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

69 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 66 → 69 (+3)

1.24% more ownership

Funds ownership: 27.98% → 29.22% (+1.2%)

2% less capital invested

Capital invested by funds: $78.3M → $76.7M (-$1.55M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.78M
2
UBS Group
UBS Group
Switzerland
+$1.14M
3
Wells Fargo
Wells Fargo
California
+$236K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$228K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.58M
2
WAM
Wolverine Asset Management
Illinois
-$816K
3
CF
Centaurus Financial
California
-$562K
4
Morgan Stanley
Morgan Stanley
New York
-$358K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
26
Fortitude Advisory Group
Washington
$275K +$9.62K +1,480 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$247K -$175K -26,900 -39%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$228K +$13K +1,998 +6%
CAN
29
Cetera Advisor Networks
California
$222K -$27.3K -4,195 -10%
DAS
30
Dynamic Advisor Solutions
Arizona
$162K +$5.45K +839 +3%
LCM
31
Landscape Capital Management
New Jersey
$148K -$78.2K -12,028 -33%
WS
32
Wedbush Securities
California
$144K -$6.36K -978 -4%
LMKC
33
L.M. Kohn & Company
Ohio
$132K +$43K +6,623 +43%
BFS
34
Bard Financial Services
Connecticut
$128K – – –
IAIM
35
International Assets Investment Management
Florida
$106K – – –
PAS
36
Park Avenue Securities
New York
$104K -$3.16K -487 -3%
AWS
37
Atria Wealth Solutions
New York
$89.5K +$97.7K +15,042 New
Mariner
38
Mariner
Kansas
$89K +$97.1K +14,936 New
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$87K -$208 -32 -0.2%
AWA
40
Arkadios Wealth Advisors
Georgia
$85K – – –
VBCG
41
Valley Brook Capital Group
Pennsylvania
$83K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$79K +$85.9K +13,215 New
ASN
43
Advisory Services Network
Georgia
$77K +$14.4K +2,220 +21%
FNT
44
First Nebraska Trust
Nebraska
$74.7K – – –
PTC
45
Philadelphia Trust Company
Pennsylvania
$71K – – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$68K – – –
WA
47
Waverly Advisors
Alabama
$66K – – –
SAM
48
SignalPoint Asset Management
Missouri
$60K +$1.38K +213 +2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$45K -$2.31K -355 -4%
GI
50
Gradient Investments
Minnesota
$26K – – –
1
2
3

MCR Hedge Fund Activity: Q3 2022 in Review

69 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2022, worth a combined $76.7M — down 2% from $78.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.78M. The largest seller was Bank of America, cutting an estimated $1.58M.

  • 69 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2022, up from 66 in Q2 2022.
  • Funds reported $76.7M of MFS Charter Income Trust stock for Q3 2022, down 2% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q3 2022 and 4 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $4.78M added.
  • The largest MFS Charter Income Trust seller in Q3 2022 was Bank of America, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2022.