MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
57 hedge funds and large institutions have $138M invested in MFS Charter Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.24% less ownership
Funds ownership: 33.23% → 31.99% (-1.2%)
2% less funds holding
Funds holding: 58 → 57 (-1)
7% less capital invested
Capital invested by funds: $149M → $138M (-$11.1M)
44% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.92M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$909K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$784K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$424K |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.97M |
| 2 |
RVPG
Relative Value Partners Group
|
-$3.95M |
| 3 |
Citigroup
New York
|
-$1.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
51
Penserra Capital Management
Orinda,
California
| $6K | -$6.15K | -712 | -50% |
|
|
BC
52
Bartlett & Co
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
NSIM
53
North Star Investment Management
Chicago,
Illinois
| $5K | – | – | – |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | – | – | – |
|
|
PFSC
55
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| $3K | – | – | – |
|
|
MPWT
56
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.38K | – | – | – |
|
|
PWM
57
Perigon Wealth Management
San Francisco,
California
| $1K | +$1.24K | +143 | New |
|
|
DA
58
Doliver Advisors
Houston,
Texas
| – | -$411K | -47,587 | Closed |
|
59
Goldman Sachs
New York
| – | -$122K | -14,072 | Closed |
|
60
Creative Planning
Overland Park,
Kansas
| – | -$56K | -6,475 | Closed |
|
61
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -500 | Closed |
|
MCR Hedge Fund Activity: Q3 2017 in Review
57 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2017, worth a combined $138M — down 7.5% from $149M a quarter earlier.
Fund positioning in MCR was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 25 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.92M. The largest seller was Sit Investment Associates, cutting an estimated $5.97M.
- 57 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2017, down from 58 in Q2 2017.
- Funds reported $138M of MFS Charter Income Trust stock for Q3 2017, down 7.5% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q3 2017 and 4 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q3 2017 was Laurion Capital Management, an estimated $1.92M added.
- The largest MFS Charter Income Trust seller in Q3 2017 was Sit Investment Associates, an estimated $5.97M sold.
Based on aggregated 13F filings for Q3 2017.