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MCR

MFS Charter Income Trust
MCR

Delisted

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

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70 hedge funds and large institutions have $103M invested in MFS Charter Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

2% less capital invested

Capital invested by funds: $105M → $103M (-$1.76M)

2.65% less ownership

Funds ownership: 29.95% → 27.3% (-2.7%)

5% less funds holding

Funds holding: 74 → 70 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.41M
2
SFS
Shaker Financial Services
Virginia
+$1.43M
3
1CP
1607 Capital Partners
Virginia
+$758K
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$414K
5
PPA
Parametric Portfolio Associates
Washington
+$260K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.55M
2
RCM
Rivernorth Capital Management
Florida
-$4.52M
3
Wells Fargo
Wells Fargo
California
-$3.99M
4
CRC
Curi RMB Capital
Illinois
-$869K
5
CCP
Clough Capital Partners
Massachusetts
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$24K – – –
LIA
52
LS Investment Advisors
Michigan
$22K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$18K -$40.4K -5,230 -69%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$18K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$17K -$9.01K -1,167 -36%
ESB
56
Essex Savings Bank
Connecticut
$16K – – –
First Manhattan
57
First Manhattan
New York
$16K +$355 +46 +2%
NFG
58
Next Financial Group
Texas
$11K – – –
NFH
59
NEXT Financial Holdings
Texas
$11K +$11K +1,430 New
CFA
60
Carroll Financial Associates
North Carolina
$8K – – –
RIA
61
Realta Investment Advisors
Delaware
$7K +$6.75K +875 New
BC
62
Bartlett & Co
Ohio
$5K – – –
GWM
63
Geneos Wealth Management
Colorado
$5K – – –
BCWM
64
Bartlett & Co Wealth Management
Ohio
$4.54K – – –
NSIM
65
North Star Investment Management
Illinois
$4K – – –
SF
66
Synovus Financial
Georgia
$3K – – –
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$2.17K – – –
MSA
68
Marino Stram & Associates
Massachusetts
$2K – – –
PFSC
69
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2K +$39 +5 +2%
RCM
71
Rivernorth Capital Management
Florida
– -$4.52M -615,676 Closed
CRC
72
Curi RMB Capital
Illinois
– -$869K -118,556 Closed
CCP
73
Clough Capital Partners
Massachusetts
– -$749K -102,200 Closed
WAM
74
Weiss Asset Management
Massachusetts
– -$156K -21,218 Closed
TSS
75
Two Sigma Securities
New York
– -$85K -11,541 Closed
1 2
3
4

MCR Hedge Fund Activity: Q1 2019 in Review

70 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2019, worth a combined $103M — down 1.7% from $105M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MCR and 8 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.41M. The largest seller was Morgan Stanley, cutting an estimated $5.55M.

  • 70 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2019, down from 74 in Q4 2018.
  • Funds reported $103M of MFS Charter Income Trust stock for Q1 2019, down 1.7% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q1 2019 and 11 closed out, a net change of -3 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2019 was Sit Investment Associates, an estimated $4.41M added.
  • The largest MFS Charter Income Trust seller in Q1 2019 was Morgan Stanley, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2019.