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MCR

MFS Charter Income Trust
MCR

Delisted

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

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62 hedge funds and large institutions have $91.1M invested in MFS Charter Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.66% more ownership

Funds ownership: 33.07% → 33.73% (+0.66%)

1% more capital invested

Capital invested by funds: $90.6M → $91.1M (+$545K)

6% less funds holding

Funds holding: 66 → 62 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.02M
2
SFC
Strategic Financial Concepts
Texas
+$258K
3
Bank of America
Bank of America
North Carolina
+$230K
4
CIA
Concurrent Investment Advisors
Florida
+$124K
5
LCM
Landscape Capital Management
New Jersey
+$82.8K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$571K
2
SFS
Shaker Financial Services
Virginia
-$390K
3
CA
CoreCap Advisors
Michigan
-$301K
4
UBS Group
UBS Group
Switzerland
-$251K
5
Morgan Stanley
Morgan Stanley
New York
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$8.06K – – –
CFD
52
Creative Financial Designs
Indiana
$6.56K – – –
SFC
53
Strategic Financial Concepts
Texas
$6.5K +$258K +41,340 New
PSB
54
Piscataqua Savings Bank
New Hampshire
$3.53K – – –
AAG
55
Armstrong Advisory Group
Massachusetts
$3.13K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.97K – – –
KFI
57
Key Financial Inc
Pennsylvania
$2.85K – – –
PTC
58
Private Trust Company
Ohio
$2.51K +$2.49K +400 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$1.9K – – –
AWM
60
Avior Wealth Management
Nebraska
$1.52K – – –
HWA
61
HHM Wealth Advisors
Tennessee
$1.27K – – –
HNB
62
Hilltop National Bank
Wyoming
$846 – – –
CA
63
CoreCap Advisors
Michigan
– -$301K -47,510 Closed
HF
64
HRT Financial
New York
– -$81K -12,859 Closed
IWC
65
Integrated Wealth Concepts
Massachusetts
– -$63.4K -10,000 Closed
FIM
66
Fernwood Investment Management
Massachusetts
– -$19K -3,000 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
– -$4.25K -670 Closed
US Bancorp
68
US Bancorp
Minnesota
– -$3.46K -546 Closed
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
– -$1.58K -250 Closed
GWSG
70
GPS Wealth Strategies Group
Colorado
– -$1.58K -250 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– -$6 -1 Closed
1 2
3

MCR Hedge Fund Activity: Q2 2024 in Review

62 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2024, worth a combined $91.1M — up 0.6% from $90.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCR and 5 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $571K.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2024, down from 66 in Q1 2024.
  • Funds reported $91.1M of MFS Charter Income Trust stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q2 2024 and 9 closed out, a net change of -4 holders.
  • The largest MFS Charter Income Trust buyer in Q2 2024 was Allspring Global Investments, an estimated $3.02M added.
  • The largest MFS Charter Income Trust seller in Q2 2024 was Wells Fargo, an estimated $571K sold.

Based on aggregated 13F filings for Q2 2024.