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MCR

MFS Charter Income Trust
MCR

Delisted

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

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67 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 64 → 67 (+3)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.94% less ownership

Funds ownership: 28.12% → 27.18% (-0.94%)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.16M
2
PPA
Parametric Portfolio Associates
Washington
+$915K
3
Bank of America
Bank of America
North Carolina
+$639K
4
WS
Wedbush Securities
California
+$403K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$270K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.24M
2
TAF
Tredje AP-fonden
Sweden
-$5.22M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$378K
5
Truist Financial
Truist Financial
North Carolina
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$19.1K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$19K -$1.03M -118,890 -98%
BC
53
Bartlett & Co
Ohio
$19K – – –
APA
54
American Portfolios Advisors
New York
$15.2K – – –
PO
55
Private Ocean
California
$13K +$13K +1,500 New
CFA
56
Carroll Financial Associates
North Carolina
$9K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$9K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$8K – – –
GWM
59
Geneos Wealth Management
Colorado
$6K – – –
EIP
60
Ellis Investment Partners
Pennsylvania
$6K +$121 +14 +2%
KFI
61
Key Financial Inc
Pennsylvania
$5K – – –
NSIM
62
North Star Investment Management
Illinois
$5K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$5K – – –
PSB
64
Piscataqua Savings Bank
New Hampshire
$5K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.78K +437 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$2K – – –
NFG
67
Next Financial Group
Texas
$2K – – –
TAF
68
Tredje AP-fonden
Sweden
– -$5.22M -7,236 Closed
ASN
69
Advisory Services Network
Georgia
– -$55K -6,303 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2021 in Review

67 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Sit Investment Associates, cutting an estimated $6.24M.

  • 67 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $104M of MFS Charter Income Trust stock for Q3 2021, down 9% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.16M added.
  • The largest MFS Charter Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2021.