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MCR

MFS Charter Income Trust
MCR

Delisted

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

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63 hedge funds and large institutions have $167M invested in MFS Charter Income Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

2% less capital invested

Capital invested by funds: $171M → $167M (-$3.46M)

2% less funds holding

Funds holding: 64 → 63 (-1)

2.78% less ownership

Funds ownership: 39.26% → 36.48% (-2.8%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
17
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$9.02M
2
SIA
Sit Investment Associates
Minnesota
+$1.86M
3
Stifel Financial
Stifel Financial
Missouri
+$443K
4
KLI
Kelman-Lazarov Inc
Tennessee
+$384K
5
Invesco
Invesco
Georgia
+$363K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.7M
2
PPA
Parametric Portfolio Associates
Washington
-$4.91M
3
Morgan Stanley
Morgan Stanley
New York
-$1.94M
4
RVPG
Relative Value Partners Group
-$1.67M
5
LCM
Laurion Capital Management
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$21K +$3.06K +369 +18%
First Manhattan
52
First Manhattan
New York
$14K +$307 +37 +2%
BC
53
Bartlett & Co
Ohio
$5K – – –
GWM
54
Geneos Wealth Management
Colorado
$5K – – –
NSIM
55
North Star Investment Management
Illinois
$5K – – –
PCM
56
Penserra Capital Management
California
$5K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$5K +$5.18K +625 New
CFA
58
Carroll Financial Associates
North Carolina
$4K – – –
RFA
59
Reilly Financial Advisors
California
$4K +$4.15K +500 New
PFSC
60
Peoples Financial Services Corp
Pennsylvania
$3K – – –
AA
61
AlphaMark Advisors
Kentucky
$3K +$2.49K +300 New
DAM
62
Delta Asset Management
Tennessee
$2K – – –
NFG
63
Next Financial Group
Texas
$1K – – –
PPA
64
Parametric Portfolio Associates
Washington
– -$4.91M -603,643 Closed
COLIM
65
City of London Investment Management
United Kingdom
– -$695K -85,570 Closed
BA
66
BlackRock Advisors
Delaware
– -$440K -54,062 Closed
AIG
67
American International Group
New York
– -$322K -39,570 Closed
SFS
68
Shaker Financial Services
Virginia
– -$168K -20,620 Closed
HW
69
Hedeker Wealth
Illinois
– -$153K -18,915 Closed
VKH
70
Virtu KCG Holdings
New York
– -$125K -15,436 Closed
LWAC
71
Laurel Wealth Advisors (California)
California
– -$82K -10,060 Closed
IIM
72
Ipswich Investment Management
Massachusetts
– -$35K -4,243 Closed
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
– -$4K -452 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2016 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2016, worth a combined $167M — down 2% from $171M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MCR and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.

The largest buyer was Saba Capital Management, adding an estimated $9.02M. The largest seller was Wells Fargo, cutting an estimated $10.7M.

  • 63 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2016, down from 64 in Q1 2016.
  • Funds reported $167M of MFS Charter Income Trust stock for Q2 2016, down 2% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q2 2016 and 10 closed out, a net change of -1 holder.
  • The largest MFS Charter Income Trust buyer in Q2 2016 was Saba Capital Management, an estimated $9.02M added.
  • The largest MFS Charter Income Trust seller in Q2 2016 was Wells Fargo, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2016.