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CXH

MFS Investment Grade Municipal Trust

Delisted

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

30 hedge funds and large institutions have $41.8M invested in MFS Investment Grade Municipal Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $38.1M → $41.8M (+$3.64M)

3% more funds holding

Funds holding: 2930 (+1)

1.41% more ownership

Funds ownership: 34.12%35.54% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$27.1M -$158K -15,811 -0.6%
AAM
2
Advisors Asset Management
Colorado
$4.47M +$185K +18,522 +4%
IA
3
Icon Advisers
Colorado
$2.96M +$686K +68,531 +31%
RCM
4
Rivernorth Capital Management
Florida
$1.18M +$62K +6,201 +6%
SIA
5
Sit Investment Associates
Minnesota
$1.12M +$1.1M +110,292 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.02M
Morgan Stanley
7
Morgan Stanley
New York
$683K -$102K -10,156 -13%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$512K -$218K -21,806 -30%
UBS Group
9
UBS Group
Switzerland
$403K +$31.7K +3,166 +9%
Bank of America
10
Bank of America
North Carolina
$349K -$6.66K -666 -2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$294K +$153K +15,302 +112%
LPL Financial
12
LPL Financial
California
$255K -$279K -27,853 -53%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$233K
Ameriprise
14
Ameriprise
Minnesota
$226K +$39.1K +3,907 +21%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$194K
Wells Fargo
16
Wells Fargo
California
$131K -$10 -1 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$123K
RJA
18
Raymond James & Associates
Florida
$106K +$105K +10,489 New
EFS
19
Essex Financial Services
Connecticut
$103K -$12K -1,200 -11%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$91K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$64K +$53.3K +5,325 +555%
FHA
22
First Horizon Advisors
Tennessee
$53K
WB
23
Webster Bank
Connecticut
$46K
CTC
24
Central Trust Company
Missouri
$16K
Creative Planning
25
Creative Planning
Kansas
$10K

CXH Hedge Fund Activity: Q2 2017 in Review

30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2017, worth a combined $41.8M — up 9.5% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CXH positions and 0 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.1M. The largest seller was LPL Financial, cutting an estimated $279K.

  • 30 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2017, up from 29 in Q1 2017.
  • Funds reported $41.8M of MFS Investment Grade Municipal Trust stock for Q2 2017, up 9.5% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2017 and 0 closed out, a net change of +2 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2017 was Sit Investment Associates, an estimated $1.1M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2017 was LPL Financial, an estimated $279K sold.

Based on aggregated 13F filings for Q2 2017.