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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 $156M invested in MFS Charter Income Trust in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $163M → $156M (-$6.38M)

1.78% less ownership

Funds ownership: 36.73% → 34.95% (-1.8%)

5% less funds holding

Funds holding: 64 → 61 (-3)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.9M
2
SFS
Shaker Financial Services
Virginia
+$1.14M
3
KLI
Kelman-Lazarov Inc
Tennessee
+$470K
4
Invesco
Invesco
Georgia
+$251K
5
WS
Wedbush Securities
California
+$180K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$6.39M
2
RCM
Rivernorth Capital Management
Florida
-$1.74M
3
LCM
Landscape Capital Management
New Jersey
-$1.34M
4
RVPG
Relative Value Partners Group
-$1.04M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$12K – – –
PCM
52
Penserra Capital Management
California
$11K +$3.49K +407 +46%
BC
53
Bartlett & Co
Ohio
$5K – – –
NSIM
54
North Star Investment Management
Illinois
$5K – – –
RFA
55
Reilly Financial Advisors
California
$4K – – –
AA
56
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
57
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SEI Investments
58
SEI Investments
Pennsylvania
$3K – – –
US Bancorp
59
US Bancorp
Minnesota
$3K – – –
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$2.37K +$2.36K +275 New
NFG
61
Next Financial Group
Texas
$2K -$10.6K -1,237 -87%
PCM
62
Pointe Capital Management
Michigan
– -$586K -68,800 Closed
IECM
63
Intrinsic Edge Capital Management
Illinois
– -$341K -40,000 Closed
GEM
64
Global Endowment Management
North Carolina
– -$170K -20,000 Closed
GC
65
Guggenheim Capital
Illinois
– -$94K -11,054 Closed
FPB
66
First PREMIER Bank
South Dakota
– -$29K -3,358 Closed
IA
67
IFP Advisors
Florida
– -$15K -1,800 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2017 in Review

61 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2017, worth a combined $156M — down 3.9% from $163M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MCR and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $4.9M. The largest seller was Saba Capital Management, cutting an estimated $6.39M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2017, down from 64 in Q4 2016.
  • Funds reported $156M of MFS Charter Income Trust stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2017 was Morgan Stanley, an estimated $4.9M added.
  • The largest MFS Charter Income Trust seller in Q1 2017 was Saba Capital Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2017.