MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
28 hedge funds and large institutions have $29.3M invested in MFS Investment Grade Municipal Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.
42% more capital invested
Capital invested by funds: $20.6M → $29.3M (+$8.73M)
6.84% more ownership
Funds ownership: 19.08% → 25.93% (+6.8%)
7% less funds holding
Funds holding: 30 → 28 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$13.2M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.26M |
| 3 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$109K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$53.2K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$39.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.26M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.85M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.19M |
| 4 |
LPL Financial
San Diego,
California
|
-$303K |
| 5 |
Morgan Stanley
New York
|
-$301K |
CXH Hedge Fund Activity: Q3 2015 in Review
28 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2015, worth a combined $29.3M — up 42% from $20.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CXH and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 5 added.
The largest buyer was Karpus Investment Management, adding an estimated $13.2M. The largest seller was Raymond James & Associates, cutting an estimated $2.26M.
- 28 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2015, down from 30 in Q2 2015.
- Funds reported $29.3M of MFS Investment Grade Municipal Trust stock for Q3 2015, up 42% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2015 and 6 closed out, a net change of -2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2015 was Karpus Investment Management, an estimated $13.2M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2015 was Raymond James & Associates, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2015.