Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MFS CHARTER INCOME TR (MCR)

65 + Investors. Track Smart Money conviction in MCR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — MCR

Based on 62 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MCR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
62 hedge funds hold MCR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MCR is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

24 buying25 selling
Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 24% medium ■ 10% new
41 out of 62 hedge funds have held MCR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

12 → 6 → 4 → 7 → 8 new funds/Q
New funds entering each quarter: 6 → 4 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 62 current holders: 42 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
11 of 62 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in MCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MCR

In 2025 Q4, 24 hedge funds were net buyers of MCR (8 opened a new position, 16 added to an existing one), while 25 reduced or exited (21 trimmed, 4 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in MCR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 62.

Hedge Fund Ownership: MCR

How many hedge funds hold MCR — quarterly history vs. share price
Quarterly hedge fund ownership of MCR vs. share price

Market Analysis: MCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy MFS CHARTER INCOME TR (MCR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MCR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
MCR
+30.5%
XLF
+4.6%

MCR outperformed XLF by +25.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
MCR
-0.5%
XLF
+1.1%

Since the filing became public, MCR outperformed XLF by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: MCR
65 + Investors

Track Smart Money conviction in MCR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 62 4.84%
13F Shares 17M 17M 0.67%
Total Value $79M $108M -27.31%
New Positions 9 8 +1
Increased Positions 17 16 +1
Closed Positions 6 4 +2
Reduced Positions 19 21 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MCR

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Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of MCR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.13% 533,655 $3.2M
2 SIT INVESTMENT ASSOCIATES INC 0.50% 4,097,943 $25K
3 DECISION INVESTMENTS, INC 0.25% 36,853 $223K
4 Closed-End Fund Advisors, Inc. 0.19% 30,841 $187K
5 Fortitude Advisory Group L.L.C. 0.16% 57,217 $347K
6 Logan Stone Capital, LLC 0.15% 88,880 $539K
7 Stonebridge Financial Planning Group, LLC 0.11% 51,149 $310K
8 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.09% 309,031 $1.9M
9 Valley Brook Capital Group, Inc. 0.08% 19,650 $119K
10 ASHTON THOMAS SECURITIES, LLC 0.07% 96,650 $586K
11 IFG Advisory, LLC 0.06% 3,500 $21K
12 RIVERBRIDGE PARTNERS LLC 0.03% 207,236 $1.3M
13 Allspring Global Investments Holdings, LLC 0.01% 1,362,242 $8.3M
14 WPG Advisers, LLC 0.01% 2,289 $14K
15 Ethos Financial Group, LLC 0.01% 21,729 $136K
16 CoreCap Advisors, LLC 0.01% 40,105 $243K
17 Vermillion Wealth Management, Inc. 0.01% 2,826 $17K
18 PHILADELPHIA TRUST CO 0.01% 12,000 —
19 NewEdge Advisors, LLC 0.01% 108,740 $109K
20 B. Riley Wealth Advisors, Inc. 0.00% 12,608 $74K
21 EVOLVE PRIVATE WEALTH, LLC 0.00% 13,000 $79K
22 Pathstone Holdings, LLC 0.00% 144,700 $877K
23 Kestra Advisory Services, LLC 0.00% 128,467 $779K
24 MORGAN STANLEY 0.00% 7,677,944 $46.5M
25 Piscataqua Savings Bank 0.00% 563 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MFS CHARTER INCOME TR (MCR)

What does the Smart Money Trend signal show for MCR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MCR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MCR?

More sellers than buyers — 49% buying: Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MCR holders?

Elite ownership — 55% AUM from top-100 funds: 11 of 62 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in MCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MCR?

66% of holders stayed for 2+ years: 41 out of 62 hedge funds have held MCR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy MFS CHARTER INCOME TR (MCR) following the 2026 Q1 hedge fund 13F filings?

As of today, MCR has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), MCR has gained +30.5% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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