MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
57 hedge funds and large institutions have $99.1M invested in MFS Charter Income Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
9% more capital invested
Capital invested by funds: $91.1M → $99.1M (+$7.93M)
2.39% more ownership
Funds ownership: 33.73% → 36.12% (+2.4%)
8% less funds holding
Funds holding: 62 → 57 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.31M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$872K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$720K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$415K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$291K |
| 2 |
LPL Financial
San Diego,
California
|
-$281K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$166K |
| 4 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
-$154K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$80.6K |
MCR Hedge Fund Activity: Q3 2024 in Review
57 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2024, worth a combined $99.1M — up 8.7% from $91.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MCR and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 22 added.
The largest buyer was Pathstone Holdings, adding an estimated $1.31M. The largest seller was Commonwealth Equity Services, cutting an estimated $291K.
- 57 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2024, down from 62 in Q2 2024.
- Funds reported $99.1M of MFS Charter Income Trust stock for Q3 2024, up 8.7% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q3 2024 and 9 closed out, a net change of -5 holders.
- The largest MFS Charter Income Trust buyer in Q3 2024 was Pathstone Holdings, an estimated $1.31M added.
- The largest MFS Charter Income Trust seller in Q3 2024 was Commonwealth Equity Services, an estimated $291K sold.
Based on aggregated 13F filings for Q3 2024.