MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $27.2M invested in MFS Investment Grade Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $23.6M → $27.2M (+$3.61M)
6.52% more ownership
Funds ownership: 34.94% → 41.45% (+6.5%)
0% more funds holding
Funds holding: 33 → 33 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.13M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.53M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$402K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$321K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
-$536K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$86.2K |
| 3 |
Morgan Stanley
New York
|
-$73.8K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$57.3K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $32K | – | – | – |
|
|
MA
27
Montag & Associates
Atlanta,
Georgia
| $19.7K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.2K | – | – | – |
|
|
IBOK
30
Independence Bank of Kentucky
Owensboro,
Kentucky
| $5.18K | +$5.27K | +648 | New |
|
|
VWM
31
Venturi Wealth Management
Austin,
Texas
| $2.88K | – | – | – |
|
|
TSMHT
32
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $2.4K | +$2.44K | +300 | New |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $1.63K | – | – | – |
|
|
GCWM
34
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| – | -$536K | -65,155 | Closed |
|
|
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$57.3K | -6,968 | Closed |
|
|
BBPWM
36
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$39.9K | -4,859 | Closed |
|
|
CA
37
Claris Advisors
St. Louis,
Missouri
| – | -$8.14K | -990 | Closed |
|
CXH Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2024, worth a combined $27.2M — up 15% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $2.13M. The largest seller was Graham Capital Wealth Management, exiting entirely with an estimated $536K sold.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $27.2M of MFS Investment Grade Municipal Trust stock for Q4 2024, up 15% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2024 was Bulldog Investors, an estimated $2.13M added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2024 was Graham Capital Wealth Management, an estimated $536K sold.
Based on aggregated 13F filings for Q4 2024.