MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $182M invested in MFS Charter Income Trust in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
1.09% more ownership
Funds ownership: 37.14% → 38.23% (+1.1%)
0% more funds holding
Funds holding: 62 → 62 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less capital invested
Capital invested by funds: $185M → $182M (-$2.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.03M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.78M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$2.01M |
| 5 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$4.54M |
| 2 |
Morgan Stanley
New York
|
-$3.6M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$2.1M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.37M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.05M |
MCR Hedge Fund Activity: Q1 2015 in Review
62 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2015, worth a combined $182M — down 1.4% from $185M a quarter earlier.
Fund positioning in MCR was balanced in Q1 2015: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 13 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $6.03M. The largest seller was Saba Capital Management, cutting an estimated $4.54M.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $182M of MFS Charter Income Trust stock for Q1 2015, down 1.4% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q1 2015 and 9 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q1 2015 was Rivernorth Capital Management, an estimated $6.03M added.
- The largest MFS Charter Income Trust seller in Q1 2015 was Saba Capital Management, an estimated $4.54M sold.
Based on aggregated 13F filings for Q1 2015.