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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $118M invested in MFS Charter Income Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 61 → 62 (+1)

0.33% less ownership

Funds ownership: 29.58% → 29.26% (-0.33%)

2% less capital invested

Capital invested by funds: $121M → $118M (-$2.23M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PVWM
Point View Wealth Management
New Jersey
+$1.21M
2
CF
Centaurus Financial
California
+$454K
3
PPA
Parametric Portfolio Associates
Washington
+$387K
4
DAS
Dynamic Advisor Solutions
Arizona
+$229K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$172K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$1.57M
2
LCM
Laurion Capital Management
New York
-$804K
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$721K
4
RCM
Rivernorth Capital Management
Florida
-$344K
5
SCM
Saba Capital Management
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$11K – – –
CFA
52
Carroll Financial Associates
North Carolina
$8K – – –
BFC
53
Bedel Financial Consulting
Indiana
$6K +$6.6K +800 New
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$5K -$5.91K -716 -53%
BC
55
Bartlett & Co
Ohio
$5K – – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$4.67K +$4.74K +575 New
NSIM
57
North Star Investment Management
Illinois
$4K – – –
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$2.23K – – –
AA
59
AlphaMark Advisors
Kentucky
$2K – – –
MSA
60
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
61
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.72K +208 New
TSS
63
Two Sigma Securities
New York
– -$179K -21,116 Closed
AF
64
Advisornet Financial
Minnesota
– -$40K -4,701 Closed
WTB
65
Washington Trust Bank
Washington
– -$24K -2,825 Closed
CA
66
Calton & Associates
Florida
– -$18K -2,200 Closed
US Bancorp
67
US Bancorp
Minnesota
– -$2K -250 Closed
PWM
68
Perigon Wealth Management
California
– -$1K -143 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2018 in Review

62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2018, worth a combined $118M — down 1.8% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Point View Wealth Management, opening a new position worth an estimated $1.21M. The largest seller was Relative Value Partners Group, cutting an estimated $1.57M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2018, up from 61 in Q4 2017.
  • Funds reported $118M of MFS Charter Income Trust stock for Q1 2018, down 1.8% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q1 2018 and 6 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2018 was Point View Wealth Management, an estimated $1.21M added.
  • The largest MFS Charter Income Trust seller in Q1 2018 was Relative Value Partners Group, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2018.