MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
69 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 66 → 69 (+3)
1.24% more ownership
Funds ownership: 27.98% → 29.22% (+1.2%)
2% less capital invested
Capital invested by funds: $78.3M → $76.7M (-$1.55M)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$236K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$228K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.58M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$816K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$562K |
| 4 |
Morgan Stanley
New York
|
-$358K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$175K |
MCR Hedge Fund Activity: Q3 2022 in Review
69 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2022, worth a combined $76.7M — down 2% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MCR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.78M. The largest seller was Bank of America, cutting an estimated $1.58M.
- 69 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2022, up from 66 in Q2 2022.
- Funds reported $76.7M of MFS Charter Income Trust stock for Q3 2022, down 2% quarter-over-quarter.
- 7 funds opened new MFS Charter Income Trust positions in Q3 2022 and 4 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $4.78M added.
- The largest MFS Charter Income Trust seller in Q3 2022 was Bank of America, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2022.