MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $114M invested in MFS Charter Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.
4% more capital invested
Capital invested by funds: $109M → $114M (+$4.69M)
0.76% less ownership
Funds ownership: 28.88% → 28.12% (-0.76%)
2% less funds holding
Funds holding: 65 → 64 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.27M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.26M |
| 3 |
Morgan Stanley
New York
|
+$1.61M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$505K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.42M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.09M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$379K |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$271K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$156K |
MCR Hedge Fund Activity: Q2 2021 in Review
64 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2021, worth a combined $114M — up 4.3% from $109M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MCR and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 16 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.27M. The largest seller was Sit Investment Associates, cutting an estimated $8.42M.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2021, down from 65 in Q1 2021.
- Funds reported $114M of MFS Charter Income Trust stock for Q2 2021, up 4.3% quarter-over-quarter.
- 6 funds opened new MFS Charter Income Trust positions in Q2 2021 and 7 closed out, a net change of -1 holder.
- The largest MFS Charter Income Trust buyer in Q2 2021 was Envestnet Asset Management, an estimated $2.27M added.
- The largest MFS Charter Income Trust seller in Q2 2021 was Sit Investment Associates, an estimated $8.42M sold.
Based on aggregated 13F filings for Q2 2021.