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MCR

MFS Charter Income Trust
MCR

Delisted

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

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68 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 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

3% more funds holding

Funds holding: 66 → 68 (+2)

0.45% less ownership

Funds ownership: 29.35% → 28.9% (-0.45%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.72M)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$788K
2
LCM
Landscape Capital Management
New Jersey
+$225K
3
LPL Financial
LPL Financial
California
+$214K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$107K
5
Invesco
Invesco
Georgia
+$89.1K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$2.4M
2
Wells Fargo
Wells Fargo
California
-$1.29M
3
SIA
Sit Investment Associates
Minnesota
-$1M
4
KLI
Kelman-Lazarov Inc
Tennessee
-$944K
5
CF
Centaurus Financial
California
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$18K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$17K – – –
First Manhattan
53
First Manhattan
New York
$15K +$353 +45 +2%
SWP
54
Stratos Wealth Partners
Ohio
$11K +$11K +1,400 New
NFG
55
Next Financial Group
Texas
$11K +$11.2K +1,430 New
CFA
56
Carroll Financial Associates
North Carolina
$8K – – –
SF
57
Synovus Financial
Georgia
$6K +$5.3K +676 New
GWM
58
Geneos Wealth Management
Colorado
$5K -$5.22K -666 -48%
Walleye Trading
59
Walleye Trading
New York
$5K +$5.49K +700 New
BCWM
60
Bartlett & Co Wealth Management
Ohio
$4.46K – – –
BC
61
Bartlett & Co
Ohio
$4K – – –
NSIM
62
North Star Investment Management
Illinois
$4K – – –
TFS
63
TrustCore Financial Services
Tennessee
$4K +$3.92K +500 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.22K +156 +74%
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$2.13K – – –
MSA
66
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
67
Peoples Financial Services Corp
Pennsylvania
$2K – – –
CF
68
Centaurus Financial
California
$795 -$605K -77,179 -100%
DA
69
Doliver Advisors
Texas
– -$387K -48,836 Closed
SCM
70
Saba Capital Management
New York
– -$105K -13,240 Closed
CWM
71
Cornerstone Wealth Management
Missouri
– -$520K -4,124 Closed
MFBTD
72
MB Financial Bank - Trust Department
Illinois
– -$26K -3,305 Closed
SEI Investments
73
SEI Investments
Pennsylvania
– -$17K -2,130 Closed
BCA
74
Bay Colony Advisors
Massachusetts
– -$8K -978 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2018 in Review

68 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2018, worth a combined $107M — down 8.3% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $788K. The largest seller was Laurion Capital Management, cutting an estimated $2.4M.

  • 68 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2018, up from 66 in Q2 2018.
  • Funds reported $107M of MFS Charter Income Trust stock for Q3 2018, down 8.3% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q3 2018 and 6 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2018 was Wolverine Asset Management, an estimated $788K added.
  • The largest MFS Charter Income Trust seller in Q3 2018 was Laurion Capital Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2018.