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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 $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

3% more funds holding

Funds holding: 39 → 40 (+1)

0.61% more ownership

Funds ownership: 20.95% → 21.56% (+0.61%)

0% more capital invested

Capital invested by funds: $19.6M → $19.6M (+$16.7K)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
+$1.34M
2
LPL Financial
LPL Financial
California
+$225K
3
ACA
Ackerman Capital Advisors
Texas
+$184K
4
OWP
Obermeyer Wealth Partners
Colorado
+$131K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$104K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$562K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$251K
3
RJA
Raymond James & Associates
Florida
-$234K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$222K
5
KIM
Karpus Investment Management
New York
-$87.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$133K +$24.8K +2,394 +22%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$132K – – –
OWP
28
Obermeyer Wealth Partners
Colorado
$126K +$131K +12,600 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$49K – – –
CBT
30
CoreFirst Bank & Trust
Kansas
$46K – – –
WAM
31
Wolverine Asset Management
Illinois
$37K -$28.3K -2,732 -42%
US Bancorp
32
US Bancorp
Minnesota
$20K – – –
CTC
33
Central Trust Company
Missouri
$16K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11K -$55.2K -5,325 -83%
MCM
35
MV Capital Management
Maryland
$10K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8K – – –
SWM
37
Sugarloaf Wealth Management
Georgia
$4K – – –
PK
38
Pflug Koory
Nebraska
$2K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$2K – – –
SWA
40
Sutton Wealth Advisors
Florida
$60 – – –
RJA
41
Raymond James & Associates
Florida
– -$234K -22,782 Closed
1
2

CXH Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2021, worth a combined $19.6M — up 0.09% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CXH positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $1.34M. The largest seller was Advisors Asset Management, cutting an estimated $562K.

  • 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2021, up from 39 in Q2 2021.
  • Funds reported $19.6M of MFS Investment Grade Municipal Trust stock for Q3 2021, up 0.09% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2021 and 1 closed out, a net change of +1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2021 was Americana Partners, an estimated $1.34M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2021 was Advisors Asset Management, an estimated $562K sold.

Based on aggregated 13F filings for Q3 2021.