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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 $22M invested in MFS Investment Grade Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2933 (+4)

1.37% less ownership

Funds ownership: 24.19%22.82% (-1.4%)

16% less capital invested

Capital invested by funds: $26.3M → $22M (-$4.29M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$10.7M -$4.56M -489,210 -30%
AAM
2
Advisors Asset Management
Colorado
$2.39M -$1.49M -160,302 -38%
CWM
3
Cornerstone Wealth Management
Missouri
$1.3M +$112K +11,973 New
LCM
4
Laurion Capital Management
New York
$1.27M +$1.28M +136,950 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$974K +$981K +105,310 New
Morgan Stanley
6
Morgan Stanley
New York
$792K +$25K +2,683 +3%
CRC
7
Curi RMB Capital
Illinois
$781K +$787K +84,469 New
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$575K +$42.9K +4,600 +8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$430K -$125K -13,426 -22%
SIA
10
Sit Investment Associates
Minnesota
$324K -$132K -14,176 -29%
UBS Group
11
UBS Group
Switzerland
$321K -$68.2K -7,317 -17%
Bank of America
12
Bank of America
North Carolina
$309K -$18.6K -2,000 -6%
LPL Financial
13
LPL Financial
California
$231K -$33.2K -3,564 -12%
DA
14
Doliver Advisors
Texas
$191K +$53K +5,685 +38%
LCM
15
Landscape Capital Management
New Jersey
$191K +$192K +20,600 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$185K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$161K -$46.6K -5,000 -22%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$139K
Ameriprise
19
Ameriprise
Minnesota
$136K -$20.3K -2,182 -13%
DAS
20
Dynamic Advisor Solutions
Arizona
$120K +$13.8K +1,480 +13%
Wells Fargo
21
Wells Fargo
California
$108K -$11.2K -1,205 -9%
EFS
22
Essex Financial Services
Connecticut
$94K +$94.8K +10,180 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$83K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$69K +$20K +2,143 +40%
WB
25
Webster Bank
Connecticut
$42K

CXH Hedge Fund Activity: Q2 2018 in Review

33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2018, worth a combined $22M — down 16% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXH positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.28M. The largest seller was Karpus Investment Management, cutting an estimated $4.56M.

  • 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2018, up from 29 in Q1 2018.
  • Funds reported $22M of MFS Investment Grade Municipal Trust stock for Q2 2018, down 16% quarter-over-quarter.
  • 7 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $1.28M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2018 was Karpus Investment Management, an estimated $4.56M sold.

Based on aggregated 13F filings for Q2 2018.