MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
74 hedge funds and large institutions have $80.1M invested in MFS Charter Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
7% more funds holding
Funds holding: 69 → 74 (+5)
4% more capital invested
Capital invested by funds: $76.7M → $80.1M (+$3.35M)
0.29% more ownership
Funds ownership: 29.22% → 29.51% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.58M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$637K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$296K |
| 4 |
Walleye Capital
New York
|
+$211K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$643K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$637K |
| 3 |
RVPG
Relative Value Partners Group
|
-$402K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$390K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$376K |
MCR Hedge Fund Activity: Q4 2022 in Review
74 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2022, worth a combined $80.1M — up 4.4% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MCR positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.58M. The largest seller was Sit Investment Associates, cutting an estimated $643K.
- 74 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2022, up from 69 in Q3 2022.
- Funds reported $80.1M of MFS Charter Income Trust stock for Q4 2022, up 4.4% quarter-over-quarter.
- 10 funds opened new MFS Charter Income Trust positions in Q4 2022 and 4 closed out, a net change of +6 holders.
- The largest MFS Charter Income Trust buyer in Q4 2022 was Morgan Stanley, an estimated $1.58M added.
- The largest MFS Charter Income Trust seller in Q4 2022 was Sit Investment Associates, an estimated $643K sold.
Based on aggregated 13F filings for Q4 2022.