We are live on ! Find out more
CXH

MFS Investment Grade Municipal Trust

Delisted

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

33 hedge funds and large institutions have $13.2M invested in MFS Investment Grade Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $10.8M → $13.2M (+$2.37M)

6% more funds holding

Funds holding: 3133 (+2)

2.36% more ownership

Funds ownership: 10.86%13.21% (+2.4%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.9M +$987K +115,822 +34%
GC
2
Guggenheim Capital
Illinois
$1.21M -$292K -34,227 -20%
WAM
3
Wolverine Asset Management
Illinois
$898K -$4.83K -567 -0.5%
Bank of America
4
Bank of America
North Carolina
$876K -$19.3K -2,271 -2%
Morgan Stanley
5
Morgan Stanley
New York
$809K +$113K +13,221 +16%
Wells Fargo
6
Wells Fargo
California
$757K +$454K +53,244 +154%
KIM
7
Karpus Investment Management
New York
$726K +$465K +54,549 +184%
LPL Financial
8
LPL Financial
California
$665K -$28.7K -3,366 -4%
Invesco
9
Invesco
Georgia
$499K -$49.2K -5,781 -9%
DA
10
Doliver Advisors
Texas
$399K +$142K +16,691 +56%
FIMG
11
Financial & Investment Management Group
Michigan
$314K +$311K +36,500 New
CA
12
Cornerstone Advisors
North Carolina
$289K -$8.52K -1,000 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$267K +$84K +9,864 +47%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$233K -$4.86K -571 -2%
SBH
15
Segall Bryant & Hamill
Illinois
$233K
PRCM
16
Pine River Capital Management
Minnesota
$212K +$32.4K +3,800 +18%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$128K +$7.24K +850 +6%
VKH
18
Virtu KCG Holdings
New York
$110K +$109K +12,755 New
GEM
19
Global Endowment Management
North Carolina
$103K +$102K +12,000 New
YP
20
Yellowstone Partners
Idaho
$102K +$101K +11,800 New
EFS
21
Essex Financial Services
Connecticut
$98K -$10.6K -1,249 -10%
AQR Capital Management
22
AQR Capital Management
Connecticut
$86K +$85.3K +10,013 New
U
23
UBS
Switzerland
$85K +$18.5K +2,174 +28%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$43K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$34K

CXH Hedge Fund Activity: Q4 2013 in Review

33 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2013, worth a combined $13.2M — up 22% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXH positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $987K. The largest seller was Guggenheim Capital, cutting an estimated $292K.

  • 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2013, up from 31 in Q3 2013.
  • Funds reported $13.2M of MFS Investment Grade Municipal Trust stock for Q4 2013, up 22% quarter-over-quarter.
  • 7 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2013 and 5 closed out, a net change of +2 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2013 was Advisors Asset Management, an estimated $987K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2013 was Guggenheim Capital, an estimated $292K sold.

Based on aggregated 13F filings for Q4 2013.