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CXH

MFS Investment Grade Municipal Trust

Delisted

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

28 hedge funds and large institutions have $36.8M invested in MFS Investment Grade Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

12% more funds holding

Funds holding: 2528 (+3)

8% more capital invested

Capital invested by funds: $34M → $36.8M (+$2.85M)

1.12% more ownership

Funds ownership: 28.65%29.76% (+1.1%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$24.3M -$135K -13,025 -0.6%
AAM
2
Advisors Asset Management
Colorado
$5.41M +$1.07M +102,867 +25%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.45M +$31.1K +3,000 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$908K
SIA
5
Sit Investment Associates
Minnesota
$869K +$249K +24,005 +41%
RCM
6
Robinson Capital Management
Michigan
$622K +$610K +58,782 New
LPL Financial
7
LPL Financial
California
$575K -$482K -46,503 -46%
Morgan Stanley
8
Morgan Stanley
New York
$414K +$138K +13,263 +51%
Bank of America
9
Bank of America
North Carolina
$402K -$165K -15,934 -30%
YP
10
Yellowstone Partners
Idaho
$262K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$250K -$22.2K -2,140 -8%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$221K +$71.8K +6,921 +49%
WAM
13
Wolverine Asset Management
Illinois
$165K +$162K +15,618 New
RJA
14
Raymond James & Associates
Florida
$158K -$131K -12,670 -46%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$153K +$1.76K +170 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$141K +$138K +13,328 New
Wells Fargo
17
Wells Fargo
California
$132K +$11.4K +1,098 +10%
EFS
18
Essex Financial Services
Connecticut
$120K
UBS Group
19
UBS Group
Switzerland
$98K +$27K +2,600 +39%
FHA
20
First Horizon Advisors
Tennessee
$55K +$2.2K +212 +4%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$53K
CTC
22
Central Trust Company
Missouri
$17K
IA
23
IFP Advisors
Florida
$15K +$14.3K +1,382 New
TRCT
24
Tower Research Capital (TRC)
New York
$5K +$2.49K +240 +120%
AG
25
Advisor Group
Arizona
$5K +$5.21K +502 New

CXH Hedge Fund Activity: Q2 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2016, worth a combined $36.8M — up 8.4% from $34M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXH positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.07M. The largest seller was LPL Financial, cutting an estimated $482K.

  • 28 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2016, up from 25 in Q1 2016.
  • Funds reported $36.8M of MFS Investment Grade Municipal Trust stock for Q2 2016, up 8.4% quarter-over-quarter.
  • 6 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2016 and 3 closed out, a net change of +3 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2016 was Advisors Asset Management, an estimated $1.07M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2016 was LPL Financial, an estimated $482K sold.

Based on aggregated 13F filings for Q2 2016.