MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
59 hedge funds and large institutions have $80.3M invested in MFS Charter Income Trust in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 15 closing their positions.
0% more capital invested
Capital invested by funds: $80.1M → $80.3M (+$269K)
0.56% less ownership
Funds ownership: 29.51% → 28.95% (-0.56%)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
20% less funds holding
Funds holding: 74 → 59 (-15)
93% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$672K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$257K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$179K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54.7K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$52.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$233K |
| 2 |
Walleye Capital
New York
|
-$204K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$190K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$154K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$125K |
MCR Hedge Fund Activity: Q1 2023 in Review
59 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2023, worth a combined $80.3M — up 0.34% from $80.1M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MCR and 1 opened new positions — a net loss of 14 holders — while 21 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $672K. The largest seller was Shaker Financial Services, cutting an estimated $233K.
- 59 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2023, down from 74 in Q4 2022.
- Funds reported $80.3M of MFS Charter Income Trust stock for Q1 2023, up 0.34% quarter-over-quarter.
- 1 fund opened new MFS Charter Income Trust positions in Q1 2023 and 15 closed out, a net change of -14 holders.
- The largest MFS Charter Income Trust buyer in Q1 2023 was Morgan Stanley, an estimated $672K added.
- The largest MFS Charter Income Trust seller in Q1 2023 was Shaker Financial Services, an estimated $233K sold.
Based on aggregated 13F filings for Q1 2023.