MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $37.1M invested in MFS Investment Grade Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
18% more funds holding
Funds holding: 28 → 33 (+5)
0.83% more ownership
Funds ownership: 29.76% → 30.59% (+0.83%)
1% more capital invested
Capital invested by funds: $36.8M → $37.1M (+$272K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.12M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$303K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$241K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$163K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$869K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$238K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$136K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$115K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$58.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | -$238K | -22,700 | -96% |
|
27
Creative Planning
Overland Park,
Kansas
| $10K | +$10.5K | +1,000 | New |
|
|
LYV
28
Live Your Vision
West Conshohocken,
Pennsylvania
| $10K | +$10.5K | +1,000 | New |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $5K | – | – | – |
|
|
CFA
30
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $3.23K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $3K | -$11.4K | -1,082 | -78% |
|
|
MFS
32
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
SWA
33
Sutton Wealth Advisors
Tampa,
Florida
| $62 | – | – | – |
|
|
SIA
34
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$869K | -82,149 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$5K | -440 | Closed |
|
CXH Hedge Fund Activity: Q3 2016 in Review
33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2016, worth a combined $37.1M — up 0.74% from $36.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CXH positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $1.12M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $869K sold.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $37.1M of MFS Investment Grade Municipal Trust stock for Q3 2016, up 0.74% quarter-over-quarter.
- 7 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2016 and 2 closed out, a net change of +5 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2016 was Icon Advisers, an estimated $1.12M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2016 was Sit Investment Associates, an estimated $869K sold.
Based on aggregated 13F filings for Q3 2016.