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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 $78.3M invested in MFS Charter Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

5% more funds holding

Funds holding: 63 → 66 (+3)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.78% more ownership

Funds ownership: 27.2% → 27.98% (+0.78%)

12% less capital invested

Capital invested by funds: $88.6M → $78.3M (-$10.3M)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.76M
3
SIA
Sit Investment Associates
Minnesota
+$1.33M
4
Invesco
Invesco
Georgia
+$670K
5
RVPG
Relative Value Partners Group
+$593K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.19M
2
Bank of America
Bank of America
North Carolina
-$891K
3
WS
Wedbush Securities
California
-$286K
4
CF
Centaurus Financial
California
-$146K
5
AWS
Atria Wealth Solutions
New York
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$24K – – –
AF
52
Allworth Financial
California
$19K – – –
First Manhattan
53
First Manhattan
New York
$17K +$420 +63 +2%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$14K – – –
BC
55
Bartlett & Co
Ohio
$14K – – –
APA
56
American Portfolios Advisors
New York
$11.1K – – –
SC
57
SouthState Corp
Florida
$8K +$8.33K +1,250 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$6K – – –
KFI
59
Key Financial Inc
Pennsylvania
$4K – – –
PSB
60
Piscataqua Savings Bank
New Hampshire
$4K – – –
EIP
61
Ellis Investment Partners
Pennsylvania
$4K +$113 +17 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$3K -$12.2K -1,831 -79%
NSIM
63
North Star Investment Management
Illinois
$3K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$2K – – –
HWA
65
HHM Wealth Advisors
Tennessee
$1K +$1.35K +202 New
IAIM
66
International Assets Investment Management
Florida
$112 – – –
AWS
67
Atria Wealth Solutions
New York
– -$137K -18,706 Closed
BRWA
68
B. Riley Wealth Advisors
Florida
– -$82K -11,135 Closed
SWM
69
Spire Wealth Management
Virginia
– -$17K -2,300 Closed
PO
70
Private Ocean
California
– -$11K -1,500 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2022 in Review

66 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2022, worth a combined $78.3M — down 12% from $88.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCR positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was UBS Group, cutting an estimated $1.19M.

  • 66 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2022, up from 63 in Q1 2022.
  • Funds reported $78.3M of MFS Charter Income Trust stock for Q2 2022, down 12% quarter-over-quarter.
  • 8 funds opened new MFS Charter Income Trust positions in Q2 2022 and 4 closed out, a net change of +4 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $19M added.
  • The largest MFS Charter Income Trust seller in Q2 2022 was UBS Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2022.