MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
67 hedge funds and large institutions have $147M invested in MFS Charter Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 66 → 67 (+1)
3% more capital invested
Capital invested by funds: $143M → $147M (+$4.8M)
0.84% more ownership
Funds ownership: 28.57% → 29.41% (+0.84%)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$7.49M |
| 2 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$2.87M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.56M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.66M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.75M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.22M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$851K |
| 4 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
-$794K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$323K |
MCR Hedge Fund Activity: Q4 2013 in Review
67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2013, worth a combined $147M — up 3.4% from $143M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MCR positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $7.49M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.
- 67 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2013, up from 66 in Q3 2013.
- Funds reported $147M of MFS Charter Income Trust stock for Q4 2013, up 3.4% quarter-over-quarter.
- 12 funds opened new MFS Charter Income Trust positions in Q4 2013 and 9 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q4 2013 was Saba Capital Management, an estimated $7.49M added.
- The largest MFS Charter Income Trust seller in Q4 2013 was Morgan Stanley, an estimated $9.75M sold.
Based on aggregated 13F filings for Q4 2013.