MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
34 hedge funds and large institutions have $21.3M invested in MFS Investment Grade Municipal Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
4% less capital invested
Capital invested by funds: $22.1M → $21.3M (-$794K)
1.56% less ownership
Funds ownership: 27.66% → 26.1% (-1.6%)
3% less funds holding
Funds holding: 35 → 34 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$126K |
| 2 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$113K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$79.6K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$69.8K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$56.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$556K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$307K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$302K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$173K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $27K | +$26.7K | +2,870 | New |
|
|
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 | – | – | – |
|
|
PK
30
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$932 | +100 | New |
|
32
Koshinski Asset Management
Decatur,
Illinois
| $959 | – | – | – |
|
|
ACA
33
Ackerman Capital Advisors
Dallas,
Texas
| $114 | +$113K | +12,171 | New |
|
|
SWA
34
Sutton Wealth Advisors
Tampa,
Florida
| $56 | – | – | – |
|
|
CRC
35
Curi RMB Capital
Chicago,
Illinois
| – | -$173K | -19,650 | Closed |
|
|
AA
36
AQR Arbitrage
Greenwich,
Connecticut
| – | -$115K | -13,134 | Closed |
|
|
RFC
37
Regions Financial Corp
Birmingham,
Alabama
| – | -$10K | -1,087 | Closed |
|
|
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2K | -214 | Closed |
|
CXH Hedge Fund Activity: Q1 2019 in Review
34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2019, worth a combined $21.3M — down 3.6% from $22.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXH and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $126K. The largest seller was Advisors Asset Management, cutting an estimated $556K.
- 34 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2019, down from 35 in Q4 2018.
- Funds reported $21.3M of MFS Investment Grade Municipal Trust stock for Q1 2019, down 3.6% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2019 and 4 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2019 was Wells Fargo, an estimated $126K added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2019 was Advisors Asset Management, an estimated $556K sold.
Based on aggregated 13F filings for Q1 2019.