MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $10.8M invested in MFS Investment Grade Municipal Trust in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
8% more capital invested
Capital invested by funds: $10M → $10.8M (+$806K)
7% more funds holding
Funds holding: 29 → 31 (+2)
1.61% more ownership
Funds ownership: 9.25% → 10.86% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.7M |
| 2 |
Morgan Stanley
New York
|
+$344K |
| 3 |
LPL Financial
San Diego,
California
|
+$193K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$183K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$375K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$327K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$245K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$87K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$27.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
AIG
27
American International Group
New York
| $4.37K | – | – | – |
|
|
DSC
28
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $2K | -$3.75K | -431 | -67% |
|
30
Nomura Holdings
Tokyo,
Japan
| $1K | +$722 | +83 | New |
|
|
EFS
31
Essex Financial Services
Essex,
Connecticut
| $110 | +$10.4K | +1,200 | +10% |
|
|
OFG
32
OTA Financial Group
Purchase,
New York
| – | -$245K | -26,276 | Closed |
|
33
M&T Bank
Buffalo,
New York
| – | -$10K | -1,121 | Closed |
|
CXH Hedge Fund Activity: Q3 2013 in Review
31 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2013, worth a combined $10.8M — up 8.1% from $10M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.7M. The largest seller was Doliver Advisors, cutting an estimated $375K.
- 31 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2013, up from 29 in Q2 2013.
- Funds reported $10.8M of MFS Investment Grade Municipal Trust stock for Q3 2013, up 8.1% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2013 and 2 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2013 was Advisors Asset Management, an estimated $1.7M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2013 was Doliver Advisors, an estimated $375K sold.
Based on aggregated 13F filings for Q3 2013.