MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $78.3M invested in MFS Charter Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
5% more funds holding
Funds holding: 63 → 66 (+3)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0.78% more ownership
Funds ownership: 27.2% → 27.98% (+0.78%)
12% less capital invested
Capital invested by funds: $88.6M → $78.3M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.76M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.33M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$670K |
| 5 |
RVPG
Relative Value Partners Group
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$891K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$286K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$146K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$137K |
MCR Hedge Fund Activity: Q2 2022 in Review
66 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2022, worth a combined $78.3M — down 12% from $88.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCR positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was UBS Group, cutting an estimated $1.19M.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2022, up from 63 in Q1 2022.
- Funds reported $78.3M of MFS Charter Income Trust stock for Q2 2022, down 12% quarter-over-quarter.
- 8 funds opened new MFS Charter Income Trust positions in Q2 2022 and 4 closed out, a net change of +4 holders.
- The largest MFS Charter Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $19M added.
- The largest MFS Charter Income Trust seller in Q2 2022 was UBS Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2022.