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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 $14.1M invested in MFS Investment Grade Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 22.84%23.01% (+0.16%)

9% less funds holding

Funds holding: 4339 (-4)

11% less capital invested

Capital invested by funds: $15.8M → $14.1M (-$1.68M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.04M -$758K -99,146 -25%
KIM
2
Karpus Investment Management
New York
$1.61M -$28.2K -3,686 -2%
RCM
3
Robinson Capital Management
Michigan
$898K -$67.3K -8,794 -6%
AP
4
Americana Partners
Texas
$823K -$35.9K -4,700 -4%
MC
5
Matisse Capital
Oregon
$764K +$435K +56,837 +100%
1CP
6
1607 Capital Partners
Virginia
$718K
ACA
7
Ackerman Capital Advisors
Texas
$659K +$162K +21,190 +28%
LSC
8
Logan Stone Capital
Illinois
$616K +$415K +54,258 +145%
Morgan Stanley
9
Morgan Stanley
New York
$612K +$48.5K +6,348 +8%
BI
10
Bulldog Investors
New Jersey
$603K
Bank of America
11
Bank of America
North Carolina
$506K +$106K +13,864 +23%
Osaic Holdings
12
Osaic Holdings
Arizona
$408K -$6.63K -867 -1%
MIG
13
Mariner Investment Group
New York
$392K +$110K +14,373 +33%
Wells Fargo
14
Wells Fargo
California
$387K -$1.97K -258 -0.4%
WAM
15
Wolverine Asset Management
Illinois
$380K +$199K +26,040 +85%
CIA
16
Capital Investment Advisors
Georgia
$348K
LPL Financial
17
LPL Financial
California
$329K -$39.2K -5,129 -9%
UBS Group
18
UBS Group
Switzerland
$319K -$11K -1,443 -3%
MC
19
Moors & Cabot
Massachusetts
$202K
DWM
20
Dakota Wealth Management
Florida
$192K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$174K -$26.5K -3,460 -12%
DWM
22
Drive Wealth Management
Utah
$157K +$20.9K +2,739 +13%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$149K
FAG
24
Fortitude Advisory Group
Washington
$123K
SCM
25
Saba Capital Management
New York
$115K +$131K +17,096 New

CXH Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2022, worth a combined $14.1M — down 11% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CXH and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Matisse Capital, adding an estimated $435K. The largest seller was Rivernorth Capital Management, cutting an estimated $758K.

  • 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $14.1M of MFS Investment Grade Municipal Trust stock for Q3 2022, down 11% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2022 and 6 closed out, a net change of -4 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2022 was Matisse Capital, an estimated $435K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $758K sold.

Based on aggregated 13F filings for Q3 2022.