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MCR

MFS Charter Income Trust
MCR

Delisted

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

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61 hedge funds and large institutions have $97.4M invested in MFS Charter Income Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% more ownership

Funds ownership: 25.48% → 25.97% (+0.49%)

2% less capital invested

Capital invested by funds: $99.5M → $97.4M (-$2.11M)

2% less funds holding

Funds holding: 62 → 61 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.37M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.36M
3
Morgan Stanley
Morgan Stanley
New York
+$1.1M
4
SFS
Shaker Financial Services
Virginia
+$931K
5
UBS Group
UBS Group
Switzerland
+$242K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$5.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.59M
3
LCM
Landscape Capital Management
New Jersey
-$477K
4
SIA
Sit Investment Associates
Minnesota
-$296K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
51
SignatureFD
Georgia
$13K +$12.6K +1,521 New
CFA
52
Carroll Financial Associates
North Carolina
$9K – – –
RIA
53
Realta Investment Advisors
Delaware
$7K – – –
GWM
54
Geneos Wealth Management
Colorado
$6K – – –
BC
55
Bartlett & Co
Ohio
$5K – – –
NSIM
56
North Star Investment Management
Illinois
$5K +$4.55K +550 New
BCWM
57
Bartlett & Co Wealth Management
Ohio
$4.78K – – –
SFS
58
Sowell Financial Services
Arkansas
$4K +$3.81K +460 New
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
NFG
60
Next Financial Group
Texas
$2K – – –
PFSC
61
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
– -$1.59M -194,562 Closed
WAM
63
Wolverine Asset Management
Illinois
– -$146K -17,928 Closed
MOS
64
MGO One Seven
Ohio
– -$129K -15,853 Closed
FIA
65
FNY Investment Advisers
New York
– -$36K -4,475 Closed
PB
66
Pinnacle Bancorp
Nebraska
– -$26K -3,200 Closed
ESB
67
Essex Savings Bank
Connecticut
– -$16K -2,000 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -229 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2019 in Review

61 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2019, worth a combined $97.4M — down 2.1% from $99.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCR and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 12 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.37M. The largest seller was Relative Value Partners Group, cutting an estimated $5.4M.

  • 61 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2019, down from 62 in Q2 2019.
  • Funds reported $97.4M of MFS Charter Income Trust stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest MFS Charter Income Trust buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $1.37M added.
  • The largest MFS Charter Income Trust seller in Q3 2019 was Relative Value Partners Group, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2019.