MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
32 hedge funds and large institutions have $18.7M invested in MFS Investment Grade Municipal Trust in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $17.4M → $18.7M (+$1.36M)
7% more funds holding
Funds holding: 30 → 32 (+2)
1.52% more ownership
Funds ownership: 16.17% → 17.69% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$887K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$878K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$484K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$284K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$708K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$577K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$180K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$70K |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$41.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | +$11.9K | +1,300 | +65% |
|
27
Creative Planning
Overland Park,
Kansas
| $28K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$128 | +14 | +1% |
|
|
AIG
29
American International Group
New York
| $4.59K | – | – | – |
|
|
DSC
30
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | – | – | – |
|
|
PSI
32
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | +$1.1K | +120 | New |
|
CXH Hedge Fund Activity: Q3 2014 in Review
32 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2014, worth a combined $18.7M — up 7.8% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CXH positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $887K. The largest seller was Bank of America, cutting an estimated $708K.
- 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2014, up from 30 in Q2 2014.
- Funds reported $18.7M of MFS Investment Grade Municipal Trust stock for Q3 2014, up 7.8% quarter-over-quarter.
- 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2014 was Raymond James & Associates, an estimated $887K added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2014 was Bank of America, an estimated $708K sold.
Based on aggregated 13F filings for Q3 2014.