MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $162M invested in MFS Charter Income Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
9% more capital invested
Capital invested by funds: $148M → $162M (+$13.8M)
2.55% more ownership
Funds ownership: 29.41% → 31.96% (+2.5%)
7% less funds holding
Funds holding: 67 → 62 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$8.86M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.03M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.91M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$919K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.6M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$690K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$593K |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
-$586K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$578K |
MCR Hedge Fund Activity: Q1 2014 in Review
62 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2014, worth a combined $162M — up 9.4% from $148M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MCR and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 26 added.
The largest buyer was Saba Capital Management, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $2.6M.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2014, down from 67 in Q4 2013.
- Funds reported $162M of MFS Charter Income Trust stock for Q1 2014, up 9.4% quarter-over-quarter.
- 6 funds opened new MFS Charter Income Trust positions in Q1 2014 and 11 closed out, a net change of -5 holders.
- The largest MFS Charter Income Trust buyer in Q1 2014 was Saba Capital Management, an estimated $8.86M added.
- The largest MFS Charter Income Trust seller in Q1 2014 was Morgan Stanley, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2014.