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MCR

MFS Charter Income Trust
MCR

Delisted

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

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67 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 64 → 67 (+3)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.94% less ownership

Funds ownership: 28.12% → 27.18% (-0.94%)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.16M
2
PPA
Parametric Portfolio Associates
Washington
+$915K
3
Bank of America
Bank of America
North Carolina
+$639K
4
WS
Wedbush Securities
California
+$403K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$270K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.24M
2
TAF
Tredje AP-fonden
Sweden
-$5.22M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$378K
5
Truist Financial
Truist Financial
North Carolina
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$267K +$16.9K +1,952 +7%
SFS
27
Shaker Financial Services
Virginia
$264K +$265K +30,648 New
IAIM
28
International Assets Investment Management
Florida
$247K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$200K – – –
PAS
30
Park Avenue Securities
New York
$157K -$1.6K -185 -1%
VBCG
31
Valley Brook Capital Group
Pennsylvania
$152K +$8.65K +1,000 +6%
FNT
32
First Nebraska Trust
Nebraska
$150K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$144K +$1.59K +184 +1%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$127K -$17 -2 -0%
WW
35
Waterfront Wealth
Kansas
$122K – – –
MOS
36
MGO One Seven
Ohio
$119K -$874 -101 -0.7%
GI
37
Gradient Investments
Minnesota
$119K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$114K +$493 +57 +0.4%
PTC
39
Philadelphia Trust Company
Pennsylvania
$103K – – –
IWC
40
Integrated Wealth Concepts
Massachusetts
$99K +$99.5K +11,500 New
WA
41
Waverly Advisors
Alabama
$95K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$95K +$329 +38 +0.3%
RPA
43
Rock Point Advisors
Vermont
$94K – – –
Creative Planning
44
Creative Planning
Kansas
$87K – – –
APWA
45
Atlas Private Wealth Advisors
New Jersey
$52K – – –
AF
46
Allworth Financial
California
$26K – – –
Citigroup
47
Citigroup
New York
$23K -$38.4K -4,442 -62%
First Manhattan
48
First Manhattan
New York
$22K +$450 +52 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$20K – – –
SWM
50
Spire Wealth Management
Virginia
$20K +$19.9K +2,300 New
1
2
3

MCR Hedge Fund Activity: Q3 2021 in Review

67 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Sit Investment Associates, cutting an estimated $6.24M.

  • 67 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $104M of MFS Charter Income Trust stock for Q3 2021, down 9% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.16M added.
  • The largest MFS Charter Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2021.