MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $13.2M invested in MFS Investment Grade Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
22% more capital invested
Capital invested by funds: $10.8M → $13.2M (+$2.37M)
6% more funds holding
Funds holding: 31 → 33 (+2)
2.36% more ownership
Funds ownership: 10.86% → 13.21% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$987K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$465K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$454K |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$311K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$292K |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
-$171K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$72K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$58K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$49.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $26K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $23K | +$22.8K | +2,675 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $15K | +$14.5K | +1,700 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $12K | +$10.3K | +1,206 | +564% |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
AIG
32
American International Group
New York
| $4.33K | – | – | – |
|
|
DSC
33
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
ST
34
Sentinel Trust
Houston,
Texas
| – | -$171K | -19,644 | Closed |
|
|
35
Ameriprise
Minneapolis,
Minnesota
| – | -$72K | -8,240 | Closed |
|
|
36
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$58K | -6,704 | Closed |
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$18K | -2,050 | Closed |
|
38
Nomura Holdings
Tokyo,
Japan
| – | -$1K | -83 | Closed |
|
CXH Hedge Fund Activity: Q4 2013 in Review
33 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2013, worth a combined $13.2M — up 22% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CXH positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $987K. The largest seller was Guggenheim Capital, cutting an estimated $292K.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2013, up from 31 in Q3 2013.
- Funds reported $13.2M of MFS Investment Grade Municipal Trust stock for Q4 2013, up 22% quarter-over-quarter.
- 7 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2013 and 5 closed out, a net change of +2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2013 was Advisors Asset Management, an estimated $987K added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2013 was Guggenheim Capital, an estimated $292K sold.
Based on aggregated 13F filings for Q4 2013.