MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
61 hedge funds and large institutions have $97.4M invested in MFS Charter Income Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 7 closing their positions.
0.49% more ownership
Funds ownership: 25.48% → 25.97% (+0.49%)
2% less capital invested
Capital invested by funds: $99.5M → $97.4M (-$2.11M)
2% less funds holding
Funds holding: 62 → 61 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
52% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.37M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.36M |
| 3 |
Morgan Stanley
New York
|
+$1.1M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$931K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$5.4M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.59M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$477K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$296K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$265K |
MCR Hedge Fund Activity: Q3 2019 in Review
61 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2019, worth a combined $97.4M — down 2.1% from $99.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MCR and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 12 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.37M. The largest seller was Relative Value Partners Group, cutting an estimated $5.4M.
- 61 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2019, down from 62 in Q2 2019.
- Funds reported $97.4M of MFS Charter Income Trust stock for Q3 2019, down 2.1% quarter-over-quarter.
- 6 funds opened new MFS Charter Income Trust positions in Q3 2019 and 7 closed out, a net change of -1 holder.
- The largest MFS Charter Income Trust buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $1.37M added.
- The largest MFS Charter Income Trust seller in Q3 2019 was Relative Value Partners Group, an estimated $5.4M sold.
Based on aggregated 13F filings for Q3 2019.