MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
35 hedge funds and large institutions have $17.1M invested in MFS Investment Grade Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
4.28% less ownership
Funds ownership: 24.9% → 20.62% (-4.3%)
13% less funds holding
Funds holding: 40 → 35 (-5)
22% less capital invested
Capital invested by funds: $22.1M → $17.1M (-$4.94M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$287K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$245K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$224K |
| 4 |
LPL Financial
San Diego,
California
|
+$202K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.98M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.32M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$388K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$388K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$368K |
CXH Hedge Fund Activity: Q1 2020 in Review
35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2020, worth a combined $17.1M — down 22% from $22.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CXH and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $287K. The largest seller was Karpus Investment Management, cutting an estimated $1.98M.
- 35 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2020, down from 40 in Q4 2019.
- Funds reported $17.1M of MFS Investment Grade Municipal Trust stock for Q1 2020, down 22% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2020 and 7 closed out, a net change of -3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q1 2020 was Northwestern Mutual Wealth Management, an estimated $287K added.
- The largest MFS Investment Grade Municipal Trust seller in Q1 2020 was Karpus Investment Management, an estimated $1.98M sold.
Based on aggregated 13F filings for Q1 2020.