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CXH

MFS Investment Grade Municipal Trust
CXH

Delisted

CXH was delisted on the 5th of June, 2026.

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40 hedge funds and large institutions have $22.1M invested in MFS Investment Grade Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more funds holding

Funds holding: 32 → 40 (+8)

0.5% less ownership

Funds ownership: 25.4% → 24.9% (-0.5%)

4% less capital invested

Capital invested by funds: $23M → $22.1M (-$925K)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$641K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$610K
3
Morgan Stanley
Morgan Stanley
New York
+$335K
4
ACA
Ackerman Capital Advisors
Texas
+$163K
5
CIA
Capital Investment Advisors
Georgia
+$151K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.56M
2
RCM
Robinson Capital Management
Michigan
-$898K
3
Wells Fargo
Wells Fargo
California
-$205K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$170K
5
RJA
Raymond James & Associates
Florida
-$75.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$66K +$22.1K +2,254 +50%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$49K – – –
WB
28
Webster Bank
Connecticut
$44K – – –
FHA
29
First Horizon Advisors
Tennessee
$30K – – –
TFS
30
TrustCore Financial Services
Tennessee
$20K – – –
CTC
31
Central Trust Company
Missouri
$16K – – –
AG
32
Advisor Group
Arizona
$12K – – –
SWM
33
Sugarloaf Wealth Management
Georgia
$4K +$4.29K +437 New
CHA
34
Carmichael Hill & Associates
Maryland
$4K +$4.39K +448 New
WAM
35
Wolverine Asset Management
Illinois
$4K +$4.9K +500 New
PK
36
Pflug Koory
Nebraska
$2K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$2K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$2K +$2.5K +255 New
Northern Trust
39
Northern Trust
Illinois
$1K +$98K +10,000 New
SWA
40
Sutton Wealth Advisors
Florida
$59 – – –
AIC
41
Ameritas Investment Company
Nebraska
– -$2K -221 Closed
1
2

CXH Hedge Fund Activity: Q4 2019 in Review

40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2019, worth a combined $22.1M — down 4% from $23M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXH positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $641K. The largest seller was Karpus Investment Management, cutting an estimated $1.56M.

  • 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2019, up from 32 in Q3 2019.
  • Funds reported $22.1M of MFS Investment Grade Municipal Trust stock for Q4 2019, down 4% quarter-over-quarter.
  • 9 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2019 and 1 closed out, a net change of +8 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2019 was UBS Group, an estimated $641K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2019 was Karpus Investment Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2019.