MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $171M invested in MFS Charter Income Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
2% more capital invested
Capital invested by funds: $167M → $171M (+$3.83M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1.09% less ownership
Funds ownership: 40.35% → 39.26% (-1.1%)
2% less funds holding
Funds holding: 65 → 64 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$7.62M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.27M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$1.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$776K |
| 5 |
RVPG
Relative Value Partners Group
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.42M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.98M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$3.35M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.27M |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
-$792K |
MCR Hedge Fund Activity: Q1 2016 in Review
64 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2016, worth a combined $171M — up 2.3% from $167M a quarter earlier.
Fund positioning in MCR was balanced in Q1 2016: 10 funds opened new positions, 10 closed out, 21 added to existing stakes and 15 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $7.62M. The largest seller was UBS Group, cutting an estimated $9.42M.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2016, down from 65 in Q4 2015.
- Funds reported $171M of MFS Charter Income Trust stock for Q1 2016, up 2.3% quarter-over-quarter.
- 10 funds opened new MFS Charter Income Trust positions in Q1 2016 and 10 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q1 2016 was Saba Capital Management, an estimated $7.62M added.
- The largest MFS Charter Income Trust seller in Q1 2016 was UBS Group, an estimated $9.42M sold.
Based on aggregated 13F filings for Q1 2016.