MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
65 hedge funds and large institutions have $167M invested in MFS Charter Income Trust in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
7% more funds holding
Funds holding: 61 → 65 (+4)
0.33% more ownership
Funds ownership: 40.02% → 40.35% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $168M → $167M (-$1.28M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$5.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.89M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.81M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$2.3M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.51M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.71M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$3.64M |
| 4 |
Morgan Stanley
New York
|
-$3.15M |
| 5 |
IT
Independence Trust
Franklin,
Tennessee
|
-$637K |
MCR Hedge Fund Activity: Q4 2015 in Review
65 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2015, worth a combined $167M — down 0.76% from $168M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MCR positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $5.61M. The largest seller was Sit Investment Associates, cutting an estimated $8.51M.
- 65 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2015, up from 61 in Q3 2015.
- Funds reported $167M of MFS Charter Income Trust stock for Q4 2015, down 0.76% quarter-over-quarter.
- 12 funds opened new MFS Charter Income Trust positions in Q4 2015 and 8 closed out, a net change of +4 holders.
- The largest MFS Charter Income Trust buyer in Q4 2015 was Relative Value Partners Group, an estimated $5.61M added.
- The largest MFS Charter Income Trust seller in Q4 2015 was Sit Investment Associates, an estimated $8.51M sold.
Based on aggregated 13F filings for Q4 2015.