MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
59 hedge funds and large institutions have $110M invested in MFS Charter Income Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 58 → 59 (+1)
1.66% more ownership
Funds ownership: 39.34% → 41% (+1.7%)
5% more capital invested
Capital invested by funds: $105M → $110M (+$4.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.95M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$472K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$368K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$306K |
| 5 |
GA
GraniteShares Advisors
New York
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.06M |
| 2 |
Morgan Stanley
New York
|
-$279K |
| 3 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$221K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$106K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$94.8K |
MCR Hedge Fund Activity: Q3 2025 in Review
59 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q3 2025, worth a combined $110M — up 4.5% from $105M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MCR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.95M. The largest seller was Allspring Global Investments, cutting an estimated $2.06M.
- 59 institutional investors held MFS Charter Income Trust (MCR) as of Q3 2025, up from 58 in Q2 2025.
- Funds reported $110M of MFS Charter Income Trust stock for Q3 2025, up 4.5% quarter-over-quarter.
- 7 funds opened new MFS Charter Income Trust positions in Q3 2025 and 6 closed out, a net change of +1 holder.
- The largest MFS Charter Income Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $3.95M added.
- The largest MFS Charter Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2025.