MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $32.2M invested in MFS Investment Grade Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more capital invested
Capital invested by funds: $32.1M → $32.2M (+$107K)
0.09% less ownership
Funds ownership: 49.23% → 49.15% (-0.09%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.13M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$576K |
| 3 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$287K |
| 4 |
Bank of New York Mellon
New York
|
+$267K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.78M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$882K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$311K |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$239K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $46.9K | -$40.1K | -4,948 | -46% |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $32K | – | – | – |
|
|
CFSG
28
Community Financial Services Group
Newport,
Vermont
| $22.7K | +$22.9K | +2,825 | New |
|
|
MA
29
Montag & Associates
Atlanta,
Georgia
| $19.7K | – | – | – |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.2K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5.11K | +$5.19K | +640 | New |
|
32
AssetMark Inc
Concord,
California
| $3.83K | +$3.89K | +480 | New |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $791 | – | – | – |
|
|
SIA
34
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$882K | -110,998 | Closed |
|
|
CFFP
35
Center for Financial Planning
Southfied,
Michigan
| – | -$36.5K | -4,589 | Closed |
|
|
NWMP
36
Noble Wealth Management PBC
Greenwood Village,
Colorado
| – | -$17.5K | -2,200 | Closed |
|
CXH Hedge Fund Activity: Q1 2026 in Review
33 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2026, worth a combined $32.2M — up 0.33% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CXH positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.78M.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2026, up from 32 in Q4 2025.
- Funds reported $32.2M of MFS Investment Grade Municipal Trust stock for Q1 2026, up 0.33% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2026 was Morgan Stanley, an estimated $2.13M added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2026.