MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
65 hedge funds and large institutions have $79.9M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 62 → 65 (+3)
1.33% more ownership
Funds ownership: 30.26% → 31.6% (+1.3%)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
5% less capital invested
Capital invested by funds: $84.3M → $79.9M (-$4.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.05M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$695K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$603K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$205K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.3M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$341K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$166K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$129K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$126K |
MCR Hedge Fund Activity: Q3 2023 in Review
65 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2023, worth a combined $79.9M — down 5.2% from $84.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCR positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.
- 65 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2023, up from 62 in Q2 2023.
- Funds reported $79.9M of MFS Charter Income Trust stock for Q3 2023, down 5.2% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest MFS Charter Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $2.05M added.
- The largest MFS Charter Income Trust seller in Q3 2023 was Morgan Stanley, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2023.