MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
66 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
3% more funds holding
Funds holding: 64 → 66 (+2)
0.21% more ownership
Funds ownership: 41.45% → 41.66% (+0.21%)
3% less capital invested
Capital invested by funds: $108M → $105M (-$3.1M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.91M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$822K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$649K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$540K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.61M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.29M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$116K |
| 4 |
Millennium Management
New York
|
-$76K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$72.7K |
MCR Hedge Fund Activity: Q1 2026 in Review
66 of the 8,205 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2026, worth a combined $105M — down 2.9% from $108M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.91M. The largest seller was Morgan Stanley, cutting an estimated $2.61M.
- 66 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2026, up from 64 in Q4 2025.
- Funds reported $105M of MFS Charter Income Trust stock for Q1 2026, down 2.9% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q1 2026 and 4 closed out, a net change of +5 holders.
- The largest MFS Charter Income Trust buyer in Q1 2026 was Rivernorth Capital Management, an estimated $1.91M added.
- The largest MFS Charter Income Trust seller in Q1 2026 was Morgan Stanley, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2026.