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MCR

MFS Charter Income Trust
MCR

Delisted

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

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68 hedge funds and large institutions have $81.5M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 66 → 68 (+2)

0.9% less ownership

Funds ownership: 25.28% → 24.38% (-0.9%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

15% less capital invested

Capital invested by funds: $96.1M → $81.5M (-$14.6M)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.97M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Wells Fargo
Wells Fargo
California
+$1.89M
4
SIA
Sit Investment Associates
Minnesota
+$1.87M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$807K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$5.27M
2
RVPG
Relative Value Partners Group
-$2.97M
3
SFS
Shaker Financial Services
Virginia
-$1.77M
4
Morgan Stanley
Morgan Stanley
New York
-$1.11M
5
GHAM
Gilman Hill Asset Management
Connecticut
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Grace Capital
Massachusetts
$22K – – –
AF
52
Allworth Financial
California
$22K +$24.1K +3,000 New
LIA
53
LS Investment Advisors
Michigan
$21K – – –
BC
54
Bartlett & Co
Ohio
$21K +$22.5K +2,800 New
BCWM
55
Bartlett & Co Wealth Management
Ohio
$20.7K +$17.9K +2,225 +387%
First Manhattan
56
First Manhattan
New York
$17K +$418 +52 +2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$16K +$1.65K +205 +10%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$14K -$3.81K -474 -21%
EIP
59
Ellis Investment Partners
Pennsylvania
$12K +$274 +34 +2%
PO
60
Private Ocean
California
$11K +$12.1K +1,500 New
CFGS
61
Concourse Financial Group Securities
Alabama
$9K – – –
CFA
62
Carroll Financial Associates
North Carolina
$8K – – –
GWM
63
Geneos Wealth Management
Colorado
$5K – – –
NSIM
64
North Star Investment Management
Illinois
$4K – – –
KFI
65
Key Financial Inc
Pennsylvania
$4K +$4.83K +600 New
SFS
66
Sowell Financial Services
Arkansas
$3K -$105 -13 -3%
TWA
67
TCI Wealth Advisors
Arizona
$3K +$2.74K +340 New
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
NFG
69
Next Financial Group
Texas
$1K – – –
GHAM
70
Gilman Hill Asset Management
Connecticut
– -$245K -29,075 Closed
PAS
71
Park Avenue Securities
New York
– -$200K -23,788 Closed
LCM
72
Landscape Capital Management
New Jersey
– -$99K -11,739 Closed
FIA
73
FNY Investment Advisers
New York
– -$77K -9,194 Closed
RIA
74
Realta Investment Advisors
Delaware
– -$7K -875 Closed
SBL
75
Sargent Bickham Lagudis
Colorado
– -$6K -674 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2020 in Review

68 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2020, worth a combined $81.5M — down 15% from $96.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MCR positions and 8 closed out — a net gain of 5 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.97M. The largest seller was 1607 Capital Partners, cutting an estimated $5.27M.

  • 68 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $81.5M of MFS Charter Income Trust stock for Q1 2020, down 15% quarter-over-quarter.
  • 13 funds opened new MFS Charter Income Trust positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $1.97M added.
  • The largest MFS Charter Income Trust seller in Q1 2020 was 1607 Capital Partners, an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2020.