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MCR

MFS Charter Income Trust
MCR

Delisted

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

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59 hedge funds and large institutions have $110M invested in MFS Charter Income Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 58 → 59 (+1)

1.66% more ownership

Funds ownership: 39.34% → 41% (+1.7%)

5% more capital invested

Capital invested by funds: $105M → $110M (+$4.72M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.95M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$472K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$368K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$306K
5
GA
GraniteShares Advisors
New York
+$270K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.06M
2
Morgan Stanley
Morgan Stanley
New York
-$279K
3
LMKC
L.M. Kohn & Company
Ohio
-$221K
4
Wells Fargo
Wells Fargo
California
-$106K
5
LCM
Landscape Capital Management
New Jersey
-$94.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$7.37K +$7.32K +1,148 New
CFD
52
Creative Financial Designs
Indiana
$6.71K – – –
FHC
53
First Horizon Corporation
Tennessee
$5.66K +$5.63K +882 New
PSB
54
Piscataqua Savings Bank
New Hampshire
$3.61K – – –
AAG
55
Armstrong Advisory Group
Massachusetts
$3.21K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$3.04K – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$1.93K – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$1.83K -$7.42K -1,164 -80%
KFI
59
Key Financial Inc
Pennsylvania
$1.46K – – –
LMKC
60
L.M. Kohn & Company
Ohio
– -$221K -34,781 Closed
LCM
61
Landscape Capital Management
New Jersey
– -$94.8K -14,907 Closed
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
– -$86K -13,583 Closed
MWM
63
Melfa Wealth Management
Massachusetts
– -$68.4K -10,750 Closed
GWM
64
Geneos Wealth Management
Colorado
– -$31.8K -5,006 Closed
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
– -$6K -974 Closed
1 2
3

MCR Hedge Fund Activity: Q3 2025 in Review

59 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2025, worth a combined $110M — up 4.5% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.95M. The largest seller was Allspring Global Investments, cutting an estimated $2.06M.

  • 59 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $110M of MFS Charter Income Trust stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 7 funds opened new MFS Charter Income Trust positions in Q3 2025 and 6 closed out, a net change of +1 holder.
  • The largest MFS Charter Income Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $3.95M added.
  • The largest MFS Charter Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2025.