MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $90.6M invested in MFS Charter Income Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 15 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
11% more capital invested
Capital invested by funds: $81.5M → $90.6M (+$9.08M)
0.85% more ownership
Funds ownership: 24.38% → 25.23% (+0.85%)
9% less funds holding
Funds holding: 68 → 62 (-6)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 3 |
Morgan Stanley
New York
|
+$1.62M |
| 4 |
BlackRock
New York
|
+$829K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.47M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$3.15M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.81M |
| 4 |
RVPG
Relative Value Partners Group
|
-$1.63M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.18M |
MCR Hedge Fund Activity: Q2 2020 in Review
62 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2020, worth a combined $90.6M — up 11% from $81.5M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MCR and 9 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 21 added.
The largest buyer was Sit Investment Associates, adding an estimated $10.4M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $4.47M sold.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2020, down from 68 in Q1 2020.
- Funds reported $90.6M of MFS Charter Income Trust stock for Q2 2020, up 11% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q2 2020 and 15 closed out, a net change of -6 holders.
- The largest MFS Charter Income Trust buyer in Q2 2020 was Sit Investment Associates, an estimated $10.4M added.
- The largest MFS Charter Income Trust seller in Q2 2020 was 1607 Capital Partners, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2020.