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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $89.2M invested in MFS Charter Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 62 → 62 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.14% less ownership

Funds ownership: 25.23% → 25.09% (-0.14%)

2% less capital invested

Capital invested by funds: $90.6M → $89.2M (-$1.4M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$798K
2
Morgan Stanley
Morgan Stanley
New York
+$764K
3
CF
Centaurus Financial
California
+$354K
4
PMFA
Plante Moran Financial Advisors
Michigan
+$213K
5
SW
SVB Wealth
Massachusetts
+$199K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.08M
2
BlackRock
BlackRock
New York
-$829K
3
Invesco
Invesco
Georgia
-$673K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$384K
5
RJA
Raymond James & Associates
Florida
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$225K -$26.7K -3,184 -10%
PMFA
27
Plante Moran Financial Advisors
Michigan
$203K +$213K +25,400 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$193K +$16.6K +1,982 +9%
SW
29
SVB Wealth
Massachusetts
$190K +$199K +23,725 New
MOS
30
MGO One Seven
Ohio
$180K +$3.68K +440 +2%
PAS
31
Park Avenue Securities
New York
$158K -$20.1K -2,395 -11%
IAIM
32
International Assets Investment Management
Florida
$143K – – –
FNT
33
First Nebraska Trust
Nebraska
$139K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$127K +$45.2K +5,402 +51%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$115K -$4.45K -532 -4%
WS
36
Wedbush Securities
California
$113K +$10K +1,195 +9%
Creative Planning
37
Creative Planning
Kansas
$101K +$19.4K +2,323 +22%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$99K -$48K -5,735 -32%
PTC
39
Philadelphia Trust Company
Pennsylvania
$96K – – –
WA
40
Waverly Advisors
Alabama
$90K – – –
RPA
41
Rock Point Advisors
Vermont
$87K – – –
AAS
42
Avantax Advisory Services
Texas
$86K +$90.1K +10,767 New
HNB
43
Huntington National Bank
Ohio
$67K – – –
Citigroup
44
Citigroup
New York
$63K -$2.95K -352 -4%
APWA
45
Atlas Private Wealth Advisors
New Jersey
$48K – – –
GI
46
Gradient Investments
Minnesota
$35K – – –
GC
47
Grace Capital
Massachusetts
$24K – – –
BCWM
48
Bartlett & Co Wealth Management
Ohio
$22.4K – – –
BC
49
Bartlett & Co
Ohio
$22K – – –
First Manhattan
50
First Manhattan
New York
$19K +$419 +50 +2%
1
2
3

MCR Hedge Fund Activity: Q3 2020 in Review

62 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2020, worth a combined $89.2M — down 1.5% from $90.6M a quarter earlier.

Fund positioning in MCR was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $798K. The largest seller was Wells Fargo, cutting an estimated $2.08M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $89.2M of MFS Charter Income Trust stock for Q3 2020, down 1.5% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2020 was Sit Investment Associates, an estimated $798K added.
  • The largest MFS Charter Income Trust seller in Q3 2020 was Wells Fargo, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2020.