MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
63 hedge funds and large institutions have $88.6M invested in MFS Charter Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0.29% more ownership
Funds ownership: 26.9% → 27.2% (+0.29%)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2% less funds holding
Funds holding: 64 → 63 (-1)
13% less capital invested
Capital invested by funds: $102M → $88.6M (-$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.85M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$646K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$528K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$455K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.69M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.69M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$502K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$214K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$194K |
MCR Hedge Fund Activity: Q1 2022 in Review
63 of the 6,361 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2022, worth a combined $88.6M — down 13% from $102M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.69M sold.
- 63 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2022, down from 64 in Q4 2021.
- Funds reported $88.6M of MFS Charter Income Trust stock for Q1 2022, down 13% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest MFS Charter Income Trust buyer in Q1 2022 was Morgan Stanley, an estimated $1.85M added.
- The largest MFS Charter Income Trust seller in Q1 2022 was Envestnet Asset Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2022.