MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
28 hedge funds and large institutions have $36.8M invested in MFS Investment Grade Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
12% more funds holding
Funds holding: 25 → 28 (+3)
8% more capital invested
Capital invested by funds: $34M → $36.8M (+$2.85M)
1.12% more ownership
Funds ownership: 28.65% → 29.76% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.07M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$610K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$249K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$162K |
| 5 |
Bank of New York Mellon
New York
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$482K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$233K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$165K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$135K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $3.29K | – | – | – |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $1K | +$1.04K | +100 | New |
|
|
SWA
28
Sutton Wealth Advisors
Tampa,
Florida
| $63 | – | – | – |
|
|
29
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$233K | -22,954 | Closed |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -858 | Closed |
|
|
AIG
31
American International Group
New York
| – | -$5K | -502 | Closed |
|
CXH Hedge Fund Activity: Q2 2016 in Review
28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2016, worth a combined $36.8M — up 8.4% from $34M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXH positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.07M. The largest seller was LPL Financial, cutting an estimated $482K.
- 28 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2016, up from 25 in Q1 2016.
- Funds reported $36.8M of MFS Investment Grade Municipal Trust stock for Q2 2016, up 8.4% quarter-over-quarter.
- 6 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2016 and 3 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2016 was Advisors Asset Management, an estimated $1.07M added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2016 was LPL Financial, an estimated $482K sold.
Based on aggregated 13F filings for Q2 2016.