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MCR

MFS Charter Income Trust
MCR

Delisted

MCR was delisted on the 18th of June, 2026.

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66 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

3% more funds holding

Funds holding: 64 → 66 (+2)

0.21% more ownership

Funds ownership: 41.45% → 41.66% (+0.21%)

3% less capital invested

Capital invested by funds: $108M → $105M (-$3.1M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.91M
2
SFS
Shaker Financial Services
Virginia
+$822K
3
SIA
Sit Investment Associates
Minnesota
+$649K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$540K
5
LSC
Logan Stone Capital
Illinois
+$216K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.61M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.29M
3
RAM
Readystate Asset Management
Illinois
-$116K
4
Millennium Management
Millennium Management
New York
-$76K
5
LCM
Landscape Capital Management
New Jersey
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$284K +$65K +10,501 +29%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$248K -$64K -10,330 -20%
CA
28
CoreCap Advisors
Michigan
$243K -$31.7K -5,120 -11%
DI
29
Decision Investments
California
$223K +$1.86K +300 +0.8%
BEI
30
Benjamin Edwards Inc
Missouri
$213K -$390 -63 -0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$194K -$13.9K -2,244 -7%
CEFA
32
Closed-End Fund Advisors
Virginia
$187K – – –
WAM
33
Wolverine Asset Management
Illinois
$155K +$59.6K +9,626 +60%
EFG
34
Ethos Financial Group
Pennsylvania
$136K – – –
CIA
35
Concurrent Investment Advisors
Florida
$129K – – –
VBCG
36
Valley Brook Capital Group
Pennsylvania
$119K -$7.43K -1,200 -6%
Citadel Advisors
37
Citadel Advisors
Florida
$108K +$110K +17,773 New
Creative Planning
38
Creative Planning
Kansas
$97.2K +$99.4K +16,046 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$80.5K -$25K -4,036 -23%
EPW
40
Evolve Private Wealth
California
$78.8K +$80.5K +13,000 New
Jane Street
41
Jane Street
New York
$75K +$76.7K +12,382 New
BRWA
42
B. Riley Wealth Advisors
Florida
$74.3K – – –
PTC
43
Philadelphia Trust Company
Pennsylvania
$73K – – –
Mariner
44
Mariner
Kansas
$69.7K -$836 -135 -1%
FFA
45
Farther Finance Advisors
California
$68.2K +$68 +11 +0.1%
WS
46
Wedbush Securities
California
$66K – – –
LFG
47
Larson Financial Group
Missouri
$26.7K – – –
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$22.2K -$6.46K -1,043 -22%
IA
49
IFG Advisory
Georgia
$21.2K +$21.7K +3,500 New
AF
50
Allworth Financial
California
$21.1K – – –
1
2
3

MCR Hedge Fund Activity: Q1 2026 in Review

66 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2026, worth a combined $105M — down 2.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.91M. The largest seller was Morgan Stanley, cutting an estimated $2.61M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2026, up from 64 in Q4 2025.
  • Funds reported $105M of MFS Charter Income Trust stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2026 was Rivernorth Capital Management, an estimated $1.91M added.
  • The largest MFS Charter Income Trust seller in Q1 2026 was Morgan Stanley, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2026.