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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 $101M invested in MFS Charter Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.62% more ownership

Funds ownership: 37.74% → 38.37% (+0.62%)

0% less capital invested

Capital invested by funds: $101M → $101M (-$110K)

6% less funds holding

Funds holding: 62 → 58 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.34M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$797K
3
Bank of America
Bank of America
North Carolina
+$260K
4
GA
GraniteShares Advisors
New York
+$158K
5
EFG
Ethos Financial Group
Pennsylvania
+$156K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.11M
2
Invesco
Invesco
Georgia
-$341K
3
Morgan Stanley
Morgan Stanley
New York
-$339K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$189K
5
LCM
Landscape Capital Management
New Jersey
-$151K
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 – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PSB
54
Piscataqua Savings Bank
New Hampshire
$3.53K – – –
AAG
55
Armstrong Advisory Group
Massachusetts
$3.19K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.97K – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$1.79K – – –
KFI
58
Key Financial Inc
Pennsylvania
$1.43K – – –
Citadel Advisors
59
Citadel Advisors
Florida
– -$82.1K -12,872 Closed
Jane Street
60
Jane Street
New York
– -$78.9K -12,372 Closed
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
– -$74.9K -11,735 Closed
IAIM
62
International Assets Investment Management
Florida
– -$74K -11,675 Closed
AWM
63
Avior Wealth Management
Nebraska
– -$18.8K -2,945 Closed
PMFA
64
Plante Moran Financial Advisors
Michigan
– -$778 -122 Closed
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$77 -12 Closed
1 2
3

MCR Hedge Fund Activity: Q1 2025 in Review

58 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2025, worth a combined $101M — down 0.11% from $101M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCR and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.34M. The largest seller was Allspring Global Investments, cutting an estimated $1.11M.

  • 58 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $101M of MFS Charter Income Trust stock for Q1 2025, down 0.11% quarter-over-quarter.
  • 5 funds opened new MFS Charter Income Trust positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $2.34M added.
  • The largest MFS Charter Income Trust seller in Q1 2025 was Allspring Global Investments, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2025.