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MCR

MFS Charter Income Trust
MCR

Delisted

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

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65 hedge funds and large institutions have $79.9M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 62 → 65 (+3)

1.33% more ownership

Funds ownership: 30.26% → 31.6% (+1.3%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

5% less capital invested

Capital invested by funds: $84.3M → $79.9M (-$4.38M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.05M
2
SFS
Shaker Financial Services
Virginia
+$695K
3
SIA
Sit Investment Associates
Minnesota
+$603K
4
Osaic Holdings
Osaic Holdings
Arizona
+$205K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$204K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.3M
2
CA
CoreCap Advisors
Michigan
-$341K
3
NA
NewEdge Advisors
Louisiana
-$166K
4
CF
Centaurus Financial
California
-$129K
5
Wells Fargo
Wells Fargo
California
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$175K -$97.2K -15,894 -35%
LCM
27
Landscape Capital Management
New Jersey
$163K +$68.2K +11,156 +67%
LMKC
28
L.M. Kohn & Company
Ohio
$144K +$13K +2,124 +9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$133K +$60.6K +9,913 +77%
WS
30
Wedbush Securities
California
$128K – – –
BFS
31
Bard Financial Services
Connecticut
$126K – – –
HF
32
HRT Financial
New York
$106K +$111K +18,133 New
DAS
33
Dynamic Advisor Solutions
Arizona
$90.4K -$9.55K -1,561 -9%
AWA
34
Arkadios Wealth Advisors
Georgia
$85.1K – – –
VBCG
35
Valley Brook Capital Group
Pennsylvania
$82.5K – – –
EIP
36
Ellis Investment Partners
Pennsylvania
$78K -$35.3K -5,764 -30%
BRWA
37
B. Riley Wealth Advisors
Florida
$77.7K +$110 +18 +0.1%
ASN
38
Advisory Services Network
Georgia
$76K – – –
CF
39
Centaurus Financial
California
$73K -$129K -21,099 -63%
FNT
40
First Nebraska Trust
Nebraska
$71.4K – – –
PAS
41
Park Avenue Securities
New York
$71K +$74.3K +12,152 New
APWA
42
Atlas Private Wealth Advisors
New Jersey
$70.2K – – –
Mariner
43
Mariner
Kansas
$70.1K -$2.37K -387 -3%
PTC
44
Philadelphia Trust Company
Pennsylvania
$70K – – –
IAIM
45
International Assets Investment Management
Florida
$68.3K +$71.4K +11,675 New
SAM
46
SignalPoint Asset Management
Missouri
$64.7K +$991 +162 +1%
WA
47
Waverly Advisors
Alabama
$64.5K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$58.5K -$9.18K -1,500 -13%
Comerica Bank
49
Comerica Bank
Texas
$53.2K +$55.6K +9,098 New
GI
50
Gradient Investments
Minnesota
$25.7K – – –
1
2
3

MCR Hedge Fund Activity: Q3 2023 in Review

65 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2023, worth a combined $79.9M — down 5.2% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 65 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $79.9M of MFS Charter Income Trust stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $2.05M added.
  • The largest MFS Charter Income Trust seller in Q3 2023 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2023.