MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
30 hedge funds and large institutions have $17.4M invested in MFS Investment Grade Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
10% more capital invested
Capital invested by funds: $15.7M → $17.4M (+$1.63M)
0.98% more ownership
Funds ownership: 15.19% → 16.17% (+0.98%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 31 → 30 (-1)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$625K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$545K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$533K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$295K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$564K |
| 2 |
Morgan Stanley
New York
|
-$235K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$130K |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$102K |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$64.4K |
| 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 | +$138 | +15 | +1% |
|
|
AIG
28
American International Group
New York
| $4.66K | – | – | – |
|
|
DSC
29
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | -$35.9K | -3,907 | -94% |
|
|
31
AllianceBernstein
Nashville,
Tennessee
| – | -$130K | -14,590 | Closed |
|
|
EFS
32
Essex Financial Services
Essex,
Connecticut
| – | -$102K | -11,380 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$6K | -710 | Closed |
|
CXH Hedge Fund Activity: Q2 2014 in Review
30 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2014, worth a combined $17.4M — up 10% from $15.7M a quarter earlier.
Fund positioning in CXH was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $625K. The largest seller was Guggenheim Capital, cutting an estimated $564K.
- 30 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2014, down from 31 in Q1 2014.
- Funds reported $17.4M of MFS Investment Grade Municipal Trust stock for Q2 2014, up 10% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2014 was Raymond James & Associates, an estimated $625K added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2014 was Guggenheim Capital, an estimated $564K sold.
Based on aggregated 13F filings for Q2 2014.