MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
65 hedge funds and large institutions have $109M invested in MFS Charter Income Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $94.9M → $109M (+$14.5M)
4.49% more ownership
Funds ownership: 24.39% → 28.88% (+4.5%)
2% more funds holding
Funds holding: 64 → 65 (+1)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$18.3M |
| 2 |
Morgan Stanley
New York
|
+$1.83M |
| 3 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$829K |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$392K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.06M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$966K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$761K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$601K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$328K |
MCR Hedge Fund Activity: Q1 2021 in Review
65 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2021, worth a combined $109M — up 15% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCR positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $18.3M. The largest seller was Wells Fargo, cutting an estimated $1.06M.
- 65 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2021, up from 64 in Q4 2020.
- Funds reported $109M of MFS Charter Income Trust stock for Q1 2021, up 15% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q1 2021 and 5 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $18.3M added.
- The largest MFS Charter Income Trust seller in Q1 2021 was Wells Fargo, an estimated $1.06M sold.
Based on aggregated 13F filings for Q1 2021.