MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
32 hedge funds and large institutions have $28.1M invested in MFS Investment Grade Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
1.78% more ownership
Funds ownership: 41.45% → 43.23% (+1.8%)
3% more capital invested
Capital invested by funds: $27.2M → $28.1M (+$910K)
3% less funds holding
Funds holding: 33 → 32 (-1)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.19M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$673K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$188K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$97.5K |
| 5 |
SG
StoneX Group
New York
|
+$81.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$419K |
| 2 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$395K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97.5K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$56.3K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$51.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Montag & Associates
Atlanta,
Georgia
| $19.6K | – | – | – |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $9.65K | +$9.78K | +1,218 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.15K | – | – | – |
|
|
IBOK
30
Independence Bank of Kentucky
Owensboro,
Kentucky
| $5.13K | – | – | – |
|
|
TSMHT
31
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $2.38K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $1.62K | – | – | – |
|
|
WA
33
Whitebox Advisors
Minneapolis,
Minnesota
| – | -$395K | -49,454 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$97.5K | -12,207 | Closed |
|
|
VWM
35
Venturi Wealth Management
Austin,
Texas
| – | -$2.88K | -360 | Closed |
|
CXH Hedge Fund Activity: Q1 2025 in Review
32 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2025, worth a combined $28.1M — up 3.3% from $27.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CXH and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Bulldog Investors, adding an estimated $1.19M. The largest seller was Osaic Holdings, cutting an estimated $419K.
- 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2025, down from 33 in Q4 2024.
- Funds reported $28.1M of MFS Investment Grade Municipal Trust stock for Q1 2025, up 3.3% quarter-over-quarter.
- 2 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2025 was Bulldog Investors, an estimated $1.19M added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2025 was Osaic Holdings, an estimated $419K sold.
Based on aggregated 13F filings for Q1 2025.