MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
68 hedge funds and large institutions have $107M invested in MFS Charter Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 66 → 68 (+2)
0.45% less ownership
Funds ownership: 29.35% → 28.9% (-0.45%)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
8% less capital invested
Capital invested by funds: $116M → $107M (-$9.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$788K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$225K |
| 3 |
LPL Financial
San Diego,
California
|
+$214K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$107K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$89.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$2.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.29M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$944K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$605K |
MCR Hedge Fund Activity: Q3 2018 in Review
68 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2018, worth a combined $107M — down 8.3% from $116M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCR positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $788K. The largest seller was Laurion Capital Management, cutting an estimated $2.4M.
- 68 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2018, up from 66 in Q2 2018.
- Funds reported $107M of MFS Charter Income Trust stock for Q3 2018, down 8.3% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q3 2018 and 6 closed out, a net change of +2 holders.
- The largest MFS Charter Income Trust buyer in Q3 2018 was Wolverine Asset Management, an estimated $788K added.
- The largest MFS Charter Income Trust seller in Q3 2018 was Laurion Capital Management, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2018.