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MCR

MFS Charter Income Trust
MCR

Delisted

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

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64 hedge funds and large institutions have $133M invested in MFS Charter Income Trust in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.12% more ownership

Funds ownership: 0% → 26.12% (+26%)

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81M +$87.2M +8,752,090 New
Invesco
2
Invesco
Georgia
$6.77M +$7.29M +731,848 New
SIA
3
Sit Investment Associates
Minnesota
$6.34M +$6.83M +685,700 New
GC
4
Guggenheim Capital
Illinois
$5.87M +$6.32M +634,458 New
RVP
5
Relative Value Partners
Illinois
$4.83M +$5.2M +521,692 New
Bank of America
6
Bank of America
North Carolina
$4.06M +$4.38M +439,028 New
PPA
7
Parametric Portfolio Associates
Washington
$3.46M +$3.73M +374,344 New
Wells Fargo
8
Wells Fargo
California
$2.94M +$3.16M +317,374 New
Barclays
9
Barclays
United Kingdom
$1.38M +$1.49M +149,463 New
HighTower Advisors
10
HighTower Advisors
Illinois
$1.35M +$1.45M +145,637 New
SFS
11
Shaker Financial Services
Virginia
$1.28M +$1.38M +138,335 New
RCM
12
Rivernorth Capital Management
Florida
$1.05M +$1.13M +113,075 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$990K – – –
MAM
14
Meeder Asset Management
Ohio
$974K +$1.05M +105,310 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$852K +$918K +92,138 New
U
16
UBS
Switzerland
$850K +$916K +91,911 New
First Trust Advisors
17
First Trust Advisors
Illinois
$807K +$870K +87,274 New
LPL Financial
18
LPL Financial
California
$788K +$849K +85,143 New
AIM
19
Assured Investment Management
New York
$761K +$820K +82,286 New
PI
20
Placemark Investments
Illinois
$715K +$770K +77,253 New
BCA
21
Benchmark Capital Advisors
New York
$595K +$641K +64,300 New
MRCM
22
M&R Capital Management
New Jersey
$593K +$640K +64,200 New
TC
23
TFS Capital
Pennsylvania
$517K +$557K +55,871 New
WAM
24
Wolverine Asset Management
Illinois
$517K +$557K +55,915 New
OFG
25
OTA Financial Group
New York
$415K +$447K +44,890 New
1
2 3

MCR Hedge Fund Activity: Q2 2013 in Review

64 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2013, worth a combined $133M.

Buyers outnumbered sellers: 64 funds opened new MCR positions and 0 closed out — a net gain of 64 holders — while 0 added to existing stakes and 0 trimmed.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $133M of MFS Charter Income Trust stock for Q2 2013.
  • 64 funds opened new MFS Charter Income Trust positions in Q2 2013 and 0 closed out, a net change of +64 holders.

Based on aggregated 13F filings for Q2 2013.