MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
58 hedge funds and large institutions have $101M invested in MFS Charter Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
0.62% more ownership
Funds ownership: 37.74% → 38.37% (+0.62%)
0% less capital invested
Capital invested by funds: $101M → $101M (-$110K)
6% less funds holding
Funds holding: 62 → 58 (-4)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.34M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$797K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$260K |
| 4 |
GA
GraniteShares Advisors
New York
|
+$158K |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$341K |
| 3 |
Morgan Stanley
New York
|
-$339K |
| 4 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$189K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$151K |
MCR Hedge Fund Activity: Q1 2025 in Review
58 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2025, worth a combined $101M — down 0.11% from $101M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MCR and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.34M. The largest seller was Allspring Global Investments, cutting an estimated $1.11M.
- 58 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2025, down from 62 in Q4 2024.
- Funds reported $101M of MFS Charter Income Trust stock for Q1 2025, down 0.11% quarter-over-quarter.
- 5 funds opened new MFS Charter Income Trust positions in Q1 2025 and 7 closed out, a net change of -2 holders.
- The largest MFS Charter Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $2.34M added.
- The largest MFS Charter Income Trust seller in Q1 2025 was Allspring Global Investments, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2025.