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MCR

MFS Charter Income Trust
MCR

Delisted

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

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61 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

1.81% more ownership

Funds ownership: 38.23% → 40.05% (+1.8%)

1% more capital invested

Capital invested by funds: $182M → $184M (+$1.5M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 62 → 61 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$4.39M
2
VIA
Vident Investment Advisory
Georgia
+$4.24M
3
Wells Fargo
Wells Fargo
California
+$3.04M
4
UBS Group
UBS Group
Switzerland
+$814K
5
COLIM
City of London Investment Management
United Kingdom
+$757K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.09M
2
SCM
Saba Capital Management
New York
-$2.7M
3
DA
Doliver Advisors
Texas
-$1.01M
4
KSCM
Kamunting Street Capital Management
Florida
-$953K
5
CCP
Clough Capital Partners
Massachusetts
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$14K +$10.4K +1,180 +253%
First Manhattan
52
First Manhattan
New York
$12K +$266 +30 +2%
PTC
53
Philadelphia Trust Company
Pennsylvania
$12K +$903 +102 New
NFG
54
Next Financial Group
Texas
$6K – – –
BC
55
Bartlett & Co
Ohio
$5K – – –
NSIM
56
North Star Investment Management
Illinois
$5K – – –
RFA
57
Reilly Financial Advisors
California
$4K – – –
PAM
58
Panagora Asset Management
Massachusetts
$4K +$4.32K +488 New
AA
59
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
60
Peoples Financial Services Corp
Pennsylvania
$3K – – –
DAM
61
Delta Asset Management
Tennessee
$2K – – –
KSCM
62
Kamunting Street Capital Management
Florida
– -$953K -108,300 Closed
CCP
63
Clough Capital Partners
Massachusetts
– -$310K -35,200 Closed
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
– -$141K -16,054 Closed
First Trust Advisors
65
First Trust Advisors
Illinois
– -$117K -13,285 Closed
Creative Planning
66
Creative Planning
Kansas
– -$66K -7,504 Closed
SEI Investments
67
SEI Investments
Pennsylvania
– -$2K -250 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2015 in Review

61 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2015, worth a combined $184M — up 0.83% from $182M a quarter earlier.

Fund positioning in MCR was balanced in Q2 2015: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 7 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $5.09M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2015, down from 62 in Q1 2015.
  • Funds reported $184M of MFS Charter Income Trust stock for Q2 2015, up 0.83% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q2 2015 and 7 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2015 was Financial & Investment Management Group, an estimated $4.39M added.
  • The largest MFS Charter Income Trust seller in Q2 2015 was Morgan Stanley, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2015.