MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $96.1M invested in MFS Charter Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
8% more funds holding
Funds holding: 61 → 66 (+5)
0.69% less ownership
Funds ownership: 25.97% → 25.28% (-0.69%)
1% less capital invested
Capital invested by funds: $97.4M → $96.1M (-$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.34M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$597K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$296K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$225K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$3.14M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.64M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$803K |
| 5 |
Jane Street
New York
|
-$90K |
MCR Hedge Fund Activity: Q4 2019 in Review
66 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2019, worth a combined $96.1M — down 1.3% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.34M. The largest seller was Relative Value Partners Group, cutting an estimated $3.14M.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2019, up from 61 in Q3 2019.
- Funds reported $96.1M of MFS Charter Income Trust stock for Q4 2019, down 1.3% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q4 2019 and 3 closed out, a net change of +6 holders.
- The largest MFS Charter Income Trust buyer in Q4 2019 was Thomas J. Herzfeld Advisors, an estimated $1.34M added.
- The largest MFS Charter Income Trust seller in Q4 2019 was Relative Value Partners Group, an estimated $3.14M sold.
Based on aggregated 13F filings for Q4 2019.