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CXH

MFS Investment Grade Municipal Trust

Delisted

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

32 hedge funds and large institutions have $18.7M invested in MFS Investment Grade Municipal Trust in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $17.4M → $18.7M (+$1.36M)

7% more funds holding

Funds holding: 3032 (+2)

1.52% more ownership

Funds ownership: 16.17%17.69% (+1.5%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$6.1M +$878K +95,750 +17%
RJA
2
Raymond James & Associates
Florida
$2.8M +$887K +96,682 +46%
KIM
3
Karpus Investment Management
New York
$2.53M -$21.7K -2,367 -0.8%
WAM
4
Wolverine Asset Management
Illinois
$902K +$284K +31,013 +46%
FIMG
5
Financial & Investment Management Group
Michigan
$898K +$484K +52,750 +116%
Morgan Stanley
6
Morgan Stanley
New York
$775K +$139K +15,206 +22%
LPL Financial
7
LPL Financial
California
$723K +$15.1K +1,648 +2%
GC
8
Guggenheim Capital
Illinois
$477K -$70K -7,633 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$476K +$207K +22,600 +77%
Invesco
10
Invesco
Georgia
$453K -$13.8K -1,503 -3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$408K +$164K +17,928 +67%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$293K -$31.2K -3,400 -10%
Bank of America
13
Bank of America
North Carolina
$279K -$708K -77,251 -72%
Wells Fargo
14
Wells Fargo
California
$266K -$577K -62,961 -68%
CA
15
Cornerstone Advisors
North Carolina
$263K
LCM
16
Landscape Capital Management
New Jersey
$164K +$50.7K +5,531 +45%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$153K +$5.96K +650 +4%
TC
18
TFS Capital
Pennsylvania
$114K -$180K -19,580 -61%
SBH
19
Segall Bryant & Hamill
Illinois
$114K -$41.3K -4,500 -26%
GEM
20
Global Endowment Management
North Carolina
$110K
YP
21
Yellowstone Partners
Idaho
$108K
EFS
22
Essex Financial Services
Connecticut
$104K +$104K +11,380 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$46K
FHA
24
First Horizon Advisors
Tennessee
$46K
U
25
UBS
Switzerland
$45K +$25.4K +2,767 +127%

CXH Hedge Fund Activity: Q3 2014 in Review

32 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2014, worth a combined $18.7M — up 7.8% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CXH positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $887K. The largest seller was Bank of America, cutting an estimated $708K.

  • 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2014, up from 30 in Q2 2014.
  • Funds reported $18.7M of MFS Investment Grade Municipal Trust stock for Q3 2014, up 7.8% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2014 and 0 closed out, a net change of +2 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2014 was Raymond James & Associates, an estimated $887K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2014 was Bank of America, an estimated $708K sold.

Based on aggregated 13F filings for Q3 2014.