MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
68 hedge funds and large institutions have $169M invested in MFS Charter Income Trust in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
8% more funds holding
Funds holding: 63 → 68 (+5)
1.17% more ownership
Funds ownership: 36.48% → 37.65% (+1.2%)
1% more capital invested
Capital invested by funds: $167M → $169M (+$2.09M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$622K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$437K |
| 4 |
RVPG
Relative Value Partners Group
|
+$424K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.16M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$1.93M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.87M |
| 4 |
Morgan Stanley
New York
|
-$898K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$683K |
MCR Hedge Fund Activity: Q3 2016 in Review
68 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2016, worth a combined $169M — up 1.3% from $167M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCR positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.16M.
- 68 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2016, up from 63 in Q2 2016.
- Funds reported $169M of MFS Charter Income Trust stock for Q3 2016, up 1.3% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q3 2016 and 3 closed out, a net change of +5 holders.
- The largest MFS Charter Income Trust buyer in Q3 2016 was Sit Investment Associates, an estimated $4.05M added.
- The largest MFS Charter Income Trust seller in Q3 2016 was Rivernorth Capital Management, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2016.