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CXH

MFS Investment Grade Municipal Trust

Delisted

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

33 hedge funds and large institutions have $37.1M invested in MFS Investment Grade Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

18% more funds holding

Funds holding: 2833 (+5)

0.83% more ownership

Funds ownership: 29.76%30.59% (+0.83%)

1% more capital invested

Capital invested by funds: $36.8M → $37.1M (+$272K)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$24M +$134K +12,811 +0.6%
AAM
2
Advisors Asset Management
Colorado
$5.4M +$87.4K +8,330 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.42M
IA
4
Icon Advisers
Colorado
$1.11M +$1.12M +106,969 New
GWM
5
Greenwich Wealth Management
Connecticut
$836K
LPL Financial
6
LPL Financial
California
$577K +$19.8K +1,885 +3%
RCM
7
Robinson Capital Management
Michigan
$552K -$58.8K -5,606 -10%
Morgan Stanley
8
Morgan Stanley
New York
$485K +$79.3K +7,560 +19%
Bank of America
9
Bank of America
North Carolina
$358K -$36.9K -3,516 -9%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$300K +$303K +28,826 New
YP
11
Yellowstone Partners
Idaho
$257K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$238K +$241K +22,954 New
UBS Group
13
UBS Group
Switzerland
$218K +$123K +11,718 +126%
CRC
14
Curi RMB Capital
Illinois
$161K +$163K +15,495 New
RJA
15
Raymond James & Associates
Florida
$155K
VKH
16
Virtu KCG Holdings
New York
$153K +$154K +14,686 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$151K +$1.72K +164 +1%
Wells Fargo
18
Wells Fargo
California
$151K +$21.2K +2,016 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$138K +$10 +1 +0%
EFS
20
Essex Financial Services
Connecticut
$118K
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$104K -$115K -10,921 -52%
FHA
22
First Horizon Advisors
Tennessee
$54K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$52K
WAM
24
Wolverine Asset Management
Illinois
$27K -$136K -12,965 -83%
CTC
25
Central Trust Company
Missouri
$17K

CXH Hedge Fund Activity: Q3 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2016, worth a combined $37.1M — up 0.74% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXH positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.12M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $869K sold.

  • 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2016, up from 28 in Q2 2016.
  • Funds reported $37.1M of MFS Investment Grade Municipal Trust stock for Q3 2016, up 0.74% quarter-over-quarter.
  • 7 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2016 and 2 closed out, a net change of +5 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2016 was Icon Advisers, an estimated $1.12M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2016 was Sit Investment Associates, an estimated $869K sold.

Based on aggregated 13F filings for Q3 2016.