MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $90.6M invested in MFS Charter Income Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
14% more funds holding
Funds holding: 58 → 66 (+8)
0.73% more ownership
Funds ownership: 32.34% → 33.07% (+0.73%)
0% more capital invested
Capital invested by funds: $90.3M → $90.6M (+$317K)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.09M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$813K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$628K |
| 4 |
Morgan Stanley
New York
|
+$583K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$859K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$406K |
| 3 |
LPL Financial
San Diego,
California
|
-$148K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$133K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$99.3K |
MCR Hedge Fund Activity: Q1 2024 in Review
66 of the 6,960 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2024, worth a combined $90.6M — up 0.35% from $90.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MCR positions and 3 closed out — a net gain of 9 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.09M. The largest seller was Wells Fargo, cutting an estimated $859K.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2024, up from 58 in Q4 2023.
- Funds reported $90.6M of MFS Charter Income Trust stock for Q1 2024, up 0.35% quarter-over-quarter.
- 12 funds opened new MFS Charter Income Trust positions in Q1 2024 and 3 closed out, a net change of +9 holders.
- The largest MFS Charter Income Trust buyer in Q1 2024 was Shaker Financial Services, an estimated $1.09M added.
- The largest MFS Charter Income Trust seller in Q1 2024 was Wells Fargo, an estimated $859K sold.
Based on aggregated 13F filings for Q1 2024.