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MCR

MFS Charter Income Trust
MCR

Delisted

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

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64 hedge funds and large institutions have $94.9M invested in MFS Charter Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $89.2M → $94.9M (+$5.71M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0.7% less ownership

Funds ownership: 25.09% → 24.39% (-0.7%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$482K
2
Stifel Financial
Stifel Financial
Missouri
+$306K
3
Wells Fargo
Wells Fargo
California
+$203K
4
Citigroup
Citigroup
New York
+$185K
5
SFS
Shaker Financial Services
Virginia
+$150K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.73M
2
GC
Guggenheim Capital
Illinois
-$345K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$115K
4
RJA
Raymond James & Associates
Florida
-$96.3K
5
AAS
Avantax Advisory Services
Texas
-$86K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$24.6K – – –
First Manhattan
52
First Manhattan
New York
$21K +$436 +52 +2%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$20K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$20K – – –
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$20K +$18.9K +2,250 New
PO
56
Private Ocean
California
$13K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$11K – – –
CFA
58
Carroll Financial Associates
North Carolina
$9K – – –
EIP
59
Ellis Investment Partners
Pennsylvania
$6K -$4.64K -554 -45%
GWM
60
Geneos Wealth Management
Colorado
$6K – – –
NSIM
61
North Star Investment Management
Illinois
$5K – – –
RA
62
Reby Advisors
Connecticut
$5K +$4.86K +580 New
KFI
63
Key Financial Inc
Pennsylvania
$5K +$5.03K +600 New
SFS
64
Sowell Financial Services
Arkansas
$4K +$117 +14 +3%
NFG
65
Next Financial Group
Texas
$2K – – –
GC
66
Guggenheim Capital
Illinois
– -$345K -43,048 Closed
AAS
67
Avantax Advisory Services
Texas
– -$86K -10,767 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– -$7K -893 Closed
Barclays
69
Barclays
United Kingdom
– -$4K -505 Closed
WAM
70
Wolverine Asset Management
Illinois
– -$4K -500 Closed
1 2
3

MCR Hedge Fund Activity: Q4 2020 in Review

64 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2020, worth a combined $94.9M — up 6.4% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $482K. The largest seller was Sit Investment Associates, cutting an estimated $4.73M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $94.9M of MFS Charter Income Trust stock for Q4 2020, up 6.4% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q4 2020 and 5 closed out, a net change of +2 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2020 was Morgan Stanley, an estimated $482K added.
  • The largest MFS Charter Income Trust seller in Q4 2020 was Sit Investment Associates, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2020.