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MCR

MFS Charter Income Trust
MCR

Delisted

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

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66 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

3% more funds holding

Funds holding: 64 → 66 (+2)

0.21% more ownership

Funds ownership: 41.45% → 41.66% (+0.21%)

3% less capital invested

Capital invested by funds: $108M → $105M (-$3.1M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.91M
2
SFS
Shaker Financial Services
Virginia
+$822K
3
SIA
Sit Investment Associates
Minnesota
+$649K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$540K
5
LSC
Logan Stone Capital
Illinois
+$216K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.61M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.29M
3
RAM
Readystate Asset Management
Illinois
-$116K
4
Millennium Management
Millennium Management
New York
-$76K
5
LCM
Landscape Capital Management
New Jersey
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$20.6K +$21.1K +3,402 New
VWM
52
Vermillion Wealth Management
Minnesota
$17.1K – – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$17K – – –
WA
54
WPG Advisers
Maryland
$13.9K +$1.11K +180 +9%
BCWM
55
Bartlett & Co Wealth Management
Ohio
$13.4K – – –
US Bancorp
56
US Bancorp
Minnesota
$12.8K +$13K +2,107 New
ASN
57
Advisory Services Network
Georgia
$6.96K +$7.11K +1,148 New
CFD
58
Creative Financial Designs
Indiana
$6.34K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$6.18K – – –
FHC
60
First Horizon Corporation
Tennessee
$5.34K – – –
PSB
61
Piscataqua Savings Bank
New Hampshire
$3.41K – – –
AAG
62
Armstrong Advisory Group
Massachusetts
$3.03K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.87K – – –
MCM
64
MAI Capital Management
Ohio
$1.7K – – –
JP Morgan Chase
65
JP Morgan Chase
New York
$1.68K – – –
KFI
66
Key Financial Inc
Pennsylvania
$1.38K – – –
RAM
67
Readystate Asset Management
Illinois
– -$116K -18,507 Closed
Millennium Management
68
Millennium Management
New York
– -$76K -12,114 Closed
LCM
69
Landscape Capital Management
New Jersey
– -$72.7K -11,590 Closed
BFPW
70
BOK Financial Private Wealth
Colorado
– -$546 -87 Closed
1 2
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MCR Hedge Fund Activity: Q1 2026 in Review

66 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2026, worth a combined $105M — down 2.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.91M. The largest seller was Morgan Stanley, cutting an estimated $2.61M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2026, up from 64 in Q4 2025.
  • Funds reported $105M of MFS Charter Income Trust stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 9 funds opened new MFS Charter Income Trust positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2026 was Rivernorth Capital Management, an estimated $1.91M added.
  • The largest MFS Charter Income Trust seller in Q1 2026 was Morgan Stanley, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2026.