Who Owns MCR?
MFS Charter Income Trust Shares of Beneficial Interest — Institutional Ownership & 13F Holdings
$5.97
-0.02 (-0.33%)
Market Cap
$259.7M
Shares Outstanding
41,688,435
Institutional Holders
57
Total Inst. Value
$97.3M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
11
Closed Positions
10
Increased
14
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $49.8M | 7,940,734 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $15.4M | 2,451,127 |
| 3 | Allspring Global Investments Holdings, LLC | $10.0M | 1,598,128 |
| 4 | Invesco Ltd. | $3.2M | 513,827 |
| 5 | GraniteShares Advisors LLC | $2.6M | 411,174 |
| 6 | BANK OF AMERICA CORP /DE/ | $2.1M | 332,813 |
| 7 | Shaker Financial Services, LLC | $2.0M | 314,201 |
| 8 | STIFEL FINANCIAL CORP | $1.1M | 171,667 |
| 9 | WELLS FARGO & COMPANY/MN | $1.0M | 161,575 |
| 10 | LPL Financial LLC | $931K | 148,440 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +370K | $15.4M |
| GraniteShares Advisors LLC | +25K | $2.6M |
| BANK OF AMERICA CORP /DE/ | +41K | $2.1M |
| Shaker Financial Services, LLC | +132 | $2.0M |
| LPL Financial LLC | +215 | $931K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Allspring Global Investments Holdings, LLC | -175K | $10.0M |
| Invesco Ltd. | -54K | $3.2M |
| MORGAN STANLEY | -54K | $49.8M |
| PEAPACK GLADSTONE FINANCIAL CORP | -30K | $122K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -24K | $228K |
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Frequently Asked Questions
How many institutional investors hold MCR?
As of Q1 2025, 57 institutional investors report holding MCR (MFS Charter Income Trust Shares of Beneficial Interest) in their 13F filings.
Which hedge fund owns the most MCR?
The largest institutional holder of MCR is MORGAN STANLEY with $49.8M in shares.
Are institutions buying or selling MCR?
This quarter, 11 institutions opened new positions in MCR and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.