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MCR

MFS Charter Income Trust
MCR

Delisted

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

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65 hedge funds and large institutions have $79.9M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 62 → 65 (+3)

1.33% more ownership

Funds ownership: 30.26% → 31.6% (+1.3%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

5% less capital invested

Capital invested by funds: $84.3M → $79.9M (-$4.38M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.05M
2
SFS
Shaker Financial Services
Virginia
+$695K
3
SIA
Sit Investment Associates
Minnesota
+$603K
4
Osaic Holdings
Osaic Holdings
Arizona
+$205K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$204K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.3M
2
CA
CoreCap Advisors
Michigan
-$341K
3
NA
NewEdge Advisors
Louisiana
-$166K
4
CF
Centaurus Financial
California
-$129K
5
Wells Fargo
Wells Fargo
California
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
51
Elequin Capital
New York
$21.7K +$17.1K +2,789 +301%
AF
52
Allworth Financial
California
$17.6K – – –
JP Morgan Chase
53
JP Morgan Chase
New York
$16.3K +$16.5K +2,691 +2,803%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$13K – – –
BC
55
Bartlett & Co
Ohio
$13K – – –
US Bancorp
56
US Bancorp
Minnesota
$7.75K -$4.13K -676 -34%
FCA
57
FinTrust Capital Advisors
South Carolina
$6.55K +$6.85K +1,120 New
CFD
58
Creative Financial Designs
Indiana
$6.12K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$5.85K – – –
PSB
60
Piscataqua Savings Bank
New Hampshire
$3.29K – – –
AAG
61
Armstrong Advisory Group
Massachusetts
$2.92K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$2.77K – – –
KFI
63
Key Financial Inc
Pennsylvania
$2.66K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$1.46K – – –
HWA
65
HHM Wealth Advisors
Tennessee
$1.18K – – –
Creative Planning
66
Creative Planning
Kansas
– -$71K -11,247 Closed
EWA
67
EverSource Wealth Advisors
Alabama
– -$3.23K -512 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2023 in Review

65 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2023, worth a combined $79.9M — down 5.2% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 65 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $79.9M of MFS Charter Income Trust stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest MFS Charter Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $2.05M added.
  • The largest MFS Charter Income Trust seller in Q3 2023 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2023.