MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
39 hedge funds and large institutions have $19.3M invested in MFS Investment Grade Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 38 → 39 (+1)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
0.97% less ownership
Funds ownership: 22.53% → 21.56% (-0.97%)
4% less capital invested
Capital invested by funds: $20.1M → $19.3M (-$860K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.47M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$121K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$103K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$96.1K |
| 5 |
QWM
QP Wealth Management
Eatontown,
New Jersey
|
+$64.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.69M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$345K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$231K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$218K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$213K |
CXH Hedge Fund Activity: Q1 2021 in Review
39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2021, worth a combined $19.3M — down 4.3% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.47M. The largest seller was Karpus Investment Management, cutting an estimated $2.69M.
- 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2021, up from 38 in Q4 2020.
- Funds reported $19.3M of MFS Investment Grade Municipal Trust stock for Q1 2021, down 4.3% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $2.47M added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2021 was Karpus Investment Management, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2021.