MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
34 hedge funds and large institutions have $21.1M invested in MFS Investment Grade Municipal Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
12% more capital invested
Capital invested by funds: $18.7M → $21.1M (+$2.33M)
6% more funds holding
Funds holding: 32 → 34 (+2)
1.71% more ownership
Funds ownership: 17.69% → 19.4% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$838K |
| 2 |
Morgan Stanley
New York
|
+$494K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$413K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$394K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$477K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$114K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$101K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$55.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $47K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $34K | +$34.4K | +3,715 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$445 | +48 | +5% |
|
|
CFA
30
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $5.81K | +$5.74K | +619 | New |
|
|
AIG
31
American International Group
New York
| $4.7K | – | – | – |
|
|
NPC
32
National Planning Corporation
El Segundo,
California
| $3.99K | +$3.89K | +420 | New |
|
|
DSC
33
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
PSI
34
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | – | – | – |
|
|
GC
35
Guggenheim Capital
Chicago,
Illinois
| – | -$477K | -52,181 | Closed |
|
|
TC
36
TFS Capital
West Chester,
Pennsylvania
| – | -$114K | -12,491 | Closed |
|
|
TJHA
37
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$2K | -250 | Closed |
|
CXH Hedge Fund Activity: Q4 2014 in Review
34 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2014, worth a combined $21.1M — up 12% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXH positions and 3 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 $838K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $477K sold.
- 34 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2014, up from 32 in Q3 2014.
- Funds reported $21.1M of MFS Investment Grade Municipal Trust stock for Q4 2014, up 12% quarter-over-quarter.
- 6 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2014 and 3 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2014 was Advisors Asset Management, an estimated $838K added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2014 was Guggenheim Capital, an estimated $477K sold.
Based on aggregated 13F filings for Q4 2014.