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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 $15.8M invested in MFS Investment Grade Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 21.35%22.84% (+1.5%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5% less capital invested

Capital invested by funds: $16.6M → $15.8M (-$814K)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.05M +$171K +21,896 +6%
KIM
2
Karpus Investment Management
New York
$1.84M -$468K -60,102 -20%
RCM
3
Robinson Capital Management
Michigan
$1.09M +$31.2K +4,008 +3%
AP
4
Americana Partners
Texas
$967K +$841K +108,050 +568%
1CP
5
1607 Capital Partners
Virginia
$809K
BI
6
Bulldog Investors
New Jersey
$679K +$185K +23,805 +36%
Morgan Stanley
7
Morgan Stanley
New York
$642K +$70.9K +9,106 +12%
ACA
8
Ackerman Capital Advisors
Texas
$581K +$169K +21,761 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$467K -$56.3K -7,229 -11%
Bank of America
10
Bank of America
North Carolina
$465K -$132K -16,928 -22%
Wells Fargo
11
Wells Fargo
California
$439K -$34.5K -4,431 -7%
MC
12
Matisse Capital
Oregon
$430K +$113K +14,451 +34%
LPL Financial
13
LPL Financial
California
$409K -$77.1K -9,899 -15%
CIA
14
Capital Investment Advisors
Georgia
$391K +$58.4K +7,500 +17%
UBS Group
15
UBS Group
Switzerland
$370K +$30.4K +3,905 +9%
MIG
16
Mariner Investment Group
New York
$332K +$341K +43,817 New
LSC
17
Logan Stone Capital
Illinois
$283K +$136K +17,412 +87%
QWM
18
QP Wealth Management
New Jersey
$263K -$46.7K -6,000 -15%
WAM
19
Wolverine Asset Management
Illinois
$231K +$237K +30,481 New
MC
20
Moors & Cabot
Massachusetts
$227K +$7.79K +1,000 +3%
BA
21
Bridgewater Advisors
New York
$219K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$217K -$28.5K -3,656 -11%
DWM
23
Dakota Wealth Management
Florida
$216K
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$168K
DWM
25
Drive Wealth Management
Utah
$156K -$6.55K -841 -4%

CXH Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2022, worth a combined $15.8M — down 4.9% from $16.6M a quarter earlier.

Fund positioning in CXH was balanced in Q2 2022: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Americana Partners, adding an estimated $841K. The largest seller was Karpus Investment Management, cutting an estimated $468K.

  • 43 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $15.8M of MFS Investment Grade Municipal Trust stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2022 and 6 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2022 was Americana Partners, an estimated $841K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2022 was Karpus Investment Management, an estimated $468K sold.

Based on aggregated 13F filings for Q2 2022.