MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $185M invested in MFS Charter Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.
7% more capital invested
Capital invested by funds: $172M → $185M (+$12.6M)
1.24% more ownership
Funds ownership: 35.91% → 37.14% (+1.2%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
5% less funds holding
Funds holding: 65 → 62 (-3)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.48M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.86M |
| 3 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$2.84M |
| 4 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
+$621K |
| 5 |
SG Americas Securities
New York
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$8.07M |
| 2 |
Morgan Stanley
New York
|
-$6.54M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.59M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$855K |
MCR Hedge Fund Activity: Q4 2014 in Review
62 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2014, worth a combined $185M — up 7.3% from $172M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MCR and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $5.48M. The largest seller was Saba Capital Management, cutting an estimated $8.07M.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2014, down from 65 in Q3 2014.
- Funds reported $185M of MFS Charter Income Trust stock for Q4 2014, up 7.3% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q4 2014 and 9 closed out, a net change of -1 holder.
- The largest MFS Charter Income Trust buyer in Q4 2014 was Sit Investment Associates, an estimated $5.48M added.
- The largest MFS Charter Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $8.07M sold.
Based on aggregated 13F filings for Q4 2014.