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CXH

MFS Investment Grade Municipal Trust

Delisted

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

32 hedge funds and large institutions have $23M invested in MFS Investment Grade Municipal Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

3% less capital invested

Capital invested by funds: $23.6M → $23M (-$592K)

1.82% less ownership

Funds ownership: 27.22%25.4% (-1.8%)

11% less funds holding

Funds holding: 3632 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
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
$10.8M -$468K -47,509 -4%
RCM
2
Robinson Capital Management
Michigan
$2.25M +$23.2K +2,350 +1%
AAM
3
Advisors Asset Management
Colorado
$1.59M +$212K +21,497 +16%
1CP
4
1607 Capital Partners
Virginia
$1.27M
Wells Fargo
5
Wells Fargo
California
$940K +$677K +68,681 +265%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$848K -$137K -13,956 -14%
Morgan Stanley
7
Morgan Stanley
New York
$768K -$122K -12,378 -14%
Bank of America
8
Bank of America
North Carolina
$656K -$88.7K -9,003 -12%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$642K -$61.4K -6,236 -9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$464K +$1.45K +147 +0.3%
RJA
11
Raymond James & Associates
Florida
$440K -$143K -14,479 -25%
DWM
12
Dakota Wealth Management
Florida
$349K
UBS Group
13
UBS Group
Switzerland
$302K -$27K -2,744 -8%
BFM
14
Broadview Financial Management
Wisconsin
$295K +$3.1K +315 +1%
SIA
15
Sit Investment Associates
Minnesota
$249K -$98.5K -10,000 -29%
ACA
16
Ackerman Capital Advisors
Texas
$229K +$50.9K +5,169 +29%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$173K
DAS
18
Dynamic Advisor Solutions
Arizona
$134K
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$131K
Ameriprise
20
Ameriprise
Minnesota
$128K +$25.3K +2,567 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$69K +$15.8K +1,600 +30%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$50K
WB
23
Webster Bank
Connecticut
$45K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$45K +$16.5K +1,675 +58%
FHA
25
First Horizon Advisors
Tennessee
$31K

CXH Hedge Fund Activity: Q3 2019 in Review

32 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2019, worth a combined $23M — down 2.5% from $23.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXH and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $677K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $930K sold.

  • 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2019, down from 36 in Q2 2019.
  • Funds reported $23M of MFS Investment Grade Municipal Trust stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 1 fund opened new MFS Investment Grade Municipal Trust positions in Q3 2019 and 5 closed out, a net change of -4 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2019 was Wells Fargo, an estimated $677K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2019 was Koshinski Asset Management, an estimated $930K sold.

Based on aggregated 13F filings for Q3 2019.