MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
63 hedge funds and large institutions have $167M invested in MFS Charter Income Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
2% less capital invested
Capital invested by funds: $171M → $167M (-$3.47M)
2% less funds holding
Funds holding: 64 → 63 (-1)
2.78% less ownership
Funds ownership: 39.26% → 36.48% (-2.8%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$9.02M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.86M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$443K |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$384K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.7M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.91M |
| 3 |
Morgan Stanley
New York
|
-$1.94M |
| 4 |
RVPG
Relative Value Partners Group
|
-$1.67M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$1.64M |
MCR Hedge Fund Activity: Q2 2016 in Review
63 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2016, worth a combined $167M — down 2% from $171M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MCR and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.
The largest buyer was Saba Capital Management, adding an estimated $9.02M. The largest seller was Wells Fargo, cutting an estimated $10.7M.
- 63 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2016, down from 64 in Q1 2016.
- Funds reported $167M of MFS Charter Income Trust stock for Q2 2016, down 2% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q2 2016 and 10 closed out, a net change of -1 holder.
- The largest MFS Charter Income Trust buyer in Q2 2016 was Saba Capital Management, an estimated $9.02M added.
- The largest MFS Charter Income Trust seller in Q2 2016 was Wells Fargo, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2016.