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MCR

MFS Charter Income Trust
MCR

Delisted

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

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58 hedge funds and large institutions have $142M invested in MFS Charter Income Trust in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $79.9M → $142M (+$62.3M)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

19.33% more ownership

Funds ownership: 31.6% → 50.92% (+19%)

11% less funds holding

Funds holding: 65 → 58 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.7M
2
SIA
Sit Investment Associates
Minnesota
+$655K
3
SFS
Shaker Financial Services
Virginia
+$521K
4
Wells Fargo
Wells Fargo
California
+$360K
5
LCM
Landscape Capital Management
New Jersey
+$242K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$378K
2
Osaic Holdings
Osaic Holdings
Arizona
-$175K
3
WAM
Wolverine Asset Management
Illinois
-$175K
4
UBS Group
UBS Group
Switzerland
-$148K
5
HF
HRT Financial
New York
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$6.76K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$6.46K – – –
PSB
53
Piscataqua Savings Bank
New Hampshire
$3.64K – – –
AAG
54
Armstrong Advisory Group
Massachusetts
$3.23K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$3.06K – – –
KFI
56
Key Financial Inc
Pennsylvania
$2.94K – – –
GWSG
57
GPS Wealth Strategies Group
Colorado
$1.61K – – –
HWA
58
HHM Wealth Advisors
Tennessee
$1.31K – – –
WAM
59
Wolverine Asset Management
Illinois
– -$175K -29,873 Closed
HF
60
HRT Financial
New York
– -$106K -18,133 Closed
DAS
61
Dynamic Advisor Solutions
Arizona
– -$90.4K -15,449 Closed
CF
62
Centaurus Financial
California
– -$73K -12,404 Closed
FNT
63
First Nebraska Trust
Nebraska
– -$71.4K -12,200 Closed
PAS
64
Park Avenue Securities
New York
– -$71K -12,152 Closed
WA
65
Waverly Advisors
Alabama
– -$64.5K -11,020 Closed
EC
66
Elequin Capital
New York
– -$21.7K -3,715 Closed
FCA
67
FinTrust Capital Advisors
South Carolina
– -$6.55K -1,120 Closed
1 2
3

MCR Hedge Fund Activity: Q4 2023 in Review

58 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2023, worth a combined $142M — up 78% from $79.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCR and 2 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $49.7M. The largest seller was LPL Financial, cutting an estimated $378K.

  • 58 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2023, down from 65 in Q3 2023.
  • Funds reported $142M of MFS Charter Income Trust stock for Q4 2023, up 78% quarter-over-quarter.
  • 2 funds opened new MFS Charter Income Trust positions in Q4 2023 and 9 closed out, a net change of -7 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.7M added.
  • The largest MFS Charter Income Trust seller in Q4 2023 was LPL Financial, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2023.