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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $84.3M invested in MFS Charter Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $79.4M → $84.3M (+$4.87M)

5% more funds holding

Funds holding: 59 → 62 (+3)

1.31% more ownership

Funds ownership: 28.95% → 30.26% (+1.3%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.36M
2
SFS
Shaker Financial Services
Virginia
+$523K
3
Invesco
Invesco
Georgia
+$507K
4
SIA
Sit Investment Associates
Minnesota
+$426K
5
WAM
Wolverine Asset Management
Illinois
+$203K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$283K
2
CAN
Cetera Advisor Networks
California
-$208K
3
CF
Centaurus Financial
California
-$177K
4
IAIM
International Assets Investment Management
Florida
-$101K
5
UBS Group
UBS Group
Switzerland
-$85K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$211K -$177K -28,545 -46%
AWG
27
Altus Wealth Group
Colorado
$196K – – –
LMKC
28
L.M. Kohn & Company
Ohio
$142K +$751 +121 +0.5%
WS
29
Wedbush Securities
California
$138K -$9K -1,450 -6%
BFS
30
Bard Financial Services
Connecticut
$136K – – –
EIP
31
Ellis Investment Partners
Pennsylvania
$120K -$50.4K -8,127 -30%
DAS
32
Dynamic Advisor Solutions
Arizona
$107K -$23.3K -3,752 -18%
LCM
33
Landscape Capital Management
New Jersey
$106K +$104K +16,720 New
AWA
34
Arkadios Wealth Advisors
Georgia
$91.8K – – –
VBCG
35
Valley Brook Capital Group
Pennsylvania
$89K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$83.7K +$112 +18 +0.1%
ASN
37
Advisory Services Network
Georgia
$82K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$81.2K -$44.4K -7,152 -36%
Mariner
39
Mariner
Kansas
$78K -$9.05K -1,458 -11%
FNT
40
First Nebraska Trust
Nebraska
$77K – – –
PTC
41
Philadelphia Trust Company
Pennsylvania
$76K – – –
APWA
42
Atlas Private Wealth Advisors
New Jersey
$75.7K +$74.5K +12,000 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$72.6K – – –
Creative Planning
44
Creative Planning
Kansas
$71K +$69.8K +11,247 New
WA
45
Waverly Advisors
Alabama
$69.5K – – –
SAM
46
SignalPoint Asset Management
Missouri
$68.8K +$1.43K +231 +2%
GI
47
Gradient Investments
Minnesota
$27.8K – – –
AF
48
Allworth Financial
California
$18.9K – – –
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14K – – –
BC
50
Bartlett & Co
Ohio
$14K – – –
1
2
3

MCR Hedge Fund Activity: Q2 2023 in Review

62 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2023, worth a combined $84.3M — up 6.1% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCR positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.36M. The largest seller was Wells Fargo, cutting an estimated $283K.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $84.3M of MFS Charter Income Trust stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $1.36M added.
  • The largest MFS Charter Income Trust seller in Q2 2023 was Wells Fargo, an estimated $283K sold.

Based on aggregated 13F filings for Q2 2023.