MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
58 hedge funds and large institutions have $90.3M invested in MFS Charter Income Trust in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $79.9M → $90.3M (+$10.4M)
0.74% more ownership
Funds ownership: 31.6% → 32.34% (+0.74%)
11% less funds holding
Funds holding: 65 → 58 (-7)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.28M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$655K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$521K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$360K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$378K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$175K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$175K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$148K |
| 5 |
HF
HRT Financial
New York
|
-$106K |
MCR Hedge Fund Activity: Q4 2023 in Review
58 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2023, worth a combined $90.3M — up 13% from $79.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MCR and 2 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was LPL Financial, cutting an estimated $378K.
- 58 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2023, down from 65 in Q3 2023.
- Funds reported $90.3M of MFS Charter Income Trust stock for Q4 2023, up 13% quarter-over-quarter.
- 2 funds opened new MFS Charter Income Trust positions in Q4 2023 and 9 closed out, a net change of -7 holders.
- The largest MFS Charter Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $1.28M added.
- The largest MFS Charter Income Trust seller in Q4 2023 was LPL Financial, an estimated $378K sold.
Based on aggregated 13F filings for Q4 2023.