MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $27M invested in MFS Investment Grade Municipal Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 30 → 31 (+1)
12.21% less ownership
Funds ownership: 35.54% → 23.33% (-12%)
35% less capital invested
Capital invested by funds: $41.8M → $27M (-$14.8M)
77% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$376K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$240K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$153K |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$109K |
| 5 |
FPF
FNY Partners Fund
New York
|
+$46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$11.1M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$1.38M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.04M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$512K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $16K | – | – | – |
|
|
LYV
27
Live Your Vision
West Conshohocken,
Pennsylvania
| $10K | – | – | – |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $5K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
SWA
31
Sutton Wealth Advisors
Tampa,
Florida
| $60 | – | – | – |
|
|
32
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$512K | -50,527 | Closed |
|
|
TJHA
33
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$194K | -19,157 | Closed |
|
|
RJA
34
Raymond James & Associates
St Petersburg,
Florida
| – | -$106K | -10,489 | Closed |
|
35
Creative Planning
Overland Park,
Kansas
| – | -$10K | -1,000 | Closed |
|
CXH Hedge Fund Activity: Q3 2017 in Review
31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2017, worth a combined $27M — down 35% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 13 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $376K. The largest seller was Karpus Investment Management, cutting an estimated $11.1M.
- 31 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2017, up from 30 in Q2 2017.
- Funds reported $27M of MFS Investment Grade Municipal Trust stock for Q3 2017, down 35% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2017 and 4 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2017 was Curi RMB Capital, an estimated $376K added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2017 was Karpus Investment Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2017.