MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
32 hedge funds and large institutions have $23M invested in MFS Investment Grade Municipal Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
3% less capital invested
Capital invested by funds: $23.6M → $23M (-$592K)
1.82% less ownership
Funds ownership: 27.22% → 25.4% (-1.8%)
11% less funds holding
Funds holding: 36 → 32 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$677K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$212K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$50.9K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.3K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$930K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$468K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$151K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$143K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
26
TrustCore Financial Services
Brentwood,
Tennessee
| $21K | – | – | – |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $16K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
|
PK
29
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| $2K | +$2.18K | +221 | New |
|
|
SWA
32
Sutton Wealth Advisors
Tampa,
Florida
| $60 | – | – | – |
|
|
33
Koshinski Asset Management
Decatur,
Illinois
| – | -$930K | -97,170 | Closed |
|
|
WAM
34
Wolverine Asset Management
Chicago,
Illinois
| – | -$151K | -15,842 | Closed |
|
|
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | -$143K | -14,905 | Closed |
|
|
SCM
36
Saba Capital Management
New York
| – | -$124K | -12,906 | Closed |
|
|
MAFM
37
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$122K | -12,800 | Closed |
|
CXH Hedge Fund Activity: Q3 2019 in Review
32 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2019, worth a combined $23M — down 2.5% from $23.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Wells Fargo, adding an estimated $677K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $930K sold.
- 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2019, down from 36 in Q2 2019.
- Funds reported $23M of MFS Investment Grade Municipal Trust stock for Q3 2019, down 2.5% quarter-over-quarter.
- 1 fund opened new MFS Investment Grade Municipal Trust positions in Q3 2019 and 5 closed out, a net change of -4 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2019 was Wells Fargo, an estimated $677K added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2019 was Koshinski Asset Management, an estimated $930K sold.
Based on aggregated 13F filings for Q3 2019.