MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
29 hedge funds and large institutions have $26.3M invested in MFS Investment Grade Municipal Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0.22% more ownership
Funds ownership: 23.97% → 24.19% (+0.22%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $27M → $26.3M (-$681K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$744K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$468K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$219K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$182K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$705K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$574K |
| 3 |
Bank of New York Mellon
New York
|
-$103K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$44.9K |
| 5 |
LPL Financial
San Diego,
California
|
-$38.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LYV
26
Live Your Vision
West Conshohocken,
Pennsylvania
| $9K | – | – | – |
|
|
BFC
27
Bedel Financial Consulting
Indianapolis,
Indiana
| $3K | +$3.09K | +325 | New |
|
|
PK
28
Pflug Koory
Omaha,
Nebraska
| $2K | +$1.7K | +179 | New |
|
|
SWA
29
Sutton Wealth Advisors
Tampa,
Florida
| $56 | – | – | – |
|
|
RCM
30
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$705K | -72,618 | Closed |
|
|
31
Bank of New York Mellon
New York
| – | -$103K | -10,628 | Closed |
|
|
SWM
32
SeaCrest Wealth Management
Purchase,
New York
| – | -$24K | -2,500 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$2K | -210 | Closed |
|
CXH Hedge Fund Activity: Q1 2018 in Review
29 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2018, worth a combined $26.3M — down 2.5% from $27M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $744K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $705K sold.
- 29 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $26.3M of MFS Investment Grade Municipal Trust stock for Q1 2018, down 2.5% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2018 and 4 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $744K added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2018 was Rivernorth Capital Management, an estimated $705K sold.
Based on aggregated 13F filings for Q1 2018.