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CXH

MFS Investment Grade Municipal Trust

Delisted

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

43 hedge funds and large institutions have $16.6M invested in MFS Investment Grade Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

8% more funds holding

Funds holding: 4043 (+3)

0.84% more ownership

Funds ownership: 20.51%21.35% (+0.84%)

14% less capital invested

Capital invested by funds: $19.3M → $16.6M (-$2.65M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.25M +$1.06M +116,834 +44%
KIM
2
Karpus Investment Management
New York
$2.59M -$63.6K -6,984 -2%
RCM
3
Robinson Capital Management
Michigan
$1.17M -$77.8K -8,542 -6%
1CP
4
1607 Capital Partners
Virginia
$912K
Bank of America
5
Bank of America
North Carolina
$669K +$176K +19,364 +33%
Morgan Stanley
6
Morgan Stanley
New York
$645K +$30.4K +3,332 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$588K +$18.6K +2,036 +3%
BI
8
Bulldog Investors
New Jersey
$562K +$599K +65,782 New
LPL Financial
9
LPL Financial
California
$546K -$86.1K -9,445 -13%
Wells Fargo
10
Wells Fargo
California
$532K -$223K -24,511 -28%
ACA
11
Ackerman Capital Advisors
Texas
$469K +$96.5K +10,591 +24%
UBS Group
12
UBS Group
Switzerland
$383K -$47.7K -5,235 -10%
CIA
13
Capital Investment Advisors
Georgia
$377K +$11.4K +1,255 +3%
MC
14
Matisse Capital
Oregon
$361K +$385K +42,294 New
QWM
15
QP Wealth Management
New Jersey
$348K +$13.7K +1,500 +4%
BFM
16
Broadview Financial Management
Wisconsin
$286K +$4.97K +545 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$282K +$91 +10 +0%
MC
18
Moors & Cabot
Massachusetts
$248K +$264K +29,000 New
BA
19
Bridgewater Advisors
New York
$247K
DWM
20
Dakota Wealth Management
Florida
$244K -$16.6K -1,825 -6%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$189K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$183K
DWM
23
Drive Wealth Management
Utah
$183K +$30.6K +3,356 +19%
LSC
24
Logan Stone Capital
Illinois
$170K +$181K +19,902 New
AP
25
Americana Partners
Texas
$162K -$1.12M -122,500 -87%

CXH Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2022, worth a combined $16.6M — down 14% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXH positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.06M. The largest seller was Americana Partners, cutting an estimated $1.12M.

  • 43 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2022, up from 40 in Q4 2021.
  • Funds reported $16.6M of MFS Investment Grade Municipal Trust stock for Q1 2022, down 14% quarter-over-quarter.
  • 7 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2022 and 3 closed out, a net change of +4 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $1.06M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2022 was Americana Partners, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2022.