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

62 hedge funds and large institutions have $84.3M invested in MFS Charter Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $79.4M → $84.3M (+$4.87M)

5% more funds holding

Funds holding: 59 → 62 (+3)

1.31% more ownership

Funds ownership: 28.95% → 30.26% (+1.3%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.36M
2
SFS
Shaker Financial Services
Virginia
+$523K
3
Invesco
Invesco
Georgia
+$507K
4
SIA
Sit Investment Associates
Minnesota
+$426K
5
WAM
Wolverine Asset Management
Illinois
+$203K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$283K
2
CAN
Cetera Advisor Networks
California
-$208K
3
CF
Centaurus Financial
California
-$177K
4
IAIM
International Assets Investment Management
Florida
-$101K
5
UBS Group
UBS Group
Switzerland
-$85K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$12.6K – – –
CFD
52
Creative Financial Designs
Indiana
$6.6K +$6.49K +1,046 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$6.31K – – –
EC
54
Elequin Capital
New York
$5.84K +$5.75K +926 New
PSB
55
Piscataqua Savings Bank
New Hampshire
$3.55K – – –
EWA
56
EverSource Wealth Advisors
Alabama
$3.23K – – –
AAG
57
Armstrong Advisory Group
Massachusetts
$3.15K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.99K – – –
KFI
59
Key Financial Inc
Pennsylvania
$2.87K – – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$1.58K – – –
HWA
61
HHM Wealth Advisors
Tennessee
$1.28K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$606 +$180 +29 +43%
CAN
63
Cetera Advisor Networks
California
– -$208K -32,999 Closed
IAIM
64
International Assets Investment Management
Florida
– -$101K -16,100 Closed
PO
65
Private Ocean
California
– -$9.44K -1,500 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2023 in Review

62 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2023, worth a combined $84.3M — up 6.1% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCR positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.36M. The largest seller was Wells Fargo, cutting an estimated $283K.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $84.3M of MFS Charter Income Trust stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $1.36M added.
  • The largest MFS Charter Income Trust seller in Q2 2023 was Wells Fargo, an estimated $283K sold.

Based on aggregated 13F filings for Q2 2023.