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MCR

MFS Charter Income Trust
MCR

Delisted

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

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64 hedge funds and large institutions have $94.9M invested in MFS Charter Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $89.2M → $94.9M (+$5.71M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0.7% less ownership

Funds ownership: 25.09% → 24.39% (-0.7%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$482K
2
Stifel Financial
Stifel Financial
Missouri
+$306K
3
Wells Fargo
Wells Fargo
California
+$203K
4
Citigroup
Citigroup
New York
+$185K
5
SFS
Shaker Financial Services
Virginia
+$150K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.73M
2
GC
Guggenheim Capital
Illinois
-$345K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$115K
4
RJA
Raymond James & Associates
Florida
-$96.3K
5
AAS
Avantax Advisory Services
Texas
-$86K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$262K +$185K +22,067 +281%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$250K -$115K -13,757 -33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$240K +$27.1K +3,232 +13%
PMFA
29
Plante Moran Financial Advisors
Michigan
$223K – – –
SW
30
SVB Wealth
Massachusetts
$206K -$2.1K -250 -1%
SWM
31
SeaCrest Wealth Management
New York
$191K -$53.3K -6,360 -23%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$188K +$46.9K +5,592 +35%
PAS
33
Park Avenue Securities
New York
$178K +$4.94K +589 +3%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$158K +$152K +18,075 New
IAIM
35
International Assets Investment Management
Florida
$156K – – –
FNT
36
First Nebraska Trust
Nebraska
$153K – – –
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$130K +$4.51K +538 +4%
MOS
38
MGO One Seven
Ohio
$124K -$69.7K -8,307 -37%
BRWA
39
B. Riley Wealth Advisors
Florida
$123K +$117K +13,931 New
Creative Planning
40
Creative Planning
Kansas
$116K +$4.4K +525 +4%
WS
41
Wedbush Securities
California
$113K -$11.1K -1,324 -9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$109K +$277 +33 +0.3%
PTC
43
Philadelphia Trust Company
Pennsylvania
$105K – – –
WA
44
Waverly Advisors
Alabama
$99K – – –
RPA
45
Rock Point Advisors
Vermont
$96K – – –
HNB
46
Huntington National Bank
Ohio
$73K – – –
APWA
47
Atlas Private Wealth Advisors
New Jersey
$53K – – –
GI
48
Gradient Investments
Minnesota
$35K – – –
GC
49
Grace Capital
Massachusetts
$26K – – –
BC
50
Bartlett & Co
Ohio
$25K – – –
1
2
3

MCR Hedge Fund Activity: Q4 2020 in Review

64 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2020, worth a combined $94.9M — up 6.4% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $482K. The largest seller was Sit Investment Associates, cutting an estimated $4.73M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $94.9M of MFS Charter Income Trust stock for Q4 2020, up 6.4% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q4 2020 and 5 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2020 was Morgan Stanley, an estimated $482K added.
  • The largest MFS Charter Income Trust seller in Q4 2020 was Sit Investment Associates, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2020.