MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
62 hedge funds and large institutions have $91.1M invested in MFS Charter Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0.66% more ownership
Funds ownership: 33.07% → 33.73% (+0.66%)
1% more capital invested
Capital invested by funds: $90.6M → $91.1M (+$545K)
6% less funds holding
Funds holding: 66 → 62 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$258K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$230K |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$124K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$82.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$571K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$390K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$301K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$251K |
| 5 |
Morgan Stanley
New York
|
-$214K |
MCR Hedge Fund Activity: Q2 2024 in Review
62 of the 6,937 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2024, worth a combined $91.1M — up 0.6% from $90.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MCR and 5 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Allspring Global Investments, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $571K.
- 62 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2024, down from 66 in Q1 2024.
- Funds reported $91.1M of MFS Charter Income Trust stock for Q2 2024, up 0.6% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q2 2024 and 9 closed out, a net change of -4 holders.
- The largest MFS Charter Income Trust buyer in Q2 2024 was Allspring Global Investments, an estimated $3.02M added.
- The largest MFS Charter Income Trust seller in Q2 2024 was Wells Fargo, an estimated $571K sold.
Based on aggregated 13F filings for Q2 2024.