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CXH

MFS Investment Grade Municipal Trust

Delisted

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

39 hedge funds and large institutions have $14.1M invested in MFS Investment Grade Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 22.84%23.01% (+0.16%)

9% less funds holding

Funds holding: 4339 (-4)

11% less capital invested

Capital invested by funds: $15.8M → $14.1M (-$1.68M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
26
QP Wealth Management
New Jersey
$100K -$153K -20,000 -58%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$89K -$43.7K -5,717 -30%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$81K -$5.8K -758 -6%
GWSG
29
GPS Wealth Strategies Group
Colorado
$79K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$72K +$82K +10,725 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$52K +$52.8K +6,905 +890%
WAM
32
Worth Asset Management
Texas
$36K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$33K
VanEck Associates
34
VanEck Associates
New York
$22K
RBC
35
Roble Belko & Company
Pennsylvania
$9K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7K
SWM
37
Sugarloaf Wealth Management
Georgia
$3K
PK
38
Pflug Koory
Nebraska
$1K
SPIA
39
Steward Partners Investment Advisory
New York
$1K
BA
40
Bridgewater Advisors
New York
-$219K -28,954 Closed
DWM
41
Denver Wealth Management
Colorado
-$110K -14,459 Closed
Ameriprise
42
Ameriprise
Minnesota
-$93K -12,285 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
-$23K -3,092 Closed
AC
44
Almitas Capital
California
-$14K -1,800 Closed
MCM
45
MV Capital Management
Maryland
-$8K -1,007 Closed

CXH Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2022, worth a combined $14.1M — down 11% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CXH and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Matisse Capital, adding an estimated $435K. The largest seller was Rivernorth Capital Management, cutting an estimated $758K.

  • 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $14.1M of MFS Investment Grade Municipal Trust stock for Q3 2022, down 11% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2022 and 6 closed out, a net change of -4 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2022 was Matisse Capital, an estimated $435K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $758K sold.

Based on aggregated 13F filings for Q3 2022.