
2
SCM
Saba Capital Management
New York
+$3.12M
3
SFS
Shaker Financial Services
Virginia
+$1.98M
4
KSCM
Kamunting Street Capital Management
Florida
+$1.26M
5
RVP
Relative Value Partners
Illinois
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.21M
2
WAM
Wolverine Asset Management
Illinois
-$494K
3
DA
Doliver Advisors
Texas
-$365K
4
GC
Guggenheim Capital
Illinois
-$314K
5
KFS
KMS Financial Services
Washington
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
WFG Advisors
Texas
$31K +$386 +42 +1%
MFS
52
MSI Financial Services
Massachusetts
$30K +$212 +23 +0.7%
Creative Planning
53
Creative Planning
Kansas
$27K – – –
LIA
54
LS Investment Advisors
Michigan
$26K – – –
Citigroup
55
Citigroup
New York
$24K -$2.33K -253 -9%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$21K – – –
Ameriprise
57
Ameriprise
Minnesota
$19K -$6.44K -700 -25%
NFG
58
Next Financial Group
Texas
$19K +$19.4K +2,112 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$15K -$135K -14,677 -90%
First Manhattan
60
First Manhattan
New York
$13K +$212 +23 +2%
PMFA
61
Plante Moran Financial Advisors
Michigan
$11K +$11K +1,198 New
NSIM
62
North Star Investment Management
Illinois
$5K -$4.14K -450 -45%
BC
63
Bartlett & Co
Ohio
$5K – – –
RFA
64
Reilly Financial Advisors
California
$5K – – –
US Bancorp
65
US Bancorp
Minnesota
$4K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$4K +$3.68K +400 New
AA
67
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
68
Peoples Financial Services Corp
Pennsylvania
$3K – – –
DAM
69
Delta Asset Management
Tennessee
$2K – – –
GI
70
Gradient Investments
Minnesota
$2K – – –
CFA
71
Carroll Financial Associates
North Carolina
$1K – – –
KFS
72
KMS Financial Services
Washington
– -$143K -15,631 Closed
CA
73
CapWealth Advisors
Tennessee
– -$11K -1,200 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2014 in Review

70 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2014, worth a combined $176M — up 9.1% from $162M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCR positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.17M. The largest seller was Morgan Stanley, cutting an estimated $3.21M.

  • 70 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2014, up from 62 in Q1 2014.
  • Funds reported $176M of MFS Charter Income Trust stock for Q2 2014, up 9.1% quarter-over-quarter.
  • 10 funds opened new MFS Charter Income Trust positions in Q2 2014 and 2 closed out, a net change of +8 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2014 was Rivernorth Capital Management, an estimated $4.17M added.
  • The largest MFS Charter Income Trust seller in Q2 2014 was Morgan Stanley, an estimated $3.21M sold.

Based on aggregated 13F filings for Q2 2014.