MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $118M invested in MFS Charter Income Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 61 → 62 (+1)
0.33% less ownership
Funds ownership: 29.58% → 29.26% (-0.33%)
2% less capital invested
Capital invested by funds: $121M → $118M (-$2.23M)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
+$1.21M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$454K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$387K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$229K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.57M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$804K |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$721K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$344K |
| 5 |
SCM
Saba Capital Management
New York
|
-$218K |
MCR Hedge Fund Activity: Q1 2018 in Review
62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2018, worth a combined $118M — down 1.8% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 20 trimmed.
The largest buyer was Point View Wealth Management, opening a new position worth an estimated $1.21M. The largest seller was Relative Value Partners Group, cutting an estimated $1.57M.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2018, up from 61 in Q4 2017.
- Funds reported $118M of MFS Charter Income Trust stock for Q1 2018, down 1.8% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q1 2018 and 6 closed out, a net change of +2 holders.
- The largest MFS Charter Income Trust buyer in Q1 2018 was Point View Wealth Management, an estimated $1.21M added.
- The largest MFS Charter Income Trust seller in Q1 2018 was Relative Value Partners Group, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2018.