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MCR

MFS Charter Income Trust
MCR

Delisted

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

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66 hedge funds and large institutions have $96.1M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more funds holding

Funds holding: 61 → 66 (+5)

0.69% less ownership

Funds ownership: 25.97% → 25.28% (-0.69%)

1% less capital invested

Capital invested by funds: $97.4M → $96.1M (-$1.31M)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.34M
2
SFS
Shaker Financial Services
Virginia
+$597K
3
PPA
Parametric Portfolio Associates
Washington
+$296K
4
SIA
Sit Investment Associates
Minnesota
+$225K
5
MOS
MGO One Seven
Ohio
+$138K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$3.14M
2
1CP
1607 Capital Partners
Virginia
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$1.64M
4
LCM
Landscape Capital Management
New Jersey
-$803K
5
Jane Street
Jane Street
New York
-$90K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$19K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$19K – – –
First Manhattan
53
First Manhattan
New York
$19K +$408 +49 +2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$16K +$342 +41 +2%
EIP
55
Ellis Investment Partners
Pennsylvania
$14K -$3.23K -388 -19%
CFGS
56
Concourse Financial Group Securities
Alabama
$10K +$10K +1,200 New
CFA
57
Carroll Financial Associates
North Carolina
$9K – – –
RIA
58
Realta Investment Advisors
Delaware
$7K – – –
GWM
59
Geneos Wealth Management
Colorado
$6K – – –
SBL
60
Sargent Bickham Lagudis
Colorado
$6K +$5.62K +674 New
NSIM
61
North Star Investment Management
Illinois
$5K – – –
BCWM
62
Bartlett & Co Wealth Management
Ohio
$4.84K – – –
SFS
63
Sowell Financial Services
Arkansas
$4K -$75 -9 -2%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
NFG
65
Next Financial Group
Texas
$2K – – –
Jane Street
66
Jane Street
New York
– -$90K -10,771 Closed
S
67
SignatureFD
Georgia
– -$13K -1,521 Closed
PFSC
68
Peoples Financial Services Corp
Pennsylvania
– -$2K -300 Closed
CB
69
CNB Bank
Pennsylvania
– +$142 +17 New
1 2
3

MCR Hedge Fund Activity: Q4 2019 in Review

66 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2019, worth a combined $96.1M — down 1.3% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.34M. The largest seller was Relative Value Partners Group, cutting an estimated $3.14M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2019, up from 61 in Q3 2019.
  • Funds reported $96.1M of MFS Charter Income Trust stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2019 was Thomas J. Herzfeld Advisors, an estimated $1.34M added.
  • The largest MFS Charter Income Trust seller in Q4 2019 was Relative Value Partners Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2019.