MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $102M invested in MFS Charter Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0.28% less ownership
Funds ownership: 27.18% → 26.9% (-0.28%)
2% less capital invested
Capital invested by funds: $104M → $102M (-$2.1M)
4% less funds holding
Funds holding: 67 → 64 (-3)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.52M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.03M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$340K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$151K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.91M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$170K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$149K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$149K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$140K |
MCR Hedge Fund Activity: Q4 2021 in Review
64 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2021, worth a combined $102M — down 2% from $104M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MCR and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Sit Investment Associates, cutting an estimated $4.91M.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2021, down from 67 in Q3 2021.
- Funds reported $102M of MFS Charter Income Trust stock for Q4 2021, down 2% quarter-over-quarter.
- 6 funds opened new MFS Charter Income Trust positions in Q4 2021 and 8 closed out, a net change of -2 holders.
- The largest MFS Charter Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $2.52M added.
- The largest MFS Charter Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $4.91M sold.
Based on aggregated 13F filings for Q4 2021.