MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $89.2M invested in MFS Charter Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 62 → 62 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.14% less ownership
Funds ownership: 25.23% → 25.09% (-0.14%)
2% less capital invested
Capital invested by funds: $90.6M → $89.2M (-$1.4M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$798K |
| 2 |
Morgan Stanley
New York
|
+$764K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$354K |
| 4 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$213K |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.08M |
| 2 |
BlackRock
New York
|
-$829K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$673K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$384K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$241K |
MCR Hedge Fund Activity: Q3 2020 in Review
62 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2020, worth a combined $89.2M — down 1.5% from $90.6M a quarter earlier.
Fund positioning in MCR was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 18 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $798K. The largest seller was Wells Fargo, cutting an estimated $2.08M.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $89.2M of MFS Charter Income Trust stock for Q3 2020, down 1.5% quarter-over-quarter.
- 7 funds opened new MFS Charter Income Trust positions in Q3 2020 and 7 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q3 2020 was Sit Investment Associates, an estimated $798K added.
- The largest MFS Charter Income Trust seller in Q3 2020 was Wells Fargo, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2020.