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MCR

MFS Charter Income Trust
MCR

Delisted

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

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59 hedge funds and large institutions have $110M invested in MFS Charter Income Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 58 → 59 (+1)

1.66% more ownership

Funds ownership: 39.34% → 41% (+1.7%)

5% more capital invested

Capital invested by funds: $105M → $110M (+$4.72M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.95M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$472K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$368K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$306K
5
GA
GraniteShares Advisors
New York
+$270K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.06M
2
Morgan Stanley
Morgan Stanley
New York
-$279K
3
LMKC
L.M. Kohn & Company
Ohio
-$221K
4
Wells Fargo
Wells Fargo
California
-$106K
5
LCM
Landscape Capital Management
New Jersey
-$94.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$232K -$5.31K -832 -2%
BEI
27
Benjamin Edwards Inc
Missouri
$230K +$228K +35,749 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$175K -$1.03K -161 -0.6%
VBCG
29
Valley Brook Capital Group
Pennsylvania
$153K – – –
EFG
30
Ethos Financial Group
Pennsylvania
$141K -$16.9K -2,648 -11%
BFS
31
Bard Financial Services
Connecticut
$138K – – –
RAM
32
Readystate Asset Management
Illinois
$134K +$7.95K +1,246 +6%
CIA
33
Concurrent Investment Advisors
Florida
$131K -$80.8K -12,666 -38%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$119K +$118K +18,489 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$117K +$116K +18,249 New
SPIA
36
Steward Partners Investment Advisory
New York
$89.5K +$82.4K +12,916 +1,266%
PTC
37
Philadelphia Trust Company
Pennsylvania
$77K – – –
Mariner
38
Mariner
Kansas
$76.4K +$268 +42 +0.4%
IAIM
39
International Assets Investment Management
Florida
$74.3K – – –
FFA
40
Farther Finance Advisors
California
$72.5K +$191 +30 +0.3%
BRWA
41
B. Riley Wealth Advisors
Florida
$70.7K – – –
WS
42
Wedbush Securities
California
$69K – – –
Comerica Bank
43
Comerica Bank
Texas
$58K +$2.63K +412 +5%
LFG
44
Larson Financial Group
Missouri
$28.3K – – –
MCM
45
MAI Capital Management
Ohio
$25.1K – – –
AF
46
Allworth Financial
California
$22.4K – – –
VWM
47
Vermillion Wealth Management
Minnesota
$18.1K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$18K +$17.9K +2,802 New
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14.3K – – –
WA
50
WPG Advisers
Maryland
$13.6K – – –
1
2
3

MCR Hedge Fund Activity: Q3 2025 in Review

59 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2025, worth a combined $110M — up 4.5% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.95M. The largest seller was Allspring Global Investments, cutting an estimated $2.06M.

  • 59 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $110M of MFS Charter Income Trust stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q3 2025 and 6 closed out, a net change of +1 holder.
  • The largest MFS Charter Income Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $3.95M added.
  • The largest MFS Charter Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2025.