MCR

MFS Charter Income Trust

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$248K
CA
27
CoreCap Advisors
Michigan
$243K
DI
28
Decision Investments
California
$223K
BEI
29
Benjamin Edwards Inc
Missouri
$213K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$194K
CEFA
31
Closed-End Fund Advisors
Virginia
$187K
WAM
32
Wolverine Asset Management
Illinois
$155K
EFG
33
Ethos Financial Group
Pennsylvania
$136K
CIA
34
Concurrent Investment Advisors
Florida
$129K
VBCG
35
Valley Brook Capital Group
Pennsylvania
$119K
NA
36
NewEdge Advisors
Louisiana
$109K
Citadel Advisors
37
Citadel Advisors
Florida
$108K
Creative Planning
38
Creative Planning
Kansas
$97.2K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$80.5K
EPW
40
Evolve Private Wealth
California
$78.8K
Jane Street
41
Jane Street
New York
$75K
BRWA
42
B. Riley Wealth Advisors
Florida
$74.3K
PTC
43
Philadelphia Trust Company
Pennsylvania
$73K
Mariner
44
Mariner
Kansas
$69.7K
FFA
45
Farther Finance Advisors
California
$68.2K
WS
46
Wedbush Securities
California
$66K
LFG
47
Larson Financial Group
Missouri
$26.7K
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$22.2K
IA
49
IFG Advisory
Georgia
$21.2K
AF
50
Allworth Financial
California
$21.1K