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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 $168M invested in MFS Charter Income Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 61 → 61 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.02% less ownership

Funds ownership: 40.05% → 40.02% (-0.02%)

9% less capital invested

Capital invested by funds: $184M → $168M (-$15.7M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.48M
2
RVPG
Relative Value Partners Group
+$3.41M
3
SIA
Sit Investment Associates
Minnesota
+$1.86M
4
LCM
Landscape Capital Management
New Jersey
+$292K
5
Bank of America
Bank of America
North Carolina
+$261K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.56M
2
UBS Group
UBS Group
Switzerland
-$2.4M
3
PPA
Parametric Portfolio Associates
Washington
-$805K
4
IT
Independence Trust
Tennessee
-$510K
5
RJA
Raymond James & Associates
Florida
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
51
LS Investment Advisors
Michigan
$22K – – –
CPIG
52
Chicago Partners Investment Group
Illinois
$20K – – –
US Bancorp
53
US Bancorp
Minnesota
$13K – – –
First Manhattan
54
First Manhattan
New York
$12K +$306 +37 +2%
BC
55
Bartlett & Co
Ohio
$4K – – –
NSIM
56
North Star Investment Management
Illinois
$4K – – –
RFA
57
Reilly Financial Advisors
California
$4K – – –
AA
58
AlphaMark Advisors
Kentucky
$2K – – –
DAM
59
Delta Asset Management
Tennessee
$2K – – –
PFSC
60
Peoples Financial Services Corp
Pennsylvania
$2K – – –
NFG
61
Next Financial Group
Texas
$1K -$4.77K -577 -75%
VKH
62
Virtu KCG Holdings
New York
– -$201K -23,683 Closed
OC
63
Oppenheimer & Co
New York
– -$94K -11,058 Closed
CCM
64
Coe Capital Management
Illinois
– -$84.7K -10,000 Closed
PAM
65
Panagora Asset Management
Massachusetts
– -$4K -488 Closed
PTC
66
Philadelphia Trust Company
Pennsylvania
– -$12K -102 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2015 in Review

61 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2015, worth a combined $168M — down 8.6% from $184M a quarter earlier.

Fund positioning in MCR was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.48M. The largest seller was Morgan Stanley, cutting an estimated $4.56M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $168M of MFS Charter Income Trust stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2015 was Wells Fargo, an estimated $3.48M added.
  • The largest MFS Charter Income Trust seller in Q3 2015 was Morgan Stanley, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2015.