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 $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.28% less ownership

Funds ownership: 27.18% → 26.9% (-0.28%)

2% less capital invested

Capital invested by funds: $104M → $102M (-$2.1M)

4% less funds holding

Funds holding: 67 → 64 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.52M
2
NA
NewEdge Advisors
Louisiana
+$1.03M
3
PPA
Parametric Portfolio Associates
Washington
+$340K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$151K
5
Bank of America
Bank of America
North Carolina
+$111K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.91M
2
Invesco
Invesco
Georgia
-$170K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149K
4
Truist Financial
Truist Financial
North Carolina
-$149K
5
SFS
Shaker Financial Services
Virginia
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bard Financial Services
Connecticut
$324K – – –
AWG
27
Altus Wealth Group
Colorado
$277K – – –
DAS
28
Dynamic Advisor Solutions
Arizona
$251K -$13.2K -1,541 -5%
IAIM
29
International Assets Investment Management
Florida
$245K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$245K +$47.2K +5,507 +24%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$162K +$68K +7,934 +72%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$159K +$8.56K +1,000 +6%
PAS
33
Park Avenue Securities
New York
$153K -$2.65K -309 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$145K +$1.58K +185 +1%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$126K -$394 -46 -0.3%
SFS
36
Shaker Financial Services
Virginia
$122K -$140K -16,348 -53%
WW
37
Waterfront Wealth
Kansas
$120K – – –
FNT
38
First Nebraska Trust
Nebraska
$118K -$30K -3,500 -20%
GI
39
Gradient Investments
Minnesota
$118K – – –
MOS
40
MGO One Seven
Ohio
$116K -$608 -71 -0.5%
BRWA
41
B. Riley Wealth Advisors
Florida
$113K +$488 +57 +0.4%
PTC
42
Philadelphia Trust Company
Pennsylvania
$102K – – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$98K – – –
WA
44
Waverly Advisors
Alabama
$84K – – –
CFCI
45
Comprehensive Financial Consultants Institutional
Indiana
$45K +$52.5K +6,133 New
AF
46
Allworth Financial
California
$26K – – –
First Manhattan
47
First Manhattan
New York
$22K +$454 +53 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$20K – – –
SWM
49
Spire Wealth Management
Virginia
$20K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$18K – – –
1
2
3

MCR Hedge Fund Activity: Q4 2021 in Review

64 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2021, worth a combined $102M — down 2% from $104M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MCR and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Sit Investment Associates, cutting an estimated $4.91M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2021, down from 67 in Q3 2021.
  • Funds reported $102M of MFS Charter Income Trust stock for Q4 2021, down 2% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q4 2021 and 8 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $2.52M added.
  • The largest MFS Charter Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2021.