MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $29.2M invested in MFS Investment Grade Municipal Trust in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
10% more funds holding
Funds holding: 30 → 33 (+3)
4% more capital invested
Capital invested by funds: $28.2M → $29.2M (+$1.1M)
0.47% more ownership
Funds ownership: 44.94% → 45.41% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.64M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$642K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$375K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$300K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.26M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$659K |
| 3 |
ANBT
American National Bank & Trust
Wichita Falls,
Texas
|
-$153K |
| 4 |
Morgan Stanley
New York
|
-$106K |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$97.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $31.4K | – | – | – |
|
|
MA
27
Montag & Associates
Atlanta,
Georgia
| $19.4K | – | – | – |
|
|
NWMP
28
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $17.3K | +$16.7K | +2,200 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.1K | – | – | – |
|
|
IBOK
30
Independence Bank of Kentucky
Owensboro,
Kentucky
| $5.09K | – | – | – |
|
31
Jones Financial Companies
Des Peres,
Missouri
| $3.29K | +$3.18K | +419 | New |
|
|
AAS
32
Ameritas Advisory Services
Lincoln,
Nebraska
| $1.14K | +$15 | +2 | +1% |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $778 | -$796 | -105 | -51% |
|
|
ANBT
34
American National Bank & Trust
Wichita Falls,
Texas
| – | -$153K | -20,000 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$8K | -1,100 | Closed |
|
CXH Hedge Fund Activity: Q3 2025 in Review
33 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2025, worth a combined $29.2M — up 3.9% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXH positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $1.64M. The largest seller was Sit Investment Associates, cutting an estimated $2.26M.
- 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2025, up from 30 in Q2 2025.
- Funds reported $29.2M of MFS Investment Grade Municipal Trust stock for Q3 2025, up 3.9% quarter-over-quarter.
- 5 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $1.64M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2025 was Sit Investment Associates, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2025.