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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 $105M invested in MFS Charter Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $101M → $105M (+$4.06M)

0.97% more ownership

Funds ownership: 38.37% → 39.34% (+0.97%)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.27M
2
Morgan Stanley
Morgan Stanley
New York
+$1.04M
3
GA
GraniteShares Advisors
New York
+$170K
4
SFS
Shaker Financial Services
Virginia
+$169K
5
Osaic Holdings
Osaic Holdings
Arizona
+$121K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$263K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$226K
3
AFS
Anderson Financial Strategies
Ohio
-$212K
4
LCM
Landscape Capital Management
New Jersey
-$133K
5
HF
HRT Financial
New York
-$100K
Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
26
L.M. Kohn & Company
Ohio
$221K +$857 +138 +0.4%
CIA
27
Concurrent Investment Advisors
Florida
$210K -$59.3K -9,548 -22%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$175K -$11.9K -1,917 -7%
EFG
29
Ethos Financial Group
Pennsylvania
$156K – – –
VBCG
30
Valley Brook Capital Group
Pennsylvania
$152K – – –
BFS
31
Bard Financial Services
Connecticut
$137K – – –
RAM
32
Readystate Asset Management
Illinois
$125K -$2.24K -361 -2%
LCM
33
Landscape Capital Management
New Jersey
$94.8K -$133K -21,418 -59%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$86K -$36.6K -5,893 -30%
PTC
35
Philadelphia Trust Company
Pennsylvania
$76K – – –
Mariner
36
Mariner
Kansas
$75.4K -$10.3K -1,664 -12%
IAIM
37
International Assets Investment Management
Florida
$74.3K +$72.5K +11,675 New
FFA
38
Farther Finance Advisors
California
$71.6K +$180 +29 +0.3%
BRWA
39
B. Riley Wealth Advisors
Florida
$70K +$68.4K +11,013 New
WS
40
Wedbush Securities
California
$69K -$5.47K -881 -8%
MWM
41
Melfa Wealth Management
Massachusetts
$68.4K -$59K -9,500 -47%
Comerica Bank
42
Comerica Bank
Texas
$54.8K – – –
GWM
43
Geneos Wealth Management
Colorado
$31.8K -$35.7K -5,740 -53%
LFG
44
Larson Financial Group
Missouri
$28.1K – – –
MCM
45
MAI Capital Management
Ohio
$24.9K – – –
AF
46
Allworth Financial
California
$22.2K +$3.02K +486 +16%
VWM
47
Vermillion Wealth Management
Minnesota
$18K +$17.6K +2,826 New
BCWM
48
Bartlett & Co Wealth Management
Ohio
$14.2K – – –
WA
49
WPG Advisers
Maryland
$13.5K -$2.85K -459 -18%
JP Morgan Chase
50
JP Morgan Chase
New York
$9.22K +$1.02K +164 +13%
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MCR Hedge Fund Activity: Q2 2025 in Review

58 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2025, worth a combined $105M — up 4% from $101M a quarter earlier.

Fund positioning in MCR was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.27M. The largest seller was Pathstone Holdings, cutting an estimated $263K.

  • 58 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $105M of MFS Charter Income Trust stock for Q2 2025, up 4% quarter-over-quarter.
  • 4 funds opened new MFS Charter Income Trust positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $2.27M added.
  • The largest MFS Charter Income Trust seller in Q2 2025 was Pathstone Holdings, an estimated $263K sold.

Based on aggregated 13F filings for Q2 2025.