MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
61 hedge funds and large institutions have $156M invested in MFS Charter Income Trust in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $163M → $156M (-$6.38M)
1.78% less ownership
Funds ownership: 36.73% → 34.95% (-1.8%)
5% less funds holding
Funds holding: 64 → 61 (-3)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.9M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.14M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$470K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$251K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$6.39M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.74M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.34M |
| 4 |
RVPG
Relative Value Partners Group
|
-$1.04M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$827K |
MCR Hedge Fund Activity: Q1 2017 in Review
61 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2017, worth a combined $156M — down 3.9% from $163M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MCR and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $4.9M. The largest seller was Saba Capital Management, cutting an estimated $6.39M.
- 61 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2017, down from 64 in Q4 2016.
- Funds reported $156M of MFS Charter Income Trust stock for Q1 2017, down 3.9% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q1 2017 and 6 closed out, a net change of -2 holders.
- The largest MFS Charter Income Trust buyer in Q1 2017 was Morgan Stanley, an estimated $4.9M added.
- The largest MFS Charter Income Trust seller in Q1 2017 was Saba Capital Management, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2017.