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CXH

MFS Investment Grade Municipal Trust

Delisted

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

35 hedge funds and large institutions have $22M invested in MFS Investment Grade Municipal Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6% more funds holding

Funds holding: 3335 (+2)

4.06% more ownership

Funds ownership: 22.82%26.88% (+4.1%)

0% less capital invested

Capital invested by funds: $22M → $22M (-$37K)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
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
$10.8M +$419K +45,526 +4%
AAM
2
Advisors Asset Management
Colorado
$1.92M -$411K -44,674 -17%
RCM
3
Robinson Capital Management
Michigan
$1.51M +$1.55M +168,060 New
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.02M +$479K +52,050 +84%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$945K
Morgan Stanley
6
Morgan Stanley
New York
$924K +$160K +17,378 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$714K +$305K +33,212 +71%
Bank of America
8
Bank of America
North Carolina
$493K +$198K +21,518 +64%
LCM
9
Laurion Capital Management
New York
$475K -$773K -84,048 -61%
CRC
10
Curi RMB Capital
Illinois
$382K -$385K -41,876 -50%
DWM
11
Dakota Wealth Management
Florida
$341K +$350K +38,013 New
SIA
12
Sit Investment Associates
Minnesota
$315K
UBS Group
13
UBS Group
Switzerland
$268K -$44.3K -4,818 -14%
RJA
14
Raymond James & Associates
Florida
$231K +$237K +25,794 New
LCM
15
Landscape Capital Management
New Jersey
$209K +$24.4K +2,658 +13%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$197K +$20.6K +2,241 +11%
LPL Financial
17
LPL Financial
California
$174K -$52K -5,659 -23%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$157K
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$136K
Ameriprise
20
Ameriprise
Minnesota
$132K
WAM
21
Wolverine Asset Management
Illinois
$120K +$124K +13,467 New
DAS
22
Dynamic Advisor Solutions
Arizona
$116K
Wells Fargo
23
Wells Fargo
California
$102K -$2.99K -325 -3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$81K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$67K

CXH Hedge Fund Activity: Q3 2018 in Review

35 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2018, worth a combined $22M — down 0.17% from $22M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXH positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.55M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.3M sold.

  • 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2018, up from 33 in Q2 2018.
  • Funds reported $22M of MFS Investment Grade Municipal Trust stock for Q3 2018, down 0.17% quarter-over-quarter.
  • 6 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2018 and 4 closed out, a net change of +2 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2018 was Robinson Capital Management, an estimated $1.55M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2018 was Cornerstone Wealth Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2018.