MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
29 hedge funds and large institutions have $38.1M invested in MFS Investment Grade Municipal Trust in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
3% more capital invested
Capital invested by funds: $37M → $38.1M (+$1.09M)
0.5% more ownership
Funds ownership: 33.62% → 34.12% (+0.5%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
12% less funds holding
Funds holding: 33 → 29 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.19M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.06M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$462K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$176K |
| 5 |
Morgan Stanley
New York
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$996K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$905K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$762K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$122K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$101K |
CXH Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2017, worth a combined $38.1M — up 2.9% from $37M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.19M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $996K sold.
- 29 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2017, down from 33 in Q4 2016.
- Funds reported $38.1M of MFS Investment Grade Municipal Trust stock for Q1 2017, up 2.9% quarter-over-quarter.
- 2 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2017 and 5 closed out, a net change of -3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2017 was Karpus Investment Management, an estimated $1.19M added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2017 was Greenwich Wealth Management, an estimated $996K sold.
Based on aggregated 13F filings for Q1 2017.