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MCR

MFS Charter Income Trust
MCR

Delisted

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

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63 hedge funds and large institutions have $88.6M invested in MFS Charter Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0.29% more ownership

Funds ownership: 26.9% → 27.2% (+0.29%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 64 → 63 (-1)

13% less capital invested

Capital invested by funds: $102M → $88.6M (-$13.1M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.85M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$646K
3
WAM
Wolverine Asset Management
Illinois
+$528K
4
SFS
Shaker Financial Services
Virginia
+$455K
5
CAN
Cetera Advisor Networks
California
+$352K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.69M
2
Truist Financial
Truist Financial
North Carolina
-$1.69M
3
PPA
Parametric Portfolio Associates
Washington
-$502K
4
Invesco
Invesco
Georgia
-$214K
5
SIA
Sit Investment Associates
Minnesota
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$333K +$349K +45,500 New
FAG
27
Fortitude Advisory Group
Washington
$320K +$222 +29 +0.1%
AWG
28
Altus Wealth Group
Colorado
$239K – – –
LCM
29
Landscape Capital Management
New Jersey
$225K +$235K +30,608 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$215K +$4.67K +610 +2%
DAS
31
Dynamic Advisor Solutions
Arizona
$212K -$4.57K -597 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$159K +$19.9K +2,600 +14%
BFS
33
Bard Financial Services
Connecticut
$158K -$126K -16,500 -43%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$137K – – –
AWS
35
Atria Wealth Solutions
New York
$137K +$143K +18,706 New
IAIM
36
International Assets Investment Management
Florida
$131K -$83.9K -10,955 -38%
PAS
37
Park Avenue Securities
New York
$130K -$2.41K -315 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$126K +$1.59K +208 +1%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$108K -$582 -76 -0.5%
FNT
40
First Nebraska Trust
Nebraska
$102K – – –
WW
41
Waterfront Wealth
Kansas
$100K – – –
MOS
42
MGO One Seven
Ohio
$99K -$988 -129 -0.9%
PTC
43
Philadelphia Trust Company
Pennsylvania
$88K – – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$84K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$82K -$16K -2,091 -16%
WA
46
Waverly Advisors
Alabama
$81K – – –
ASN
47
Advisory Services Network
Georgia
$79K +$82.5K +10,773 New
GI
48
Gradient Investments
Minnesota
$32K -$72.3K -9,440 -68%
IA
49
IFP Advisors
Florida
$24K +$20.3K +2,649 New
AF
50
Allworth Financial
California
$22K – – –
1
2
3

MCR Hedge Fund Activity: Q1 2022 in Review

63 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2022, worth a combined $88.6M — down 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.69M sold.

  • 63 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2022, down from 64 in Q4 2021.
  • Funds reported $88.6M of MFS Charter Income Trust stock for Q1 2022, down 13% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2022 was Morgan Stanley, an estimated $1.85M added.
  • The largest MFS Charter Income Trust seller in Q1 2022 was Envestnet Asset Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2022.