We are live on ! Find out more
MCR

MFS Charter Income Trust
MCR

Delisted

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

Back to rankings

69 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 66 → 69 (+3)

1.24% more ownership

Funds ownership: 27.98% → 29.22% (+1.2%)

2% less capital invested

Capital invested by funds: $78.3M → $76.7M (-$1.55M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.78M
2
UBS Group
UBS Group
Switzerland
+$1.14M
3
Wells Fargo
Wells Fargo
California
+$236K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$228K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.58M
2
WAM
Wolverine Asset Management
Illinois
-$816K
3
CF
Centaurus Financial
California
-$562K
4
Morgan Stanley
Morgan Stanley
New York
-$358K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$24K -$32 -5 -0.2%
AF
52
Allworth Financial
California
$18K – – –
First Manhattan
53
First Manhattan
New York
$17K +$403 +62 +2%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$13.2K – – –
BC
55
Bartlett & Co
Ohio
$13K – – –
S
56
SignatureFD
Georgia
$13K +$14K +2,150 New
APA
57
American Portfolios Advisors
New York
$10.5K – – –
PO
58
Private Ocean
California
$8K +$9.75K +1,500 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$6K – – –
KFI
60
Key Financial Inc
Pennsylvania
$4K – – –
EIP
61
Ellis Investment Partners
Pennsylvania
$4K +$110 +17 +2%
NSIM
62
North Star Investment Management
Illinois
$3K – – –
PSB
63
Piscataqua Savings Bank
New Hampshire
$3K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3K – – –
EWA
65
EverSource Wealth Advisors
Alabama
$3K +$3.33K +512 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$1K – – –
HWA
67
HHM Wealth Advisors
Tennessee
$1K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1K +$559 +86 New
MOS
69
MGO One Seven
Ohio
$77 -$2.57K -396 -3%
WAM
70
Wolverine Asset Management
Illinois
– -$816K -129,603 Closed
WW
71
Waterfront Wealth
Kansas
– -$89K -14,135 Closed
SWM
72
SeaCrest Wealth Management
New York
– -$56K -8,870 Closed
SC
73
SouthState Corp
Florida
– -$8K -1,250 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2022 in Review

69 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2022, worth a combined $76.7M — down 2% from $78.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.78M. The largest seller was Bank of America, cutting an estimated $1.58M.

  • 69 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2022, up from 66 in Q2 2022.
  • Funds reported $76.7M of MFS Charter Income Trust stock for Q3 2022, down 2% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q3 2022 and 4 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $4.78M added.
  • The largest MFS Charter Income Trust seller in Q3 2022 was Bank of America, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2022.