MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
35 hedge funds and large institutions have $21.3M invested in MFS Investment Grade Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $19.4M → $21.3M (+$1.83M)
2.69% more ownership
Funds ownership: 28.82% → 31.51% (+2.7%)
8% less funds holding
Funds holding: 38 → 35 (-3)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.33M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.03M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$448K |
| 4 |
SCM
Saba Capital Management
New York
|
+$154K |
| 5 |
Morgan Stanley
New York
|
+$74.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$968K |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$66.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$51.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$42.7K |
| 5 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
-$42.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $62K | – | – | – |
|
|
GWSG
27
GPS Wealth Strategies Group
Centennial,
Colorado
| $49.8K | -$36.4K | -4,984 | -42% |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $34.4K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $6.18K | -$73 | -10 | -1% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $5.88K | +$5.85K | +800 | New |
|
|
VWM
32
Venturi Wealth Management
Austin,
Texas
| $2.65K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $1.54K | – | – | – |
|
|
PK
34
Pflug Koory
Omaha,
Nebraska
| $1.32K | – | – | – |
|
35
JP Morgan Chase
New York
| $1.02K | -$16.8K | -2,303 | -94% |
|
|
RCM
36
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$968K | -132,478 | Closed |
|
37
VanEck Associates
New York
| – | -$21K | -2,806 | Closed |
|
|
RBC
38
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$10K | -1,312 | Closed |
|
|
AAS
39
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.93K | -261 | Closed |
|
CXH Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2023, worth a combined $21.3M — up 9.4% from $19.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXH and 1 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 7 added.
The largest buyer was Almitas Capital, adding an estimated $1.33M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $968K sold.
- 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2023, down from 38 in Q1 2023.
- Funds reported $21.3M of MFS Investment Grade Municipal Trust stock for Q2 2023, up 9.4% quarter-over-quarter.
- 1 fund opened new MFS Investment Grade Municipal Trust positions in Q2 2023 and 4 closed out, a net change of -3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2023 was Almitas Capital, an estimated $1.33M added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2023 was Robinson Capital Management, an estimated $968K sold.
Based on aggregated 13F filings for Q2 2023.