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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 $19.3M invested in MFS Investment Grade Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less capital invested

Capital invested by funds: $19.6M → $19.3M (-$375K)

1.04% less ownership

Funds ownership: 21.56% → 20.51% (-1%)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$254K
2
AP
Americana Partners
Texas
+$124K
3
RCM
Rivernorth Capital Management
Florida
+$118K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$115K
5
Wells Fargo
Wells Fargo
California
+$79.1K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$806K
2
KAS
Kestra Advisory Services
Texas
-$444K
3
AAM
Advisors Asset Management
Colorado
-$334K
4
Bank of America
Bank of America
North Carolina
-$143K
5
KIM
Karpus Investment Management
New York
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$137K +$40 +4 +0%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$136K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$132K -$34.4K -3,473 -21%
OWP
29
Obermeyer Wealth Partners
Colorado
$130K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$51K – – –
CBT
31
CoreFirst Bank & Trust
Kansas
$48K – – –
VanEck Associates
32
VanEck Associates
New York
$45K +$42.9K +4,336 New
CTC
33
Central Trust Company
Missouri
$17K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11K – – –
MCM
35
MV Capital Management
Maryland
$10K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8K – – –
SWM
37
Sugarloaf Wealth Management
Georgia
$5K – – –
PK
38
Pflug Koory
Nebraska
$2K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$2K – – –
SWA
40
Sutton Wealth Advisors
Florida
$62 – – –
KAS
41
Kestra Advisory Services
Texas
– -$444K -44,391 Closed
AAM
42
Advisors Asset Management
Colorado
– -$334K -33,402 Closed
WAM
43
Wolverine Asset Management
Illinois
– -$37K -3,776 Closed
US Bancorp
44
US Bancorp
Minnesota
– -$20K -2,000 Closed
1
2

CXH Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2021, worth a combined $19.3M — down 1.9% from $19.6M a quarter earlier.

Fund positioning in CXH was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $254K. The largest seller was UBS Group, cutting an estimated $806K.

  • 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $19.3M of MFS Investment Grade Municipal Trust stock for Q4 2021, down 1.9% quarter-over-quarter.
  • 4 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2021 and 4 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2021 was LPL Financial, an estimated $254K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2021 was UBS Group, an estimated $806K sold.

Based on aggregated 13F filings for Q4 2021.