MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $116M invested in MFS Charter Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
6% more funds holding
Funds holding: 62 → 66 (+4)
0.1% more ownership
Funds ownership: 29.26% → 29.35% (+0.1%)
2% less capital invested
Capital invested by funds: $118M → $116M (-$1.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.93M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$2.87M |
| 3 |
Morgan Stanley
New York
|
+$754K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$664K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$894K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$751K |
| 5 |
SCM
Saba Capital Management
New York
|
-$695K |
MCR Hedge Fund Activity: Q2 2018 in Review
66 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2018, worth a combined $116M — down 1.6% from $118M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $2.93M. The largest seller was Wells Fargo, cutting an estimated $2.79M.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2018, up from 62 in Q1 2018.
- Funds reported $116M of MFS Charter Income Trust stock for Q2 2018, down 1.6% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q2 2018 and 4 closed out, a net change of +5 holders.
- The largest MFS Charter Income Trust buyer in Q2 2018 was BlackRock, an estimated $2.93M added.
- The largest MFS Charter Income Trust seller in Q2 2018 was Wells Fargo, an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2018.