MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $94.9M invested in MFS Charter Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $89.2M → $94.9M (+$5.71M)
3% more funds holding
Funds holding: 62 → 64 (+2)
0.7% less ownership
Funds ownership: 25.09% → 24.39% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$482K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$306K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$203K |
| 4 |
Citigroup
New York
|
+$185K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.73M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$345K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$115K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$96.3K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$86K |
MCR Hedge Fund Activity: Q4 2020 in Review
64 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2020, worth a combined $94.9M — up 6.4% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MCR positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $482K. The largest seller was Sit Investment Associates, cutting an estimated $4.73M.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2020, up from 62 in Q3 2020.
- Funds reported $94.9M of MFS Charter Income Trust stock for Q4 2020, up 6.4% quarter-over-quarter.
- 7 funds opened new MFS Charter Income Trust positions in Q4 2020 and 5 closed out, a net change of +2 holders.
- The largest MFS Charter Income Trust buyer in Q4 2020 was Morgan Stanley, an estimated $482K added.
- The largest MFS Charter Income Trust seller in Q4 2020 was Sit Investment Associates, an estimated $4.73M sold.
Based on aggregated 13F filings for Q4 2020.