MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $84.3M invested in MFS Charter Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
6% more capital invested
Capital invested by funds: $79.4M → $84.3M (+$4.87M)
5% more funds holding
Funds holding: 59 → 62 (+3)
1.31% more ownership
Funds ownership: 28.95% → 30.26% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.36M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$523K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$507K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$426K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$283K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$208K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$177K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$101K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$85K |
MCR Hedge Fund Activity: Q2 2023 in Review
62 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2023, worth a combined $84.3M — up 6.1% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MCR positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $1.36M. The largest seller was Wells Fargo, cutting an estimated $283K.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2023, up from 59 in Q1 2023.
- Funds reported $84.3M of MFS Charter Income Trust stock for Q2 2023, up 6.1% quarter-over-quarter.
- 6 funds opened new MFS Charter Income Trust positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $1.36M added.
- The largest MFS Charter Income Trust seller in Q2 2023 was Wells Fargo, an estimated $283K sold.
Based on aggregated 13F filings for Q2 2023.