MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
67 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 64 → 67 (+3)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
0.94% less ownership
Funds ownership: 28.12% → 27.18% (-0.94%)
9% less capital invested
Capital invested by funds: $114M → $104M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.16M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$915K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$639K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$403K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.24M |
| 2 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$5.22M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$378K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$369K |
MCR Hedge Fund Activity: Q3 2021 in Review
67 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Sit Investment Associates, cutting an estimated $6.24M.
- 67 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2021, up from 64 in Q2 2021.
- Funds reported $104M of MFS Charter Income Trust stock for Q3 2021, down 9% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q3 2021 and 2 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.16M added.
- The largest MFS Charter Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $6.24M sold.
Based on aggregated 13F filings for Q3 2021.