MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
9% more funds holding
Funds holding: 57 → 62 (+5)
1.62% more ownership
Funds ownership: 36.12% → 37.74% (+1.6%)
2% more capital invested
Capital invested by funds: $99.1M → $101M (+$1.96M)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.11M |
| 2 |
GA
GraniteShares Advisors
New York
|
+$2.45M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$774K |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$472K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$881K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$855K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$851K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$413K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$412K |
MCR Hedge Fund Activity: Q4 2024 in Review
62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2024, worth a combined $101M — up 2% from $99.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MCR positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.11M. The largest seller was Morgan Stanley, cutting an estimated $881K.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2024, up from 57 in Q3 2024.
- Funds reported $101M of MFS Charter Income Trust stock for Q4 2024, up 2% quarter-over-quarter.
- 12 funds opened new MFS Charter Income Trust positions in Q4 2024 and 4 closed out, a net change of +8 holders.
- The largest MFS Charter Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.11M added.
- The largest MFS Charter Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $881K sold.
Based on aggregated 13F filings for Q4 2024.