MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
61 hedge funds and large institutions have $121M invested in MFS Charter Income Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
7% more funds holding
Funds holding: 57 → 61 (+4)
2.4% less ownership
Funds ownership: 31.99% → 29.58% (-2.4%)
13% less capital invested
Capital invested by funds: $138M → $121M (-$17.6M)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.6M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$995K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$885K |
| 4 |
SCM
Saba Capital Management
New York
|
+$687K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$4.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.32M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.58M |
| 4 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$1.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$841K |
MCR Hedge Fund Activity: Q4 2017 in Review
61 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2017, worth a combined $121M — down 13% from $138M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MCR positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Relative Value Partners Group, cutting an estimated $4.17M.
- 61 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $121M of MFS Charter Income Trust stock for Q4 2017, down 13% quarter-over-quarter.
- 11 funds opened new MFS Charter Income Trust positions in Q4 2017 and 7 closed out, a net change of +4 holders.
- The largest MFS Charter Income Trust buyer in Q4 2017 was Morgan Stanley, an estimated $1.6M added.
- The largest MFS Charter Income Trust seller in Q4 2017 was Relative Value Partners Group, an estimated $4.17M sold.
Based on aggregated 13F filings for Q4 2017.