MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
27 hedge funds and large institutions have $32.4M invested in MFS Investment Grade Municipal Trust in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.
11% more capital invested
Capital invested by funds: $29.3M → $32.4M (+$3.08M)
2.22% more ownership
Funds ownership: 25.93% → 28.15% (+2.2%)
4% less funds holding
Funds holding: 28 → 27 (-1)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$437K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$19.4K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$998K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$466K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$290K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$150K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$54.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DSC
26
Duncker Streett & Co
St. Louis,
Missouri
| $3K | – | – | – |
|
|
PSI
27
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | – | – | – |
|
|
AA
28
AQR Arbitrage
Greenwich,
Connecticut
| – | -$290K | -29,698 | Closed |
|
|
29
Invesco
Atlanta,
Georgia
| – | -$150K | -15,425 | Closed |
|
30
US Bancorp
Minneapolis,
Minnesota
| – | -$40K | -4,070 | Closed |
|
|
LYV
31
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$10K | -1,000 | Closed |
|
CXH Hedge Fund Activity: Q4 2015 in Review
27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2015, worth a combined $32.4M — up 11% from $29.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXH and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.
The largest buyer was Karpus Investment Management, adding an estimated $4.02M. The largest seller was Raymond James & Associates, cutting an estimated $998K.
- 27 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2015, down from 28 in Q3 2015.
- Funds reported $32.4M of MFS Investment Grade Municipal Trust stock for Q4 2015, up 11% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2015 and 4 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2015 was Karpus Investment Management, an estimated $4.02M added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2015 was Raymond James & Associates, an estimated $998K sold.
Based on aggregated 13F filings for Q4 2015.