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MCR

MFS Charter Income Trust
MCR

Delisted

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

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74 hedge funds and large institutions have $80.1M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

7% more funds holding

Funds holding: 69 → 74 (+5)

4% more capital invested

Capital invested by funds: $76.7M → $80.1M (+$3.35M)

0.29% more ownership

Funds ownership: 29.22% → 29.51% (+0.29%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.58M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$637K
3
Wells Fargo
Wells Fargo
California
+$296K
4
Walleye Capital
Walleye Capital
New York
+$211K
5
Bank of America
Bank of America
North Carolina
+$180K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$643K
2
Invesco
Invesco
Georgia
-$637K
3
RVPG
Relative Value Partners Group
-$402K
4
SFS
Shaker Financial Services
Virginia
-$390K
5
RJA
Raymond James & Associates
Florida
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
SignalPoint Asset Management
Missouri
$64K +$1.36K +213 +2%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$63.1K -$27.8K -4,355 -30%
HF
53
HRT Financial
New York
$62K +$65.2K +10,227 New
JP Morgan Chase
54
JP Morgan Chase
New York
$58K +$59.7K +9,370 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$46K – – –
WAM
56
Wolverine Asset Management
Illinois
$30.8K +$31.9K +5,000 New
GI
57
Gradient Investments
Minnesota
$27.1K – – –
IA
58
IFP Advisors
Florida
$25K +$542 +85 +3%
AF
59
Allworth Financial
California
$18.4K – – –
First Manhattan
60
First Manhattan
New York
$18K +$382 +60 +2%
BC
61
Bartlett & Co
Ohio
$14K – – –
BCWM
62
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
US Bancorp
63
US Bancorp
Minnesota
$12.3K +$12.7K +2,000 New
PO
64
Private Ocean
California
$9.22K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$6.15K – – –
KFI
66
Key Financial Inc
Pennsylvania
$3.57K – – –
PSB
67
Piscataqua Savings Bank
New Hampshire
$3.46K – – –
NSIM
68
North Star Investment Management
Illinois
$3.38K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$3.15K – – –
AAG
70
Armstrong Advisory Group
Massachusetts
$3.08K +$3.19K +500 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.92K – – –
HWA
72
HHM Wealth Advisors
Tennessee
$1.24K – – –
WPA
73
West Paces Advisors
Georgia
$541 +$561 +88 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$6 -$542 -85 -99%
RVPG
75
Relative Value Partners Group
– -$402K -67,616 Closed
1 2
3
4

MCR Hedge Fund Activity: Q4 2022 in Review

74 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2022, worth a combined $80.1M — up 4.4% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCR positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.58M. The largest seller was Sit Investment Associates, cutting an estimated $643K.

  • 74 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $80.1M of MFS Charter Income Trust stock for Q4 2022, up 4.4% quarter-over-quarter.
  • 10 funds opened new MFS Charter Income Trust positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2022 was Morgan Stanley, an estimated $1.58M added.
  • The largest MFS Charter Income Trust seller in Q4 2022 was Sit Investment Associates, an estimated $643K sold.

Based on aggregated 13F filings for Q4 2022.