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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 $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.28% less ownership

Funds ownership: 27.18% → 26.9% (-0.28%)

2% less capital invested

Capital invested by funds: $104M → $102M (-$2.1M)

4% less funds holding

Funds holding: 67 → 64 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.52M
2
NA
NewEdge Advisors
Louisiana
+$1.03M
3
PPA
Parametric Portfolio Associates
Washington
+$340K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$151K
5
Bank of America
Bank of America
North Carolina
+$111K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.91M
2
Invesco
Invesco
Georgia
-$170K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149K
4
Truist Financial
Truist Financial
North Carolina
-$149K
5
SFS
Shaker Financial Services
Virginia
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$15K – – –
PO
52
Private Ocean
California
$13K – – –
CFA
53
Carroll Financial Associates
North Carolina
$9K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$9K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$8K – – –
GWM
56
Geneos Wealth Management
Colorado
$6K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$6K +$120 +14 +2%
KFI
58
Key Financial Inc
Pennsylvania
$5K – – –
NSIM
59
North Star Investment Management
Illinois
$5K – – –
PSB
60
Piscataqua Savings Bank
New Hampshire
$5K – – –
CFRPA
61
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3.43K +400 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$2K – – –
NFG
63
Next Financial Group
Texas
$2K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$1K +$1.2K +140 New
RPA
65
Rock Point Advisors
Vermont
– -$94K -10,900 Closed
Creative Planning
66
Creative Planning
Kansas
– -$87K -10,099 Closed
APWA
67
Atlas Private Wealth Advisors
New Jersey
– -$52K -6,000 Closed
Citigroup
68
Citigroup
New York
– -$23K -2,669 Closed
BC
69
Bartlett & Co
Ohio
– -$19K -2,225 Closed
BCWM
70
Bartlett & Co Wealth Management
Ohio
– -$19.1K -2,225 Closed
PFBT
71
Parkside Financial Bank & Trust
Missouri
– -$5K -592 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -437 Closed
1 2
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MCR Hedge Fund Activity: Q4 2021 in Review

64 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2021, worth a combined $102M — down 2% from $104M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MCR and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Sit Investment Associates, cutting an estimated $4.91M.

  • 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2021, down from 67 in Q3 2021.
  • Funds reported $102M of MFS Charter Income Trust stock for Q4 2021, down 2% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q4 2021 and 8 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $2.52M added.
  • The largest MFS Charter Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2021.