MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
30 hedge funds and large institutions have $20.6M invested in MFS Investment Grade Municipal Trust in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
2% more capital invested
Capital invested by funds: $20.1M → $20.6M (+$423K)
0.82% more ownership
Funds ownership: 18.26% → 19.08% (+0.82%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
12% less funds holding
Funds holding: 34 → 30 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.45M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$425K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$133K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$118K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$707K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$328K |
| 3 |
LPL Financial
San Diego,
California
|
-$143K |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$107K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $5.76K | – | – | – |
|
|
AIG
27
American International Group
New York
| $4.67K | – | – | – |
|
|
DSC
28
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
PSI
29
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | – | – | – |
|
|
DA
30
Doliver Advisors
Houston,
Texas
| – | -$328K | -34,752 | Closed |
|
|
EFS
31
Essex Financial Services
Essex,
Connecticut
| – | -$107K | -11,380 | Closed |
|
|
32
Koshinski Asset Management
Decatur,
Illinois
| – | -$104K | -11,000 | Closed |
|
33
Creative Planning
Overland Park,
Kansas
| – | -$47K | -5,000 | Closed |
|
|
SHJ
34
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$7K | -750 | Closed |
|
CXH Hedge Fund Activity: Q2 2015 in Review
30 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2015, worth a combined $20.6M — up 2.1% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.45M. The largest seller was Wolverine Asset Management, cutting an estimated $707K.
- 30 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2015, down from 34 in Q1 2015.
- Funds reported $20.6M of MFS Investment Grade Municipal Trust stock for Q2 2015, up 2.1% quarter-over-quarter.
- 1 fund opened new MFS Investment Grade Municipal Trust positions in Q2 2015 and 5 closed out, a net change of -4 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2015 was Karpus Investment Management, an estimated $1.45M added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2015 was Wolverine Asset Management, an estimated $707K sold.
Based on aggregated 13F filings for Q2 2015.