MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $163M invested in MFS Charter Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
0.92% less ownership
Funds ownership: 37.65% → 36.73% (-0.92%)
4% less capital invested
Capital invested by funds: $169M → $163M (-$6.39M)
6% less funds holding
Funds holding: 68 → 64 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.72M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.69M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$1.07M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$806K |
| 5 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$12.8M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.19M |
| 3 |
RVPG
Relative Value Partners Group
|
-$1.03M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$546K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$442K |
MCR Hedge Fund Activity: Q4 2016 in Review
64 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2016, worth a combined $163M — down 3.8% from $169M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MCR and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 24 added.
The largest buyer was Wells Fargo, adding an estimated $6.72M. The largest seller was Saba Capital Management, cutting an estimated $12.8M.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2016, down from 68 in Q3 2016.
- Funds reported $163M of MFS Charter Income Trust stock for Q4 2016, down 3.8% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q4 2016 and 7 closed out, a net change of -3 holders.
- The largest MFS Charter Income Trust buyer in Q4 2016 was Wells Fargo, an estimated $6.72M added.
- The largest MFS Charter Income Trust seller in Q4 2016 was Saba Capital Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2016.