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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 $121M invested in MFS Charter Income Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 57 → 61 (+4)

2.4% less ownership

Funds ownership: 31.99% → 29.58% (-2.4%)

13% less capital invested

Capital invested by funds: $138M → $121M (-$17.6M)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.6M
2
PPA
Parametric Portfolio Associates
Washington
+$995K
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$885K
4
SCM
Saba Capital Management
New York
+$687K
5
SIA
Sit Investment Associates
Minnesota
+$239K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$4.17M
2
Wells Fargo
Wells Fargo
California
-$3.32M
3
SFS
Shaker Financial Services
Virginia
-$2.58M
4
PVWM
Point View Wealth Management
New Jersey
-$1.4M
5
Stifel Financial
Stifel Financial
Missouri
-$841K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$11K – – –
CFA
52
Carroll Financial Associates
North Carolina
$9K – – –
BC
53
Bartlett & Co
Ohio
$5K – – –
NSIM
54
North Star Investment Management
Illinois
$5K – – –
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$4.42K -$118K -13,795 -3%
AA
56
AlphaMark Advisors
Kentucky
$3K – – –
PFSC
57
Peoples Financial Services Corp
Pennsylvania
$3K – – –
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$2.33K – – –
US Bancorp
59
US Bancorp
Minnesota
$2K -$6.12K -717 -74%
MSA
60
Marino Stram & Associates
Massachusetts
$2K +$2.01K +235 New
PWM
61
Perigon Wealth Management
California
$1K – – –
SFS
62
Shaker Financial Services
Virginia
– -$2.58M -297,142 Closed
PVWM
63
Point View Wealth Management
New Jersey
– -$1.4M -161,444 Closed
Millennium Management
64
Millennium Management
New York
– -$136K -15,647 Closed
CRC
65
Curi RMB Capital
Illinois
– -$104K -12,015 Closed
TJHA
66
Thomas J. Herzfeld Advisors
Florida
– -$27K -3,057 Closed
NFG
67
Next Financial Group
Texas
– -$12K -1,430 Closed
PCM
68
Penserra Capital Management
California
– -$6K -708 Closed
1 2
3

MCR Hedge Fund Activity: Q4 2017 in Review

61 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2017, worth a combined $121M — down 13% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MCR positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Relative Value Partners Group, cutting an estimated $4.17M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $121M of MFS Charter Income Trust stock for Q4 2017, down 13% quarter-over-quarter.
  • 11 funds opened new MFS Charter Income Trust positions in Q4 2017 and 7 closed out, a net change of +4 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2017 was Morgan Stanley, an estimated $1.6M added.
  • The largest MFS Charter Income Trust seller in Q4 2017 was Relative Value Partners Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2017.