MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $22M invested in MFS Investment Grade Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more funds holding
Funds holding: 29 → 33 (+4)
1.37% less ownership
Funds ownership: 24.19% → 22.82% (-1.4%)
16% less capital invested
Capital invested by funds: $26.3M → $22M (-$4.29M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.28M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$981K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$787K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$192K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.56M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$2.01M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.49M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$180K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $29K | – | – | – |
|
|
TFS
27
TrustCore Financial Services
Brentwood,
Tennessee
| $19K | – | – | – |
|
|
CTC
28
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
LYV
29
Live Your Vision
West Conshohocken,
Pennsylvania
| $9K | – | – | – |
|
|
BFC
30
Bedel Financial Consulting
Indianapolis,
Indiana
| $3K | – | – | – |
|
|
PK
31
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.38K | +148 | New |
|
|
SWA
33
Sutton Wealth Advisors
Tampa,
Florida
| $56 | – | – | – |
|
|
IA
34
Icon Advisers
Greenwood Village,
Colorado
| – | -$2.01M | -213,704 | Closed |
|
|
CCP
35
Clough Capital Partners
Boston,
Massachusetts
| – | -$180K | -19,144 | Closed |
|
|
YCM
36
Yakira Capital Management
Westport,
Connecticut
| – | -$101K | -10,779 | Closed |
|
CXH Hedge Fund Activity: Q2 2018 in Review
33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2018, worth a combined $22M — down 16% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CXH positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.28M. The largest seller was Karpus Investment Management, cutting an estimated $4.56M.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2018, up from 29 in Q1 2018.
- Funds reported $22M of MFS Investment Grade Municipal Trust stock for Q2 2018, down 16% quarter-over-quarter.
- 7 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2018 and 3 closed out, a net change of +4 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $1.28M added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2018 was Karpus Investment Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q2 2018.