MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
36 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $21.3M → $23.6M (+$2.25M)
6% more funds holding
Funds holding: 34 → 36 (+2)
1.12% more ownership
Funds ownership: 26.1% → 27.22% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$347K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$309K |
| 3 |
SCM
Saba Capital Management
New York
|
+$122K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$117K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$92.6K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$84.1K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$47.3K |
| 4 |
Morgan Stanley
New York
|
-$45.8K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$37.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $48K | – | – | – |
|
|
WB
27
Webster Bank
Waterbury,
Connecticut
| $43K | – | – | – |
|
|
FHA
28
First Horizon Advisors
Memphis,
Tennessee
| $30K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $27K | – | – | – |
|
|
TFS
30
TrustCore Financial Services
Brentwood,
Tennessee
| $20K | – | – | – |
|
|
CTC
31
Central Trust Company
Jefferson City,
Missouri
| $16K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $12K | +$11.7K | +1,233 | New |
|
|
PK
33
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $2K | +$1.99K | +210 | New |
|
|
ACA
35
Ackerman Capital Advisors
Dallas,
Texas
| $171 | +$54.4K | +5,748 | +47% |
|
|
SWA
36
Sutton Wealth Advisors
Tampa,
Florida
| $57 | – | – | – |
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -100 | Closed |
|
CXH Hedge Fund Activity: Q2 2019 in Review
36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2019, worth a combined $23.6M — up 11% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CXH positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $347K. The largest seller was Karpus Investment Management, cutting an estimated $92.6K.
- 36 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2019, up from 34 in Q1 2019.
- Funds reported $23.6M of MFS Investment Grade Municipal Trust stock for Q2 2019, up 11% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2019 was 1607 Capital Partners, an estimated $347K added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2019 was Karpus Investment Management, an estimated $92.6K sold.
Based on aggregated 13F filings for Q2 2019.