MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $15.7M invested in MFS Investment Grade Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
19% more capital invested
Capital invested by funds: $13.2M → $15.7M (+$2.56M)
1.97% more ownership
Funds ownership: 13.21% → 15.19% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
6% less funds holding
Funds holding: 33 → 31 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.26M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.21M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$528K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$129K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$399K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$266K |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$212K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$170K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$44 | +5 | +0.5% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $6K | -$6.3K | -710 | -50% |
|
|
CFA
29
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $5.85K | +$5.5K | +620 | New |
|
|
AIG
30
American International Group
New York
| $4.49K | – | – | – |
|
|
DSC
31
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
DA
32
Doliver Advisors
Houston,
Texas
| – | -$399K | -46,261 | Closed |
|
|
PRCM
33
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$212K | -24,600 | Closed |
|
|
VKH
34
Virtu KCG Holdings
New York
| – | -$110K | -12,755 | Closed |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -2,675 | Closed |
|
36
US Bancorp
Minneapolis,
Minnesota
| – | -$15K | -1,700 | Closed |
|
CXH Hedge Fund Activity: Q1 2014 in Review
31 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2014, worth a combined $15.7M — up 19% from $13.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.26M. The largest seller was Doliver Advisors, exiting entirely with an estimated $399K sold.
- 31 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2014, down from 33 in Q4 2013.
- Funds reported $15.7M of MFS Investment Grade Municipal Trust stock for Q1 2014, up 19% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2014 and 5 closed out, a net change of -2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2014 was Raymond James & Associates, an estimated $1.26M added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2014 was Doliver Advisors, an estimated $399K sold.
Based on aggregated 13F filings for Q1 2014.