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CXH

MFS Investment Grade Municipal Trust

Delisted

CXH was delisted on the 5th of June, 2026.

43 hedge funds and large institutions have $15.8M invested in MFS Investment Grade Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 21.35%22.84% (+1.5%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5% less capital invested

Capital invested by funds: $16.6M → $15.8M (-$814K)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$143K +$147K +18,885 New
FAG
27
Fortitude Advisory Group
Washington
$138K
DWM
28
Denver Wealth Management
Colorado
$110K +$113K +14,459 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$97K -$7.52K -966 -7%
Ameriprise
30
Ameriprise
Minnesota
$93K -$7.79K -1,000 -8%
GWSG
31
GPS Wealth Strategies Group
Colorado
$89K +$88K +11,299 +2,456%
WAM
32
Worth Asset Management
Texas
$40K -$23.5K -3,015 -36%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$37K
VanEck Associates
34
VanEck Associates
New York
$25K -$7.94K -1,020 -24%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23K -$65.5K -8,417 -73%
AC
36
Almitas Capital
California
$14K +$14K +1,800 New
RBC
37
Roble Belko & Company
Pennsylvania
$10K +$10.2K +1,312 New
MCM
38
MV Capital Management
Maryland
$8K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$6K
SWM
41
Sugarloaf Wealth Management
Georgia
$3K
SPIA
42
Steward Partners Investment Advisory
New York
$2K
PK
43
Pflug Koory
Nebraska
$1K
BFM
44
Broadview Financial Management
Wisconsin
-$286K -33,478 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$183K -21,377 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
-$112K -13,154 Closed
OWP
47
Obermeyer Wealth Partners
Colorado
-$108K -12,600 Closed
NA
48
NewEdge Advisors
Louisiana
-$87K -10,200 Closed
CBT
49
CoreFirst Bank & Trust
Kansas
-$39K -4,610 Closed

CXH Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2022, worth a combined $15.8M — down 4.9% from $16.6M a quarter earlier.

Fund positioning in CXH was balanced in Q2 2022: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Americana Partners, adding an estimated $841K. The largest seller was Karpus Investment Management, cutting an estimated $468K.

  • 43 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $15.8M of MFS Investment Grade Municipal Trust stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2022 and 6 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2022 was Americana Partners, an estimated $841K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2022 was Karpus Investment Management, an estimated $468K sold.

Based on aggregated 13F filings for Q2 2022.