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CXH

MFS Investment Grade Municipal Trust

Delisted

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

31 hedge funds and large institutions have $15.7M invested in MFS Investment Grade Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $13.2M → $15.7M (+$2.56M)

1.97% more ownership

Funds ownership: 13.21%15.19% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

6% less funds holding

Funds holding: 3331 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.59M +$528K +59,576 +13%
KIM
2
Karpus Investment Management
New York
$1.98M +$1.21M +136,949 +163%
RJA
3
Raymond James & Associates
Florida
$1.27M +$1.26M +142,179 New
GC
4
Guggenheim Capital
Illinois
$1.08M -$170K -19,155 -14%
Bank of America
5
Bank of America
North Carolina
$858K -$50.8K -5,727 -6%
Morgan Stanley
6
Morgan Stanley
New York
$850K +$10.9K +1,231 +1%
Wells Fargo
7
Wells Fargo
California
$772K -$13.1K -1,481 -2%
LPL Financial
8
LPL Financial
California
$685K -$4.95K -558 -0.7%
WAM
9
Wolverine Asset Management
Illinois
$664K -$266K -30,011 -29%
Invesco
10
Invesco
Georgia
$486K -$31.2K -3,518 -6%
FIMG
11
Financial & Investment Management Group
Michigan
$407K +$79.8K +9,000 +25%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$330K +$53.2K +6,000 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$295K +$53.2K +6,000 +22%
CA
14
Cornerstone Advisors
North Carolina
$258K -$42.6K -4,800 -14%
SBH
15
Segall Bryant & Hamill
Illinois
$215K -$26.6K -3,000 -11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$200K +$109K +12,337 +123%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$168K +$35K +3,950 +26%
AllianceBernstein
18
AllianceBernstein
Tennessee
$130K +$129K +14,590 New
GEM
19
Global Endowment Management
North Carolina
$108K
YP
20
Yellowstone Partners
Idaho
$105K
EFS
21
Essex Financial Services
Connecticut
$102K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$45K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$37K +$2.22K +250 +6%
Creative Planning
24
Creative Planning
Kansas
$27K
U
25
UBS
Switzerland
$25K -$61.7K -6,959 -71%

CXH Hedge Fund Activity: Q1 2014 in Review

31 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2014, worth a combined $15.7M — up 19% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXH and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.26M. The largest seller was Doliver Advisors, exiting entirely with an estimated $399K sold.

  • 31 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2014, down from 33 in Q4 2013.
  • Funds reported $15.7M of MFS Investment Grade Municipal Trust stock for Q1 2014, up 19% quarter-over-quarter.
  • 3 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2014 and 5 closed out, a net change of -2 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2014 was Raymond James & Associates, an estimated $1.26M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2014 was Doliver Advisors, an estimated $399K sold.

Based on aggregated 13F filings for Q1 2014.