MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
70 hedge funds and large institutions have $176M invested in MFS Charter Income Trust in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
13% more funds holding
Funds holding: 62 → 70 (+8)
9% more capital invested
Capital invested by funds: $162M → $176M (+$14.7M)
2.82% more ownership
Funds ownership: 31.96% → 34.78% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.17M |
| 2 |
SCM
Saba Capital Management
New York
|
+$3.12M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.98M |
| 4 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
|
+$1.26M |
| 5 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.21M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$494K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$365K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$314K |
| 5 |
KFS
KMS Financial Services
Seattle,
Washington
|
-$143K |
MCR Hedge Fund Activity: Q2 2014 in Review
70 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2014, worth a combined $176M — up 9.1% from $162M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MCR positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $4.17M. The largest seller was Morgan Stanley, cutting an estimated $3.21M.
- 70 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2014, up from 62 in Q1 2014.
- Funds reported $176M of MFS Charter Income Trust stock for Q2 2014, up 9.1% quarter-over-quarter.
- 10 funds opened new MFS Charter Income Trust positions in Q2 2014 and 2 closed out, a net change of +8 holders.
- The largest MFS Charter Income Trust buyer in Q2 2014 was Rivernorth Capital Management, an estimated $4.17M added.
- The largest MFS Charter Income Trust seller in Q2 2014 was Morgan Stanley, an estimated $3.21M sold.
Based on aggregated 13F filings for Q2 2014.