MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $16.7M invested in MFS Investment Grade Municipal Trust in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
3% less capital invested
Capital invested by funds: $17.1M → $16.7M (-$440K)
1.24% less ownership
Funds ownership: 20.62% → 19.38% (-1.2%)
11% less funds holding
Funds holding: 35 → 31 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$205K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$109K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$75.4K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$73.8K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$46.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$552K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$371K |
| 3 |
Morgan Stanley
New York
|
-$303K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$95.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $29K | – | – | – |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
SWM
28
Sugarloaf Wealth Management
Duluth,
Georgia
| $4K | – | – | – |
|
|
PK
29
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
SWA
31
Sutton Wealth Advisors
Tampa,
Florida
| $57 | – | – | – |
|
32
Northern Trust
Chicago,
Illinois
| – | -$1K | -10,000 | Closed |
|
|
SIA
33
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$36K | -3,967 | Closed |
|
|
TFS
34
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$19K | -2,071 | Closed |
|
|
SF
35
Synovus Financial
Columbus,
Georgia
| – | -$11K | -1,250 | Closed |
|
|
AIC
36
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2K | -226 | Closed |
|
CXH Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2020, worth a combined $16.7M — down 2.6% from $17.1M 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 8 added.
The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $205K. The largest seller was Karpus Investment Management, cutting an estimated $552K.
- 31 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2020, down from 35 in Q1 2020.
- Funds reported $16.7M of MFS Investment Grade Municipal Trust stock for Q2 2020, down 2.6% quarter-over-quarter.
- 1 fund opened new MFS Investment Grade Municipal Trust positions in Q2 2020 and 5 closed out, a net change of -4 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2020 was Capital Investment Advisors, an estimated $205K added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2020 was Karpus Investment Management, an estimated $552K sold.
Based on aggregated 13F filings for Q2 2020.