Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MFS CHARTER INCOME TR SH BEN INT (MCR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — MCR

Based on 61 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
61 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 (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

24 buying24 selling
Last quarter: 24 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 23% medium 10% new
41 out of 61 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 → 5 → 4 → 7 → 8 new funds/Q
New funds entering each quarter: 5 → 4 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 13% 1-2yr 18% new
Of 61 current holders: 42 (69%) 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
9 of 61 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: MCR
2026 Q1 Stats Unlock in 13 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 57 7.02%
13F Shares 17M 17M 0.99%
Total Value $108M $110M -1.34%
New Positions 8 7 +1
Increased Positions 16 18 -2
Closed Positions 4 6 -2
Reduced Positions 20 13 +7
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)

61 + investors

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

Top 25 institutional holders of MCR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DECISION INVESTMENTS, INC 0.25% 36,853 $223K
2 Fortitude Advisory Group L.L.C. 0.16% 57,217 $347K
3 RIVERBRIDGE PARTNERS LLC 0.03% 207,236 $1.3M
4 Allspring Global Investments Holdings, LLC 0.01% 1,362,242 $8.3M
5 WPG Advisers, LLC 0.01% 2,289 $14K
6 Ethos Financial Group, LLC 0.01% 21,729 $136K
7 CoreCap Advisors, LLC 0.01% 40,105 $243K
8 Vermillion Wealth Management, Inc. 0.01% 2,826 $17K
9 B. Riley Wealth Advisors, Inc. 0.00% 12,608 $74K
10 EVOLVE PRIVATE WEALTH, LLC 0.00% 13,000 $79K
11 Kestra Advisory Services, LLC 0.00% 128,467 $779K
12 Piscataqua Savings Bank 0.00% 563 $3K
13 WEDBUSH SECURITIES INC 0.00% 10,809
14 Cambridge Investment Research Advisors, Inc. 0.00% 111,537
15 WOLVERINE ASSET MANAGEMENT LLC 0.00% 25,644 $155K
16 Concurrent Investment Advisors, LLC 0.00% 21,366 $129K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 135,913 $824K
18 Janney Montgomery Scott LLC 0.00% 74,063
19 Farther Finance Advisors, LLC 0.00% 11,329 $68K
20 HighTower Advisors, LLC 0.00% 78,375 $475K
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,046 $6K
22 Key FInancial Inc 0.00% 228 $1K
23 FIRST HORIZON CORP 0.00% 882 $5K
24 ARMSTRONG ADVISORY GROUP, INC 0.00% 500 $3K
25 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% 2,225 $13K
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 SH BEN INT (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?

Slight buying edge — 50% buying: Last quarter: 24 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MCR holders?

Elite ownership — 55% AUM from top-100 funds: 9 of 61 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?

67% of holders stayed for 2+ years: 41 out of 61 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.

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.