MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
35 hedge funds and large institutions have $16.4M invested in MFS Investment Grade Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 31 → 35 (+4)
0.09% more ownership
Funds ownership: 19.38% → 19.48% (+0.09%)
1% less capital invested
Capital invested by funds: $16.7M → $16.4M (-$247K)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$249K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$161K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$145K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$117K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$71.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$448K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$201K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$172K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$172K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$89.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $65K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $46K | -$714 | -74 | -1% |
|
|
WB
28
Webster Bank
Waterbury,
Connecticut
| $42K | – | – | – |
|
|
FHA
29
First Horizon Advisors
Memphis,
Tennessee
| $29K | – | – | – |
|
|
CTC
30
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
SWM
31
Sugarloaf Wealth Management
Duluth,
Georgia
| $4K | – | – | – |
|
|
PK
32
Pflug Koory
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
34
Koshinski Asset Management
Decatur,
Illinois
| $207 | – | – | – |
|
|
SWA
35
Sutton Wealth Advisors
Tampa,
Florida
| $56 | – | – | – |
|
CXH Hedge Fund Activity: Q3 2020 in Review
35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2020, worth a combined $16.4M — down 1.5% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CXH positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $249K. The largest seller was Advisors Asset Management, cutting an estimated $448K.
- 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2020, up from 31 in Q2 2020.
- Funds reported $16.4M of MFS Investment Grade Municipal Trust stock for Q3 2020, down 1.5% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2020 and 0 closed out, a net change of +4 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2020 was UBS Group, an estimated $249K added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2020 was Advisors Asset Management, an estimated $448K sold.
Based on aggregated 13F filings for Q3 2020.