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MCR

MFS Charter Income Trust
MCR

Delisted

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

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58 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.62% more ownership

Funds ownership: 37.74% → 38.37% (+0.62%)

0% less capital invested

Capital invested by funds: $101M → $101M (-$110K)

6% less funds holding

Funds holding: 62 → 58 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.34M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$797K
3
Bank of America
Bank of America
North Carolina
+$260K
4
GA
GraniteShares Advisors
New York
+$158K
5
EFG
Ethos Financial Group
Pennsylvania
+$156K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.11M
2
Invesco
Invesco
Georgia
-$341K
3
Morgan Stanley
Morgan Stanley
New York
-$339K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$189K
5
LCM
Landscape Capital Management
New Jersey
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$236K -$10.7K -1,686 -4%
LCM
27
Landscape Capital Management
New Jersey
$228K -$151K -23,812 -40%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$226K +$96K +15,156 +73%
LMKC
29
L.M. Kohn & Company
Ohio
$217K +$646 +102 +0.3%
AFS
30
Anderson Financial Strategies
Ohio
$212K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$184K +$5.28K +833 +3%
EFG
32
Ethos Financial Group
Pennsylvania
$154K +$156K +24,598 New
VBCG
33
Valley Brook Capital Group
Pennsylvania
$150K – – –
BFS
34
Bard Financial Services
Connecticut
$135K – – –
MWM
35
Melfa Wealth Management
Massachusetts
$127K – – –
RAM
36
Readystate Asset Management
Illinois
$125K +$126K +19,939 New
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$122K -$189K -29,868 -61%
HF
38
HRT Financial
New York
$100K +$101K +16,001 New
Mariner
39
Mariner
Kansas
$84.8K -$2.46K -389 -3%
PTC
40
Philadelphia Trust Company
Pennsylvania
$75K – – –
WS
41
Wedbush Securities
California
$73K – – –
FFA
42
Farther Finance Advisors
California
$70.7K +$71.1K +11,228 New
GWM
43
Geneos Wealth Management
Colorado
$67.4K +$68.1K +10,746 New
Comerica Bank
44
Comerica Bank
Texas
$54K – – –
LFG
45
Larson Financial Group
Missouri
$27.7K – – –
MCM
46
MAI Capital Management
Ohio
$24.5K – – –
AF
47
Allworth Financial
California
$18.3K – – –
WA
48
WPG Advisers
Maryland
$16.2K +$1.22K +192 +8%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14K – – –
SWP
50
SIMA Wealth Partners
Virginia
$11.4K +$241 +38 +2%
1
2
3

MCR Hedge Fund Activity: Q1 2025 in Review

58 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2025, worth a combined $101M — down 0.11% from $101M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCR and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.34M. The largest seller was Allspring Global Investments, cutting an estimated $1.11M.

  • 58 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $101M of MFS Charter Income Trust stock for Q1 2025, down 0.11% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $2.34M added.
  • The largest MFS Charter Income Trust seller in Q1 2025 was Allspring Global Investments, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2025.