MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
35 hedge funds and large institutions have $22M invested in MFS Investment Grade Municipal Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
6% more funds holding
Funds holding: 33 → 35 (+2)
4.06% more ownership
Funds ownership: 22.82% → 26.88% (+4.1%)
0% less capital invested
Capital invested by funds: $22M → $22M (-$37K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.55M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$479K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$419K |
| 4 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$350K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.3M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$773K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$411K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$385K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1CP
26
1607 Capital Partners
Richmond,
Virginia
| $49K | +$50.6K | +5,500 | New |
|
|
WB
27
Webster Bank
Waterbury,
Connecticut
| $40K | – | – | – |
|
|
FHA
28
First Horizon Advisors
Memphis,
Tennessee
| $28K | – | – | – |
|
|
TFS
29
TrustCore Financial Services
Brentwood,
Tennessee
| $19K | – | – | – |
|
|
CTC
30
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
LYV
31
Live Your Vision
West Conshohocken,
Pennsylvania
| $9K | – | – | – |
|
|
BFC
32
Bedel Financial Consulting
Indianapolis,
Indiana
| $2K | – | – | – |
|
|
PK
33
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $2K | +$1.93K | +210 | New |
|
|
SWA
35
Sutton Wealth Advisors
Tampa,
Florida
| $54 | – | – | – |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$191K | -20,642 | Closed |
|
|
CWM
37
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.3M | -11,973 | Closed |
|
|
EFS
38
Essex Financial Services
Essex,
Connecticut
| – | -$94K | -10,180 | Closed |
|
39
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -148 | Closed |
|
CXH Hedge Fund Activity: Q3 2018 in Review
35 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2018, worth a combined $22M — down 0.17% from $22M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXH positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.55M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.3M sold.
- 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2018, up from 33 in Q2 2018.
- Funds reported $22M of MFS Investment Grade Municipal Trust stock for Q3 2018, down 0.17% quarter-over-quarter.
- 6 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2018 and 4 closed out, a net change of +2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2018 was Robinson Capital Management, an estimated $1.55M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2018 was Cornerstone Wealth Management, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2018.