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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 $99.5M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $103M → $99.5M (-$3.96M)

1.82% less ownership

Funds ownership: 27.3% → 25.48% (-1.8%)

11% less funds holding

Funds holding: 70 → 62 (-8)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$951K
2
1CP
1607 Capital Partners
Virginia
+$773K
3
Invesco
Invesco
Georgia
+$598K
4
Morgan Stanley
Morgan Stanley
New York
+$581K
5
LPL Financial
LPL Financial
California
+$287K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.89M
2
RVPG
Relative Value Partners Group
-$1.65M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.65M
4
SFS
Shaker Financial Services
Virginia
-$1.08M
5
WAM
Wolverine Asset Management
Illinois
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
51
First Manhattan
New York
$17K +$382 +48 +2%
ESB
52
Essex Savings Bank
Connecticut
$16K – – –
CFA
53
Carroll Financial Associates
North Carolina
$8K – – –
RIA
54
Realta Investment Advisors
Delaware
$7K – – –
BC
55
Bartlett & Co
Ohio
$5K – – –
GWM
56
Geneos Wealth Management
Colorado
$5K – – –
BCWM
57
Bartlett & Co Wealth Management
Ohio
$4.69K – – –
NFG
58
Next Financial Group
Texas
$2K -$9.84K -1,237 -87%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PFSC
60
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2K +$40 +5 +2%
BlackRock
62
BlackRock
New York
– -$2.89M -365,637 Closed
Millennium Management
63
Millennium Management
New York
– -$181K -22,958 Closed
PAS
64
Park Avenue Securities
New York
– -$179K -22,600 Closed
KLI
65
Kelman-Lazarov Inc
Tennessee
– -$110K -13,934 Closed
COLIM
66
City of London Investment Management
United Kingdom
– -$107K -13,510 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$88K -11,157 Closed
WCM
68
WealthBridge Capital Management
Ohio
– -$24K -3,000 Closed
NSIM
69
North Star Investment Management
Illinois
– -$4K -550 Closed
SF
70
Synovus Financial
Georgia
– -$3K -338 Closed
MSA
71
Marino Stram & Associates
Massachusetts
– -$2K -235 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– +$8 +1 New
1 2
3

MCR Hedge Fund Activity: Q2 2019 in Review

62 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2019, worth a combined $99.5M — down 3.8% from $103M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MCR and 3 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Centaurus Financial, adding an estimated $951K. The largest seller was BlackRock, exiting entirely with an estimated $2.89M sold.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2019, down from 70 in Q1 2019.
  • Funds reported $99.5M of MFS Charter Income Trust stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 3 funds opened new MFS Charter Income Trust positions in Q2 2019 and 10 closed out, a net change of -7 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2019 was Centaurus Financial, an estimated $951K added.
  • The largest MFS Charter Income Trust seller in Q2 2019 was BlackRock, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2019.