MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
34 hedge funds and large institutions have $20.1M invested in MFS Investment Grade Municipal Trust in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less capital invested
Capital invested by funds: $21.1M → $20.1M (-$924K)
1.14% less ownership
Funds ownership: 19.4% → 18.26% (-1.1%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$279K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$166K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$86.6K |
| 4 |
YP
Yellowstone Partners
Idaho Falls,
Idaho
|
+$38.8K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$825K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$594K |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$504K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$191K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $47K | – | – | – |
|
|
FHA
27
First Horizon Advisors
Memphis,
Tennessee
| $47K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$142 | +15 | +1% |
|
|
SHJ
29
Sharkey, Howes & Javer
Denver,
Colorado
| $7K | +$7.1K | +750 | New |
|
|
CFA
30
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $5.85K | +$9 | +1 | +0.2% |
|
|
AIG
31
American International Group
New York
| $4.74K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $4K | -$31.1K | -3,282 | -88% |
|
|
DSC
33
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
PSI
34
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | – | – | – |
|
|
35
AQR Capital Management
Greenwich,
Connecticut
| – | -$504K | -53,700 | Closed |
|
|
CWM
36
Concert Wealth Management
San Jose,
California
| – | -$152K | -16,250 | Closed |
|
|
NPC
37
National Planning Corporation
El Segundo,
California
| – | -$3.99K | -420 | Closed |
|
|
PAM
38
Panagora Asset Management
Boston,
Massachusetts
| – | +$28 | +3 | New |
|
CXH Hedge Fund Activity: Q1 2015 in Review
34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2015, worth a combined $20.1M — down 4.4% from $21.1M a quarter earlier.
Fund positioning in CXH was balanced in Q1 2015: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $279K. The largest seller was Morgan Stanley, cutting an estimated $825K.
- 34 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $20.1M of MFS Investment Grade Municipal Trust stock for Q1 2015, down 4.4% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2015 and 3 closed out, a net change of 0 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2015 was Raymond James & Associates, an estimated $279K added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2015 was Morgan Stanley, an estimated $825K sold.
Based on aggregated 13F filings for Q1 2015.