MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
58 hedge funds and large institutions have $149M invested in MFS Charter Income Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $156M → $149M (-$7.07M)
1.72% less ownership
Funds ownership: 34.95% → 33.23% (-1.7%)
5% less funds holding
Funds holding: 61 → 58 (-3)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.22M |
| 2 |
Morgan Stanley
New York
|
+$1.78M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$615K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$516K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$5.97M |
| 2 |
SCM
Saba Capital Management
New York
|
-$5.03M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$815K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$622K |
| 5 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$561K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
51
Bartlett & Co
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
NSIM
52
North Star Investment Management
Chicago,
Illinois
| $5K | – | – | – |
|
53
SEI Investments
Oaks,
Pennsylvania
| $4K | +$1.75K | +202 | +68% |
|
54
US Bancorp
Minneapolis,
Minnesota
| $3K | -$867 | -100 | -25% |
|
|
AA
55
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | – | – | – |
|
|
PFSC
56
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| $3K | – | – | – |
|
|
MPWT
57
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.38K | – | – | – |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
LCM
59
Laurion Capital Management
New York
| – | -$815K | -94,625 | Closed |
|
|
SIA
60
Starfire Investment Advisers
Southfield,
Michigan
| – | -$561K | -64,800 | Closed |
|
61
LPL Financial
San Diego,
California
| – | -$427K | -49,334 | Closed |
|
|
PR
62
Payden & Rygel
Los Angeles,
California
| – | -$81K | -9,400 | Closed |
|
|
CPIG
63
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$31K | -3,610 | Closed |
|
|
RFA
64
Reilly Financial Advisors
La Mesa,
California
| – | -$4K | -500 | Closed |
|
MCR Hedge Fund Activity: Q2 2017 in Review
58 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2017, worth a combined $149M — down 4.5% from $156M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MCR and 4 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 17 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.22M. The largest seller was Relative Value Partners Group, cutting an estimated $5.97M.
- 58 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2017, down from 61 in Q1 2017.
- Funds reported $149M of MFS Charter Income Trust stock for Q2 2017, down 4.5% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q2 2017 and 6 closed out, a net change of -2 holders.
- The largest MFS Charter Income Trust buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $2.22M added.
- The largest MFS Charter Income Trust seller in Q2 2017 was Relative Value Partners Group, an estimated $5.97M sold.
Based on aggregated 13F filings for Q2 2017.