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CXH

MFS Investment Grade Municipal Trust

Delisted

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

36 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $21.3M → $23.6M (+$2.25M)

6% more funds holding

Funds holding: 3436 (+2)

1.12% more ownership

Funds ownership: 26.1%27.22% (+1.1%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
7
Closed
1
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 -$92.6K -9,795 -0.9%
RCM
2
Robinson Capital Management
Michigan
$2.16M +$309K +32,712 +17%
AAM
3
Advisors Asset Management
Colorado
$1.32M +$50.2K +5,309 +4%
1CP
4
1607 Capital Partners
Virginia
$1.22M +$347K +36,701 +40%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$951K +$25.2K +2,667 +3%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$930K -$47.3K -5,000 -5%
Morgan Stanley
7
Morgan Stanley
New York
$858K -$45.8K -4,845 -5%
Bank of America
8
Bank of America
North Carolina
$718K +$117K +12,350 +20%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$678K -$84.1K -8,895 -11%
RJA
10
Raymond James & Associates
Florida
$562K +$67.8K +7,167 +14%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$447K +$4.85K +513 +1%
DWM
12
Dakota Wealth Management
Florida
$337K -$37.5K -3,967 -10%
SIA
13
Sit Investment Associates
Minnesota
$336K
UBS Group
14
UBS Group
Switzerland
$317K +$15.7K +1,660 +5%
BFM
15
Broadview Financial Management
Wisconsin
$281K
Wells Fargo
16
Wells Fargo
California
$248K +$80.1K +8,471 +48%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$167K
WAM
18
Wolverine Asset Management
Illinois
$151K +$20.3K +2,142 +16%
LCM
19
Landscape Capital Management
New Jersey
$143K -$28.4K -3,000 -17%
DAS
20
Dynamic Advisor Solutions
Arizona
$129K
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$126K
SCM
22
Saba Capital Management
New York
$124K +$122K +12,906 New
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$122K -$12.3K -1,300 -9%
Ameriprise
24
Ameriprise
Minnesota
$98K +$97.2K +10,279 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$51K

CXH Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2019, worth a combined $23.6M — up 11% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CXH positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $347K. The largest seller was Karpus Investment Management, cutting an estimated $92.6K.

  • 36 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2019, up from 34 in Q1 2019.
  • Funds reported $23.6M of MFS Investment Grade Municipal Trust stock for Q2 2019, up 11% quarter-over-quarter.
  • 4 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2019 and 1 closed out, a net change of +3 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2019 was 1607 Capital Partners, an estimated $347K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2019 was Karpus Investment Management, an estimated $92.6K sold.

Based on aggregated 13F filings for Q2 2019.