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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 $101M invested in MFS Charter Income Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

9% more funds holding

Funds holding: 57 → 62 (+5)

1.62% more ownership

Funds ownership: 36.12% → 37.74% (+1.6%)

2% more capital invested

Capital invested by funds: $99.1M → $101M (+$1.96M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.11M
2
GA
GraniteShares Advisors
New York
+$2.45M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$774K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$472K
5
Invesco
Invesco
Georgia
+$338K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$881K
2
WAM
Wolverine Asset Management
Illinois
-$855K
3
SFS
Shaker Financial Services
Virginia
-$851K
4
LCM
Landscape Capital Management
New Jersey
-$413K
5
IAIM
International Assets Investment Management
Florida
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$14.2K – – –
SWP
52
SIMA Wealth Partners
Virginia
$11.3K +$11.3K +1,775 New
JP Morgan Chase
53
JP Morgan Chase
New York
$8.2K – – –
CFD
54
Creative Financial Designs
Indiana
$6.67K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PSB
56
Piscataqua Savings Bank
New Hampshire
$3.59K – – –
AAG
57
Armstrong Advisory Group
Massachusetts
$3.19K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$3.03K – – –
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$1.88K – – –
KFI
60
Key Financial Inc
Pennsylvania
$1.45K – – –
PMFA
61
Plante Moran Financial Advisors
Michigan
$778 +$774 +122 New
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$77 +$76 +12 New
WAM
63
Wolverine Asset Management
Illinois
– -$855K -130,143 Closed
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
– -$155K -23,629 Closed
ASN
65
Advisory Services Network
Georgia
– -$74.7K -11,921 Closed
DPW
66
DiNuzzo Private Wealth
Pennsylvania
– -$1.64K -250 Closed
1 2
3

MCR Hedge Fund Activity: Q4 2024 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2024, worth a combined $101M — up 2% from $99.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCR positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.11M. The largest seller was Morgan Stanley, cutting an estimated $881K.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $101M of MFS Charter Income Trust stock for Q4 2024, up 2% quarter-over-quarter.
  • 12 funds opened new MFS Charter Income Trust positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest MFS Charter Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.11M added.
  • The largest MFS Charter Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $881K sold.

Based on aggregated 13F filings for Q4 2024.