MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
40 hedge funds and large institutions have $22.1M invested in MFS Investment Grade Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
25% more funds holding
Funds holding: 32 → 40 (+8)
0.5% less ownership
Funds ownership: 25.4% → 24.9% (-0.5%)
4% less capital invested
Capital invested by funds: $23M → $22.1M (-$925K)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$641K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$610K |
| 3 |
Morgan Stanley
New York
|
+$335K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$163K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.56M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$898K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$205K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$170K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$75.5K |
CXH Hedge Fund Activity: Q4 2019 in Review
40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2019, worth a combined $22.1M — down 4% from $23M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CXH positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $641K. The largest seller was Karpus Investment Management, cutting an estimated $1.56M.
- 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $22.1M of MFS Investment Grade Municipal Trust stock for Q4 2019, down 4% quarter-over-quarter.
- 9 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2019 and 1 closed out, a net change of +8 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2019 was UBS Group, an estimated $641K added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2019 was Karpus Investment Management, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2019.