MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $143M invested in MFS Charter Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $134M → $143M (+$9.09M)
3% more funds holding
Funds holding: 64 → 66 (+2)
2.45% more ownership
Funds ownership: 26.12% → 28.57% (+2.5%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$10.7M |
| 2 |
AIM
Assured Investment Management
New York
|
+$3.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.02M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.99M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.49M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.25M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$612K |
| 5 |
Barclays
London,
United Kingdom
|
-$589K |
MCR Hedge Fund Activity: Q3 2013 in Review
66 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2013, worth a combined $143M — up 6.8% from $134M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Relative Value Partners, adding an estimated $10.7M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2013, up from 64 in Q2 2013.
- Funds reported $143M of MFS Charter Income Trust stock for Q3 2013, up 6.8% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q3 2013 and 6 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q3 2013 was Relative Value Partners, an estimated $10.7M added.
- The largest MFS Charter Income Trust seller in Q3 2013 was Morgan Stanley, an estimated $6.99M sold.
Based on aggregated 13F filings for Q3 2013.