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CXH

MFS Investment Grade Municipal Trust

Delisted

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

34 hedge funds and large institutions have $21.3M invested in MFS Investment Grade Municipal Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $22.1M → $21.3M (-$794K)

1.56% less ownership

Funds ownership: 27.66%26.1% (-1.6%)

3% less funds holding

Funds holding: 3534 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
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
$10.9M -$302K -32,385 -3%
RCM
2
Robinson Capital Management
Michigan
$1.8M +$69.8K +7,491 +4%
AAM
3
Advisors Asset Management
Colorado
$1.25M -$556K -59,674 -31%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$908K -$92.2K -9,898 -9%
Morgan Stanley
5
Morgan Stanley
New York
$887K -$261 -28 -0%
1CP
6
1607 Capital Partners
Virginia
$854K +$56.8K +6,100 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$748K
Bank of America
8
Bank of America
North Carolina
$589K +$79.6K +8,543 +16%
RJA
9
Raymond James & Associates
Florida
$484K -$48.2K -5,172 -9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$432K -$3.84K -412 -0.9%
DWM
11
Dakota Wealth Management
Florida
$368K
SIA
12
Sit Investment Associates
Minnesota
$329K
UBS Group
13
UBS Group
Switzerland
$296K -$32.2K -3,459 -10%
BFM
14
Broadview Financial Management
Wisconsin
$276K
LCM
15
Landscape Capital Management
New Jersey
$168K -$150K -16,074 -47%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$164K
Wells Fargo
17
Wells Fargo
California
$164K +$126K +13,544 +345%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$132K
WAM
19
Wolverine Asset Management
Illinois
$128K -$307K -32,968 -71%
DAS
20
Dynamic Advisor Solutions
Arizona
$127K +$9.32K +1,000 +8%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$124K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$47K
WB
24
Webster Bank
Connecticut
$42K
FHA
25
First Horizon Advisors
Tennessee
$29K

CXH Hedge Fund Activity: Q1 2019 in Review

34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2019, worth a combined $21.3M — down 3.6% from $22.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CXH and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.

The largest buyer was Wells Fargo, adding an estimated $126K. The largest seller was Advisors Asset Management, cutting an estimated $556K.

  • 34 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2019, down from 35 in Q4 2018.
  • Funds reported $21.3M of MFS Investment Grade Municipal Trust stock for Q1 2019, down 3.6% quarter-over-quarter.
  • 3 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2019 and 4 closed out, a net change of -1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2019 was Wells Fargo, an estimated $126K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2019 was Advisors Asset Management, an estimated $556K sold.

Based on aggregated 13F filings for Q1 2019.