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

74 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 68 → 74 (+6)

1.05% more ownership

Funds ownership: 28.9% → 29.95% (+1.1%)

1% less capital invested

Capital invested by funds: $107M → $105M (-$1.5M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.64M
2
Wells Fargo
Wells Fargo
California
+$2.55M
3
WAM
Wolverine Asset Management
Illinois
+$812K
4
CCP
Clough Capital Partners
Massachusetts
+$759K
5
LCM
Landscape Capital Management
New Jersey
+$661K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$2.39M
2
Morgan Stanley
Morgan Stanley
New York
-$1.31M
3
KLI
Kelman-Lazarov Inc
Tennessee
-$964K
4
LCM
Laurion Capital Management
New York
-$662K
5
PPA
Parametric Portfolio Associates
Washington
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
51
Brandywine Oak Private Wealth
Pennsylvania
$49K +$50.2K +6,765 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$45K +$45.4K +6,120 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$24K – – –
PB
54
Pinnacle Bancorp
Nebraska
$23K +$23.8K +3,200 New
WCM
55
WealthBridge Capital Management
Ohio
$22K +$22.3K +3,000 New
LIA
56
LS Investment Advisors
Michigan
$21K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$16K – – –
First Manhattan
58
First Manhattan
New York
$15K +$356 +48 +2%
ESB
59
Essex Savings Bank
Connecticut
$15K +$14.8K +2,000 New
Citigroup
60
Citigroup
New York
$12K -$36.3K -4,893 -74%
NFG
61
Next Financial Group
Texas
$10K – – –
CFA
62
Carroll Financial Associates
North Carolina
$8K – – –
JP Morgan Chase
63
JP Morgan Chase
New York
$7K +$6.58K +887 New
GWM
64
Geneos Wealth Management
Colorado
$5K – – –
BCWM
65
Bartlett & Co Wealth Management
Ohio
$4.21K – – –
BC
66
Bartlett & Co
Ohio
$4K – – –
NSIM
67
North Star Investment Management
Illinois
$4K – – –
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$2.02K – – –
SF
69
Synovus Financial
Georgia
$2K -$2.51K -338 -50%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2K -$1.09K -147 -40%
MSA
71
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
72
Peoples Financial Services Corp
Pennsylvania
$2K – – –
DWM
73
Doyle Wealth Management
Florida
$1K +$1.4K +188 New
CF
74
Centaurus Financial
California
$108 +$5.09K +686 +673%
LCM
75
Laurion Capital Management
New York
– -$662K -85,337 Closed
1 2
3
4

MCR Hedge Fund Activity: Q4 2018 in Review

74 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2018, worth a combined $105M — down 1.4% from $107M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MCR positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.64M. The largest seller was Relative Value Partners Group, cutting an estimated $2.39M.

  • 74 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2018, up from 68 in Q3 2018.
  • Funds reported $105M of MFS Charter Income Trust stock for Q4 2018, down 1.4% quarter-over-quarter.
  • 13 funds opened new MFS Charter Income Trust positions in Q4 2018 and 7 closed out, a net change of +6 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $2.64M added.
  • The largest MFS Charter Income Trust seller in Q4 2018 was Relative Value Partners Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2018.