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CXH

MFS Investment Grade Municipal Trust

Delisted

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

29 hedge funds and large institutions have $26.3M invested in MFS Investment Grade Municipal Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.22% more ownership

Funds ownership: 23.97%24.19% (+0.22%)

0% more funds holding

Funds holding: 2929 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3% less capital invested

Capital invested by funds: $27M → $26.3M (-$681K)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$15.4M +$744K +78,285 +5%
AAM
2
Advisors Asset Management
Colorado
$3.9M -$574K -60,382 -13%
IA
3
Icon Advisers
Colorado
$2.01M -$5.73K -603 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$779K +$48.7K +5,123 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$563K
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$540K +$219K +23,020 +67%
SIA
7
Sit Investment Associates
Minnesota
$462K +$468K +49,240 New
UBS Group
8
UBS Group
Switzerland
$395K +$26.6K +2,800 +7%
Bank of America
9
Bank of America
North Carolina
$333K -$3.8K -400 -1%
LPL Financial
10
LPL Financial
California
$269K -$38.3K -4,032 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$211K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$185K +$25.2K +2,655 +16%
CCP
13
Clough Capital Partners
Massachusetts
$180K +$182K +19,144 New
Ameriprise
14
Ameriprise
Minnesota
$159K -$44.9K -4,719 -22%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$142K
DA
16
Doliver Advisors
Texas
$140K +$46K +4,835 +48%
Wells Fargo
17
Wells Fargo
California
$122K -$19K -2,000 -13%
DAS
18
Dynamic Advisor Solutions
Arizona
$108K +$109K +11,475 New
YCM
19
Yakira Capital Management
Connecticut
$101K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$85K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$50K
WB
22
Webster Bank
Connecticut
$42K
FHA
23
First Horizon Advisors
Tennessee
$29K
TFS
24
TrustCore Financial Services
Tennessee
$19K
CTC
25
Central Trust Company
Missouri
$15K

CXH Hedge Fund Activity: Q1 2018 in Review

29 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2018, worth a combined $26.3M — down 2.5% from $27M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $744K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $705K sold.

  • 29 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $26.3M of MFS Investment Grade Municipal Trust stock for Q1 2018, down 2.5% quarter-over-quarter.
  • 5 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2018 and 4 closed out, a net change of +1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $744K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2018 was Rivernorth Capital Management, an estimated $705K sold.

Based on aggregated 13F filings for Q1 2018.