MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
65 hedge funds and large institutions have $172M invested in MFS Charter Income Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 10 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
1.13% more ownership
Funds ownership: 34.78% → 35.91% (+1.1%)
2% less capital invested
Capital invested by funds: $176M → $172M (-$4.14M)
7% less funds holding
Funds holding: 70 → 65 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$3.35M |
| 2 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$2.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.38M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.17M |
| 5 |
IT
Independence Trust
Franklin,
Tennessee
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Assured Investment Management
New York
|
-$3.98M |
| 2 |
Barclays
London,
United Kingdom
|
-$946K |
| 3 |
Morgan Stanley
New York
|
-$843K |
| 4 |
Goldman Sachs
New York
|
-$801K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$783K |
MCR Hedge Fund Activity: Q3 2014 in Review
65 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2014, worth a combined $172M — down 2.3% from $176M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MCR and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 23 added.
The largest buyer was Saba Capital Management, adding an estimated $3.35M. The largest seller was Assured Investment Management, cutting an estimated $3.98M.
- 65 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2014, down from 70 in Q2 2014.
- Funds reported $172M of MFS Charter Income Trust stock for Q3 2014, down 2.3% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q3 2014 and 10 closed out, a net change of -5 holders.
- The largest MFS Charter Income Trust buyer in Q3 2014 was Saba Capital Management, an estimated $3.35M added.
- The largest MFS Charter Income Trust seller in Q3 2014 was Assured Investment Management, an estimated $3.98M sold.
Based on aggregated 13F filings for Q3 2014.