MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $99.5M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 10 closing their positions.
5% less capital invested
Capital invested by funds: $104M → $99.5M (-$4.81M)
2.07% less ownership
Funds ownership: 27.55% → 25.48% (-2.1%)
11% less funds holding
Funds holding: 70 → 62 (-8)
29% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 24
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$773K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$598K |
| 3 |
Morgan Stanley
New York
|
+$581K |
| 4 |
LPL Financial
San Diego,
California
|
+$287K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.89M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.65M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.65M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.08M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$811K |
MCR Hedge Fund Activity: Q2 2019 in Review
62 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2019, worth a combined $99.5M — down 4.6% from $104M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MCR and 3 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 17 added.
The largest buyer was 1607 Capital Partners, adding an estimated $773K. The largest seller was BlackRock, exiting entirely with an estimated $2.89M sold.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2019, down from 70 in Q1 2019.
- Funds reported $99.5M of MFS Charter Income Trust stock for Q2 2019, down 4.6% quarter-over-quarter.
- 3 funds opened new MFS Charter Income Trust positions in Q2 2019 and 10 closed out, a net change of -7 holders.
- The largest MFS Charter Income Trust buyer in Q2 2019 was 1607 Capital Partners, an estimated $773K added.
- The largest MFS Charter Income Trust seller in Q2 2019 was BlackRock, an estimated $2.89M sold.
Based on aggregated 13F filings for Q2 2019.