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CXH

MFS Investment Grade Municipal Trust

Delisted

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

38 hedge funds and large institutions have $20.1M invested in MFS Investment Grade Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $16.4M → $20.1M (+$3.68M)

9% more funds holding

Funds holding: 3538 (+3)

3.05% more ownership

Funds ownership: 19.48%22.53% (+3.1%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.98M -$372K -39,272 -6%
AAM
2
Advisors Asset Management
Colorado
$1.36M -$83.5K -8,825 -6%
RCM
3
Robinson Capital Management
Michigan
$1.36M +$1.31M +138,615 New
UBS Group
4
UBS Group
Switzerland
$1.28M +$142K +14,999 +13%
1CP
5
1607 Capital Partners
Virginia
$1.21M +$59.2K +6,250 +5%
KAS
6
Kestra Advisory Services
Texas
$825K +$340K +35,929 +74%
Bank of America
7
Bank of America
North Carolina
$779K +$487K +51,394 +183%
Wells Fargo
8
Wells Fargo
California
$776K +$89.6K +9,470 +14%
Morgan Stanley
9
Morgan Stanley
New York
$727K +$33.3K +3,523 +5%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$583K +$33.9K +3,577 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$580K -$15.5K -1,633 -3%
RJA
12
Raymond James & Associates
Florida
$546K +$111K +11,744 +27%
ACA
13
Ackerman Capital Advisors
Texas
$510K +$378K +39,932 +330%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$426K -$116K -12,299 -22%
DWM
15
Dakota Wealth Management
Florida
$366K
WAM
16
Wolverine Asset Management
Illinois
$310K +$231K +24,448 +340%
BFM
17
Broadview Financial Management
Wisconsin
$308K +$3.56K +376 +1%
CIA
18
Capital Investment Advisors
Georgia
$273K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$238K +$3.79K +400 +2%
LPL Financial
20
LPL Financial
California
$233K +$18.9K +1,993 +9%
QWM
21
QP Wealth Management
New Jersey
$226K -$26.5K -2,797 -11%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$217K
CRC
23
Curi RMB Capital
Illinois
$213K +$47.6K +5,024 +30%
DAS
24
Dynamic Advisor Solutions
Arizona
$155K +$5.15K +544 +4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$129K

CXH Hedge Fund Activity: Q4 2020 in Review

38 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2020, worth a combined $20.1M — up 22% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CXH positions and 0 closed out — a net gain of 3 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.31M. The largest seller was Karpus Investment Management, cutting an estimated $372K.

  • 38 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $20.1M of MFS Investment Grade Municipal Trust stock for Q4 2020, up 22% quarter-over-quarter.
  • 3 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2020 was Robinson Capital Management, an estimated $1.31M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2020 was Karpus Investment Management, an estimated $372K sold.

Based on aggregated 13F filings for Q4 2020.