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CXH

MFS Investment Grade Municipal Trust

Delisted

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

39 hedge funds and large institutions have $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more capital invested

Capital invested by funds: $19.3M → $19.6M (+$363K)

0% more funds holding

Funds holding: 3939 (0)

0.62% less ownership

Funds ownership: 21.56%20.95% (-0.62%)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.42M -$26.2K -2,602 -0.8%
RCM
2
Rivernorth Capital Management
Florida
$2.59M
RCM
3
Robinson Capital Management
Michigan
$1.5M +$77.5K +7,707 +6%
UBS Group
4
UBS Group
Switzerland
$1.28M -$61.6K -6,126 -5%
1CP
5
1607 Capital Partners
Virginia
$1.26M
AAM
6
Advisors Asset Management
Colorado
$900K -$493K -49,011 -36%
Wells Fargo
7
Wells Fargo
California
$877K -$36.4K -3,624 -4%
Morgan Stanley
8
Morgan Stanley
New York
$795K +$27K +2,688 +4%
Bank of America
9
Bank of America
North Carolina
$751K +$116K +11,582 +19%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$744K +$5.83K +580 +0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$633K
KAS
12
Kestra Advisory Services
Texas
$510K +$2.93K +291 +0.6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$479K +$31.1K +3,092 +7%
CIA
14
Capital Investment Advisors
Georgia
$441K +$95.7K +9,515 +29%
QWM
15
QP Wealth Management
New Jersey
$373K +$67.1K +6,675 +23%
BFM
16
Broadview Financial Management
Wisconsin
$332K +$3.58K +356 +1%
ACA
17
Ackerman Capital Advisors
Texas
$317K +$24K +2,386 +8%
DWM
18
Dakota Wealth Management
Florida
$312K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$303K +$60.4K +6,012 +26%
BA
20
Bridgewater Advisors
New York
$298K
LPL Financial
21
LPL Financial
California
$268K +$342 +34 +0.1%
RJA
22
Raymond James & Associates
Florida
$234K -$331K -32,947 -59%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$220K +$215K +21,377 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$135K
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$125K -$101K -10,050 -45%

CXH Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2021, worth a combined $19.6M — up 1.9% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CXH positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $215K. The largest seller was Advisors Asset Management, cutting an estimated $493K.

  • 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $19.6M of MFS Investment Grade Municipal Trust stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 3 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2021 and 2 closed out, a net change of +1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $215K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2021 was Advisors Asset Management, an estimated $493K sold.

Based on aggregated 13F filings for Q2 2021.