We are live on ! Find out more
MCR

MFS Charter Income Trust
MCR

Delisted

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

Back to rankings

66 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more funds holding

Funds holding: 62 → 66 (+4)

0.1% more ownership

Funds ownership: 29.26% → 29.35% (+0.1%)

2% less capital invested

Capital invested by funds: $118M → $116M (-$1.88M)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.93M
2
LCM
Laurion Capital Management
New York
+$2.87M
3
Morgan Stanley
Morgan Stanley
New York
+$754K
4
CRC
Curi RMB Capital
Illinois
+$664K
5
Stifel Financial
Stifel Financial
Missouri
+$346K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.79M
2
Bank of America
Bank of America
North Carolina
-$1.22M
3
RCM
Rivernorth Capital Management
Florida
-$894K
4
SIA
Sit Investment Associates
Minnesota
-$751K
5
SCM
Saba Capital Management
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
51
Wolverine Asset Management
Illinois
$21K +$21.6K +2,704 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$18K -$20.6K -2,579 -53%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$18K – – –
Citigroup
54
Citigroup
New York
$18K +$5.14K +643 +41%
SEI Investments
55
SEI Investments
Pennsylvania
$17K +$17K +2,130 New
First Manhattan
56
First Manhattan
New York
$15K +$352 +44 +2%
GWM
57
Geneos Wealth Management
Colorado
$11K – – –
CFA
58
Carroll Financial Associates
North Carolina
$8K – – –
BCA
59
Bay Colony Advisors
Massachusetts
$8K +$7.83K +978 New
BC
60
Bartlett & Co
Ohio
$5K – – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$4.56K – – –
NSIM
62
North Star Investment Management
Illinois
$4K – – –
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$2.18K – – –
MSA
64
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
65
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2K +$16 +2 +1%
FCMT
67
Founders Capital Management (Texas)
Texas
– -$38K -4,650 Closed
BFC
68
Bedel Financial Consulting
Indiana
– -$6K -800 Closed
WAM
69
Wealthspire Advisors (Maryland)
Maryland
– -$5K -629 Closed
AA
70
AlphaMark Advisors
Kentucky
– -$2K -300 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2018 in Review

66 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2018, worth a combined $116M — down 1.6% from $118M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $2.93M. The largest seller was Wells Fargo, cutting an estimated $2.79M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $116M of MFS Charter Income Trust stock for Q2 2018, down 1.6% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2018 was BlackRock, an estimated $2.93M added.
  • The largest MFS Charter Income Trust seller in Q2 2018 was Wells Fargo, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2018.