MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
68 hedge funds and large institutions have $81.5M invested in MFS Charter Income Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
3% more funds holding
Funds holding: 66 → 68 (+2)
0.9% less ownership
Funds ownership: 25.28% → 24.38% (-0.9%)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
15% less capital invested
Capital invested by funds: $96.1M → $81.5M (-$14.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$1.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.95M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.89M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.87M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.27M |
| 2 |
RVPG
Relative Value Partners Group
|
-$2.97M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.77M |
| 4 |
Morgan Stanley
New York
|
-$1.11M |
| 5 |
GHAM
Gilman Hill Asset Management
New Canaan,
Connecticut
|
-$245K |
MCR Hedge Fund Activity: Q1 2020 in Review
68 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2020, worth a combined $81.5M — down 15% from $96.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MCR positions and 8 closed out — a net gain of 5 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.97M. The largest seller was 1607 Capital Partners, cutting an estimated $5.27M.
- 68 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2020, up from 66 in Q4 2019.
- Funds reported $81.5M of MFS Charter Income Trust stock for Q1 2020, down 15% quarter-over-quarter.
- 13 funds opened new MFS Charter Income Trust positions in Q1 2020 and 8 closed out, a net change of +5 holders.
- The largest MFS Charter Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $1.97M added.
- The largest MFS Charter Income Trust seller in Q1 2020 was 1607 Capital Partners, an estimated $5.27M sold.
Based on aggregated 13F filings for Q1 2020.