MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.41M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.43M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$758K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$414K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.55M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.99M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$869K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$749K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
76
Wedbush Securities
Los Angeles,
California
| – | -$74K | -10,080 | Closed |
|
|
MRCM
77
M&R Capital Management
Summit,
New Jersey
| – | -$73K | -10,000 | Closed |
|
|
BOPW
78
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$49K | -6,765 | Closed |
|
79
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$45K | -6,120 | Closed |
|
80
JP Morgan Chase
New York
| – | -$7K | -887 | Closed |
|
|
DWM
81
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$1K | -188 | Closed |
|
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.