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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 $185M invested in MFS Charter Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $172M → $185M (+$12.6M)

1.24% more ownership

Funds ownership: 35.91% → 37.14% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

5% less funds holding

Funds holding: 65 → 62 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.48M
2
Wells Fargo
Wells Fargo
California
+$3.86M
3
RVP
Relative Value Partners
Illinois
+$2.84M
4
PVWM
Point View Wealth Management
New Jersey
+$621K
5
SG Americas Securities
SG Americas Securities
New York
+$537K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$8.07M
2
Morgan Stanley
Morgan Stanley
New York
-$6.54M
3
SFS
Shaker Financial Services
Virginia
-$2.28M
4
Bank of America
Bank of America
North Carolina
-$1.59M
5
DA
Doliver Advisors
Texas
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$21K – – –
MFS
52
MSI Financial Services
Massachusetts
$16K +$132 +15 +0.8%
First Manhattan
53
First Manhattan
New York
$13K +$387 +44 +3%
NFG
54
Next Financial Group
Texas
$7K -$11.8K -1,342 -64%
BC
55
Bartlett & Co
Ohio
$5K – – –
NSIM
56
North Star Investment Management
Illinois
$5K – – –
RFA
57
Reilly Financial Advisors
California
$5K – – –
US Bancorp
58
US Bancorp
Minnesota
$4K – – –
PMFA
59
Plante Moran Financial Advisors
Michigan
$3K -$7.25K -824 -69%
AA
60
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
61
Peoples Financial Services Corp
Pennsylvania
$3K – – –
DAM
62
Delta Asset Management
Tennessee
$2K – – –
DA
63
Doliver Advisors
Texas
– -$855K -96,466 Closed
Goldman Sachs
64
Goldman Sachs
New York
– -$175K -19,804 Closed
FDCC
65
Foster Dykema Cabot & Co
Massachusetts
– -$157K -17,720 Closed
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
– -$133K -14,973 Closed
AIM
67
Assured Investment Management
New York
– -$114K -12,919 Closed
VKH
68
Virtu KCG Holdings
New York
– -$113K -12,702 Closed
Ameriprise
69
Ameriprise
Minnesota
– -$38K -4,338 Closed
FANJ
70
Financial Architects (New Jersey)
New Jersey
– -$6K -638 Closed
Barclays
71
Barclays
United Kingdom
– -$3K -354 Closed
1 2
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MCR Hedge Fund Activity: Q4 2014 in Review

62 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2014, worth a combined $185M — up 7.3% from $172M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCR and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.48M. The largest seller was Saba Capital Management, cutting an estimated $8.07M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2014, down from 65 in Q3 2014.
  • Funds reported $185M of MFS Charter Income Trust stock for Q4 2014, up 7.3% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q4 2014 and 9 closed out, a net change of -1 holder.
  • The largest MFS Charter Income Trust buyer in Q4 2014 was Sit Investment Associates, an estimated $5.48M added.
  • The largest MFS Charter Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2014.