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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 $22.1M invested in MFS Investment Grade Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% more ownership

Funds ownership: 26.88%27.66% (+0.78%)

1% more capital invested

Capital invested by funds: $22M → $22.1M (+$158K)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$10.4M -$176K -20,127 -2%
AAM
2
Advisors Asset Management
Colorado
$1.69M -$184K -21,027 -10%
RCM
3
Robinson Capital Management
Michigan
$1.61M +$137K +15,695 +9%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$936K +$11.3K +1,290 +1%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$897K -$105K -12,000 -11%
Morgan Stanley
6
Morgan Stanley
New York
$830K -$74.4K -8,494 -8%
1CP
7
1607 Capital Partners
Virginia
$745K +$695K +79,396 +1,444%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$701K
RJA
9
Raymond James & Associates
Florida
$498K +$271K +30,954 +120%
Bank of America
10
Bank of America
North Carolina
$475K -$7K -800 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$409K +$215K +24,532 +112%
WAM
12
Wolverine Asset Management
Illinois
$409K +$291K +33,201 +247%
DWM
13
Dakota Wealth Management
Florida
$343K +$9.69K +1,107 +3%
SIA
14
Sit Investment Associates
Minnesota
$308K
UBS Group
15
UBS Group
Switzerland
$307K +$44.6K +5,091 +17%
LCM
16
Landscape Capital Management
New Jersey
$298K +$93.8K +10,721 +46%
BFM
17
Broadview Financial Management
Wisconsin
$258K +$257K +29,350 New
CRC
18
Curi RMB Capital
Illinois
$173K -$201K -22,943 -54%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$153K
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$124K +$123K +14,100 New
DAS
21
Dynamic Advisor Solutions
Arizona
$116K -$4.2K -480 -4%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$115K -$17.1K -1,958 -13%
AA
23
AQR Arbitrage
Connecticut
$115K +$115K +13,134 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47K -$18.8K -2,143 -29%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$44K -$35K -4,000 -44%

CXH Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2018, worth a combined $22.1M — up 0.72% from $22M a quarter earlier.

Fund positioning in CXH was balanced in Q4 2018: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 11 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $695K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $475K sold.

  • 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $22.1M of MFS Investment Grade Municipal Trust stock for Q4 2018, up 0.72% quarter-over-quarter.
  • 5 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2018 and 5 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $695K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2018 was Laurion Capital Management, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2018.