MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
25 hedge funds and large institutions have $34M invested in MFS Investment Grade Municipal Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
5% more capital invested
Capital invested by funds: $32.4M → $34M (+$1.62M)
0.5% more ownership
Funds ownership: 28.15% → 28.65% (+0.5%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
7% less funds holding
Funds holding: 27 → 25 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$994K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$582K |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$516K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$120K |
| 5 |
LPL Financial
San Diego,
California
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$924K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$267K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$167K |
| 4 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$118K |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$109K |
CXH Hedge Fund Activity: Q1 2016 in Review
25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2016, worth a combined $34M — up 5% from $32.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was Karpus Investment Management, adding an estimated $994K. The largest seller was Advisors Asset Management, cutting an estimated $924K.
- 25 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2016, down from 27 in Q4 2015.
- Funds reported $34M of MFS Investment Grade Municipal Trust stock for Q1 2016, up 5% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2016 and 5 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2016 was Karpus Investment Management, an estimated $994K added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2016 was Advisors Asset Management, an estimated $924K sold.
Based on aggregated 13F filings for Q1 2016.