MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $37M invested in MFS Investment Grade Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3.03% more ownership
Funds ownership: 30.59% → 33.62% (+3%)
0% more funds holding
Funds holding: 33 → 33 (0)
0% less capital invested
Capital invested by funds: $37.1M → $37M (-$84.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.43M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.2M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$658K |
| 4 |
Morgan Stanley
New York
|
+$169K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$552K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$305K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$161K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$155K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $5K | +$4.86K | +500 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $5K | +$4.86K | +500 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
CFA
30
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $2.91K | – | – | – |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $1K | +$2.04K | +210 | New |
|
|
SWA
33
Sutton Wealth Advisors
Tampa,
Florida
| $56 | – | – | – |
|
|
RCM
34
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$552K | -53,176 | Closed |
|
|
CRC
35
Curi RMB Capital
Chicago,
Illinois
| – | -$161K | -15,495 | Closed |
|
|
RJA
36
Raymond James & Associates
St Petersburg,
Florida
| – | -$155K | -14,940 | Closed |
|
|
WAM
37
Wolverine Asset Management
Chicago,
Illinois
| – | -$27K | -2,653 | Closed |
|
|
AG
38
Advisor Group
Phoenix,
Arizona
| – | -$5K | -502 | Closed |
|
CXH Hedge Fund Activity: Q4 2016 in Review
33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2016, worth a combined $37M — down 0.23% from $37.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXH positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.43M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $552K sold.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $37M of MFS Investment Grade Municipal Trust stock for Q4 2016, down 0.23% quarter-over-quarter.
- 6 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2016 and 5 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2016 was Karpus Investment Management, an estimated $2.43M added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2016 was Robinson Capital Management, an estimated $552K sold.
Based on aggregated 13F filings for Q4 2016.