MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
29 hedge funds and large institutions have $27M invested in MFS Investment Grade Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
0.64% more ownership
Funds ownership: 23.33% → 23.97% (+0.64%)
0% less capital invested
Capital invested by funds: $27M → $27M (-$37K)
6% less funds holding
Funds holding: 31 → 29 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$576K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$338K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$139K |
| 4 |
Morgan Stanley
New York
|
+$131K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$371K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$119K |
| 3 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$102K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$82K |
| 5 |
FPF
FNY Partners Fund
New York
|
-$45K |
CXH Hedge Fund Activity: Q4 2017 in Review
29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2017, worth a combined $27M — down 0.14% from $27M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CXH and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.
The largest buyer was Icon Advisers, adding an estimated $576K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $371K sold.
- 29 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2017, down from 31 in Q3 2017.
- Funds reported $27M of MFS Investment Grade Municipal Trust stock for Q4 2017, down 0.14% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2017 and 6 closed out, a net change of -2 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2017 was Icon Advisers, an estimated $576K added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2017 was Curi RMB Capital, an estimated $371K sold.
Based on aggregated 13F filings for Q4 2017.