MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
40 hedge funds and large institutions have $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
3% more funds holding
Funds holding: 39 → 40 (+1)
0.61% more ownership
Funds ownership: 20.95% → 21.56% (+0.61%)
0% more capital invested
Capital invested by funds: $19.6M → $19.6M (+$16.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Americana Partners
Houston,
Texas
|
+$1.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$225K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$184K |
| 4 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$131K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$562K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$251K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$234K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$222K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$87.2K |
CXH Hedge Fund Activity: Q3 2021 in Review
40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2021, worth a combined $19.6M — up 0.09% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CXH positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Americana Partners, opening a new position worth an estimated $1.34M. The largest seller was Advisors Asset Management, cutting an estimated $562K.
- 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2021, up from 39 in Q2 2021.
- Funds reported $19.6M of MFS Investment Grade Municipal Trust stock for Q3 2021, up 0.09% quarter-over-quarter.
- 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2021 was Americana Partners, an estimated $1.34M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2021 was Advisors Asset Management, an estimated $562K sold.
Based on aggregated 13F filings for Q3 2021.