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CXH

MFS Investment Grade Municipal Trust

Delisted

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

30 hedge funds and large institutions have $17.4M invested in MFS Investment Grade Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $15.7M → $17.4M (+$1.63M)

0.98% more ownership

Funds ownership: 15.19%16.17% (+0.98%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 3130 (-1)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.3M +$545K +59,286 +12%
KIM
2
Karpus Investment Management
New York
$2.59M +$533K +57,913 +26%
RJA
3
Raymond James & Associates
Florida
$1.95M +$625K +67,974 +48%
Bank of America
4
Bank of America
North Carolina
$1M +$108K +11,787 +12%
Wells Fargo
5
Wells Fargo
California
$855K +$52.3K +5,684 +7%
LPL Financial
6
LPL Financial
California
$715K +$3.36K +365 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$646K -$235K -25,551 -27%
WAM
8
Wolverine Asset Management
Illinois
$628K -$60.4K -6,567 -9%
GC
9
Guggenheim Capital
Illinois
$554K -$564K -61,350 -51%
Invesco
10
Invesco
Georgia
$474K -$30.1K -3,269 -6%
FIMG
11
Financial & Investment Management Group
Michigan
$422K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$329K -$13.8K -1,500 -4%
TC
13
TFS Capital
Pennsylvania
$298K +$295K +32,071 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$274K -$32.2K -3,500 -11%
CA
15
Cornerstone Advisors
North Carolina
$267K
AQR Capital Management
16
AQR Capital Management
Connecticut
$248K +$40.5K +4,401 +20%
SBH
17
Segall Bryant & Hamill
Illinois
$158K -$64.4K -7,000 -29%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$149K -$25.8K -2,800 -15%
LCM
19
Landscape Capital Management
New Jersey
$115K +$114K +12,386 New
GEM
20
Global Endowment Management
North Carolina
$111K
YP
21
Yellowstone Partners
Idaho
$110K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$46K
FHA
23
First Horizon Advisors
Tennessee
$46K +$46K +5,000 New
Creative Planning
24
Creative Planning
Kansas
$28K
U
25
UBS
Switzerland
$20K -$6.68K -726 -25%

CXH Hedge Fund Activity: Q2 2014 in Review

30 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2014, worth a combined $17.4M — up 10% from $15.7M a quarter earlier.

Fund positioning in CXH was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $625K. The largest seller was Guggenheim Capital, cutting an estimated $564K.

  • 30 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2014, down from 31 in Q1 2014.
  • Funds reported $17.4M of MFS Investment Grade Municipal Trust stock for Q2 2014, up 10% quarter-over-quarter.
  • 3 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2014 and 3 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2014 was Raymond James & Associates, an estimated $625K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2014 was Guggenheim Capital, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2014.