MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
40 hedge funds and large institutions have $19.3M invested in MFS Investment Grade Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
0% more funds holding
Funds holding: 40 → 40 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2% less capital invested
Capital invested by funds: $19.6M → $19.3M (-$375K)
1.04% less ownership
Funds ownership: 21.56% → 20.51% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$254K |
| 2 |
AP
Americana Partners
Houston,
Texas
|
+$124K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$118K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$115K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$79.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$806K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$444K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$334K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$143K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$139K |
CXH Hedge Fund Activity: Q4 2021 in Review
40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2021, worth a combined $19.3M — down 1.9% from $19.6M a quarter earlier.
Fund positioning in CXH was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $254K. The largest seller was UBS Group, cutting an estimated $806K.
- 40 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $19.3M of MFS Investment Grade Municipal Trust stock for Q4 2021, down 1.9% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2021 was LPL Financial, an estimated $254K added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2021 was UBS Group, an estimated $806K sold.
Based on aggregated 13F filings for Q4 2021.