We are live on ! Find out more
MCR

MFS Charter Income Trust
MCR

Delisted

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

Back to rankings

64 hedge funds and large institutions have $114M invested in MFS Charter Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $109M → $114M (+$4.69M)

0.76% less ownership

Funds ownership: 28.88% → 28.12% (-0.76%)

2% less funds holding

Funds holding: 65 → 64 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.27M
2
Truist Financial
Truist Financial
North Carolina
+$2.26M
3
Morgan Stanley
Morgan Stanley
New York
+$1.61M
4
Invesco
Invesco
Georgia
+$505K
5
PPA
Parametric Portfolio Associates
Washington
+$316K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.42M
2
Wells Fargo
Wells Fargo
California
-$1.09M
3
SPIA
Steward Partners Investment Advisory
New York
-$379K
4
WW
Waterfront Wealth
Kansas
-$271K
5
IAIM
International Assets Investment Management
Florida
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
26
Altus Wealth Group
Colorado
$284K – – –
DAS
27
Dynamic Advisor Solutions
Arizona
$254K -$128K -14,689 -34%
IAIM
28
International Assets Investment Management
Florida
$251K -$156K -17,800 -38%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$203K -$25.6K -2,928 -11%
PAS
30
Park Avenue Securities
New York
$161K -$1.92K -220 -1%
WS
31
Wedbush Securities
California
$158K +$253 +29 +0.2%
FNT
32
First Nebraska Trust
Nebraska
$152K – – –
VBCG
33
Valley Brook Capital Group
Pennsylvania
$145K +$1.09K +125 +0.8%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$145K +$1.54K +176 +1%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$129K -$428 -49 -0.3%
WW
36
Waterfront Wealth
Kansas
$124K -$271K -31,045 -69%
GI
37
Gradient Investments
Minnesota
$121K -$4.89K -560 -4%
MOS
38
MGO One Seven
Ohio
$121K -$1.03K -118 -0.8%
BRWA
39
B. Riley Wealth Advisors
Florida
$115K -$10.7K -1,224 -9%
PTC
40
Philadelphia Trust Company
Pennsylvania
$105K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$97K – – –
WA
42
Waverly Advisors
Alabama
$96K – – –
RPA
43
Rock Point Advisors
Vermont
$95K – – –
Creative Planning
44
Creative Planning
Kansas
$88K -$24.6K -2,821 -22%
Citigroup
45
Citigroup
New York
$63K -$2.38K -273 -4%
ASN
46
Advisory Services Network
Georgia
$55K +$55.1K +6,303 New
APWA
47
Atlas Private Wealth Advisors
New Jersey
$52K – – –
AF
48
Allworth Financial
California
$26K – – –
First Manhattan
49
First Manhattan
New York
$22K +$446 +51 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$20K – – –
1
2
3

MCR Hedge Fund Activity: Q2 2021 in Review

64 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2021, worth a combined $114M — up 4.3% from $109M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCR and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 16 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.27M. The largest seller was Sit Investment Associates, cutting an estimated $8.42M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $114M of MFS Charter Income Trust stock for Q2 2021, up 4.3% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest MFS Charter Income Trust buyer in Q2 2021 was Envestnet Asset Management, an estimated $2.27M added.
  • The largest MFS Charter Income Trust seller in Q2 2021 was Sit Investment Associates, an estimated $8.42M sold.

Based on aggregated 13F filings for Q2 2021.