We are live on ! Find out more
MCR

MFS Charter Income Trust
MCR

Delisted

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

Back to rankings

64 hedge funds and large institutions have $171M invested in MFS Charter Income Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $167M → $171M (+$3.83M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1.09% less ownership

Funds ownership: 40.35% → 39.26% (-1.1%)

2% less funds holding

Funds holding: 65 → 64 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
21
Reduced
15
Closed
10
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$7.62M
2
1CP
1607 Capital Partners
Virginia
+$3.27M
3
LCM
Laurion Capital Management
New York
+$1.1M
4
RJA
Raymond James & Associates
Florida
+$776K
5
RVPG
Relative Value Partners Group
+$672K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$9.42M
2
Wells Fargo
Wells Fargo
California
-$6.98M
3
FIMG
Financial & Investment Management Group
Michigan
-$3.35M
4
SFS
Shaker Financial Services
Virginia
-$1.27M
5
ST
Sentinel Trust
Texas
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$29K – – –
KF
52
Krilogy Financial
Missouri
$28K – – –
LIA
53
LS Investment Advisors
Michigan
$23K – – –
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$17K +$2.96K +379 +22%
First Manhattan
55
First Manhattan
New York
$13K +$288 +37 +2%
BC
56
Bartlett & Co
Ohio
$5K – – –
GWM
57
Geneos Wealth Management
Colorado
$5K +$5.19K +666 New
NSIM
58
North Star Investment Management
Illinois
$4K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$4K +$3.52K +452 New
CFA
60
Carroll Financial Associates
North Carolina
$4K +$4.56K +585 New
DAM
61
Delta Asset Management
Tennessee
$2K – – –
PFSC
62
Peoples Financial Services Corp
Pennsylvania
$2K – – –
NFG
63
Next Financial Group
Texas
$1K – – –
PCM
64
Penserra Capital Management
California
$4 -$374 -48 -8%
ST
65
Sentinel Trust
Texas
– -$792K -103,990 Closed
DA
66
Doliver Advisors
Texas
– -$661K -86,759 Closed
WAM
67
Weiss Asset Management
Massachusetts
– -$328K -43,005 Closed
TC
68
TFS Capital
Pennsylvania
– -$206K -27,094 Closed
AA
69
Ancora Advisors
Ohio
– -$190K -25,000 Closed
PFS
70
Prospera Financial Services
Texas
– -$108K -14,189 Closed
ADL
71
Asset Dedication LLC
California
– -$70K -9,200 Closed
AIA
72
Allegis Investment Advisors
Idaho
– -$15K -2,028 Closed
IA
73
IFP Advisors
Florida
– -$8K -1,012 Closed
AA
74
AlphaMark Advisors
Kentucky
– -$2K -300 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2016 in Review

64 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2016, worth a combined $171M — up 2.3% from $167M a quarter earlier.

Fund positioning in MCR was balanced in Q1 2016: 10 funds opened new positions, 10 closed out, 21 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.62M. The largest seller was UBS Group, cutting an estimated $9.42M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2016, down from 65 in Q4 2015.
  • Funds reported $171M of MFS Charter Income Trust stock for Q1 2016, up 2.3% quarter-over-quarter.
  • 10 funds opened new MFS Charter Income Trust positions in Q1 2016 and 10 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2016 was Saba Capital Management, an estimated $7.62M added.
  • The largest MFS Charter Income Trust seller in Q1 2016 was UBS Group, an estimated $9.42M sold.

Based on aggregated 13F filings for Q1 2016.