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

59 hedge funds and large institutions have $79.4M invested in MFS Charter Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% less ownership

Funds ownership: 29.51% → 28.95% (-0.56%)

1% less capital invested

Capital invested by funds: $80.1M → $79.4M (-$690K)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

20% less funds holding

Funds holding: 74 → 59 (-15)

93% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 15

Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$672K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$257K
3
SIA
Sit Investment Associates
Minnesota
+$179K
4
Wells Fargo
Wells Fargo
California
+$54.7K
5
WAM
Wolverine Asset Management
Illinois
+$52.2K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$233K
2
Walleye Capital
Walleye Capital
New York
-$204K
3
Invesco
Invesco
Georgia
-$190K
4
RCM
Rivernorth Capital Management
Florida
-$154K
5
UBS Group
UBS Group
Switzerland
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$146K -$5.74K -884 -4%
LMKC
27
L.M. Kohn & Company
Ohio
$140K +$740 +114 +0.5%
BFS
28
Bard Financial Services
Connecticut
$135K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$131K -$43.8K -6,752 -25%
SFS
30
Shaker Financial Services
Virginia
$130K -$233K -35,974 -63%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$126K -$79.6K -12,263 -38%
IAIM
32
International Assets Investment Management
Florida
$101K -$11K -1,700 -10%
AWA
33
Arkadios Wealth Advisors
Georgia
$91.5K -$8.44K -1,300 -8%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$88.7K – – –
Mariner
35
Mariner
Kansas
$87K +$2.6K +401 +3%
BRWA
36
B. Riley Wealth Advisors
Florida
$83.3K +$110 +17 +0.1%
WAM
37
Wolverine Asset Management
Illinois
$82K +$52.2K +8,041 +161%
ASN
38
Advisory Services Network
Georgia
$81.7K – – –
FNT
39
First Nebraska Trust
Nebraska
$76.7K -$2.27K -350 -3%
PTC
40
Philadelphia Trust Company
Pennsylvania
$75K – – –
IWC
41
Integrated Wealth Concepts
Massachusetts
$72K – – –
WA
42
Waverly Advisors
Alabama
$69.3K – – –
SAM
43
SignalPoint Asset Management
Missouri
$67K +$1.4K +216 +2%
GI
44
Gradient Investments
Minnesota
$27.7K – – –
AF
45
Allworth Financial
California
$18.9K – – –
BC
46
Bartlett & Co
Ohio
$14K – – –
BCWM
47
Bartlett & Co Wealth Management
Ohio
$14K – – –
US Bancorp
48
US Bancorp
Minnesota
$12.6K – – –
PO
49
Private Ocean
California
$9.44K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$6.29K – – –
1
2
3

MCR Hedge Fund Activity: Q1 2023 in Review

59 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2023, worth a combined $79.4M — down 0.86% from $80.1M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MCR and 1 opened new positions — a net loss of 14 holders — while 21 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $672K. The largest seller was Shaker Financial Services, cutting an estimated $233K.

  • 59 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $79.4M of MFS Charter Income Trust stock for Q1 2023, down 0.86% quarter-over-quarter.
  • 1 fund opened new MFS Charter Income Trust positions in Q1 2023 and 15 closed out, a net change of -14 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2023 was Morgan Stanley, an estimated $672K added.
  • The largest MFS Charter Income Trust seller in Q1 2023 was Shaker Financial Services, an estimated $233K sold.

Based on aggregated 13F filings for Q1 2023.