MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
61 hedge funds and large institutions have $184M invested in MFS Charter Income Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.
286% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 7
1.81% more ownership
Funds ownership: 38.23% → 40.05% (+1.8%)
1% more capital invested
Capital invested by funds: $182M → $184M (+$1.5M)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 62 → 61 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$4.39M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$4.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$814K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$757K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.09M |
| 2 |
SCM
Saba Capital Management
New York
|
-$2.7M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.01M |
| 4 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
|
-$953K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$310K |
MCR Hedge Fund Activity: Q2 2015 in Review
61 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2015, worth a combined $184M — up 0.83% from $182M a quarter earlier.
Fund positioning in MCR was balanced in Q2 2015: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 7 trimmed.
The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $5.09M.
- 61 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2015, down from 62 in Q1 2015.
- Funds reported $184M of MFS Charter Income Trust stock for Q2 2015, up 0.83% quarter-over-quarter.
- 7 funds opened new MFS Charter Income Trust positions in Q2 2015 and 7 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q2 2015 was Financial & Investment Management Group, an estimated $4.39M added.
- The largest MFS Charter Income Trust seller in Q2 2015 was Morgan Stanley, an estimated $5.09M sold.
Based on aggregated 13F filings for Q2 2015.