MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
61 hedge funds and large institutions have $168M invested in MFS Charter Income Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 61 → 61 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.02% less ownership
Funds ownership: 40.05% → 40.02% (-0.02%)
9% less capital invested
Capital invested by funds: $184M → $168M (-$15.7M)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.48M |
| 2 |
RVPG
Relative Value Partners Group
|
+$3.41M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.86M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$292K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.4M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$805K |
| 4 |
IT
Independence Trust
Franklin,
Tennessee
|
-$510K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$436K |
MCR Hedge Fund Activity: Q3 2015 in Review
61 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2015, worth a combined $168M — down 8.6% from $184M a quarter earlier.
Fund positioning in MCR was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.48M. The largest seller was Morgan Stanley, cutting an estimated $4.56M.
- 61 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $168M of MFS Charter Income Trust stock for Q3 2015, down 8.6% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q3 2015 and 5 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q3 2015 was Wells Fargo, an estimated $3.48M added.
- The largest MFS Charter Income Trust seller in Q3 2015 was Morgan Stanley, an estimated $4.56M sold.
Based on aggregated 13F filings for Q3 2015.