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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 $19.1M invested in MFS Investment Grade Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $14.1M → $19.1M (+$4.95M)

6.37% more ownership

Funds ownership: 23.01%29.37% (+6.4%)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.59M +$5.34M +767,545 +4,490%
RCM
2
Rivernorth Capital Management
Florida
$1.18M -$961K -138,106 -46%
LSC
3
Logan Stone Capital
Illinois
$1.03M +$372K +53,488 +58%
RCM
4
Robinson Capital Management
Michigan
$953K
1CP
5
1607 Capital Partners
Virginia
$938K +$174K +25,000 +23%
AC
6
Almitas Capital
California
$862K +$842K +121,048 New
AP
7
Americana Partners
Texas
$816K -$53.9K -7,750 -6%
MC
8
Matisse Capital
Oregon
$809K +$480 +69 +0.1%
MC
9
Moors & Cabot
Massachusetts
$659K +$435K +62,500 +208%
Morgan Stanley
10
Morgan Stanley
New York
$645K -$2.55K -366 -0.4%
MWM
11
Melfa Wealth Management
Massachusetts
$572K +$559K +80,400 New
Bank of America
12
Bank of America
North Carolina
$475K -$58.8K -8,446 -11%
Osaic Holdings
13
Osaic Holdings
Arizona
$432K
BI
14
Bulldog Investors
New Jersey
$431K -$202K -28,989 -32%
MIG
15
Mariner Investment Group
New York
$391K -$22.7K -3,258 -6%
KIM
16
Karpus Investment Management
New York
$386K -$1.29M -184,889 -77%
Wells Fargo
17
Wells Fargo
California
$337K -$71.7K -10,300 -18%
ACA
18
Ackerman Capital Advisors
Texas
$318K -$370K -53,160 -54%
CIA
19
Capital Investment Advisors
Georgia
$278K -$88K -12,655 -25%
AW
20
Atlas Wealth
Ohio
$262K +$256K +36,772 New
RJA
21
Raymond James & Associates
Florida
$253K +$247K +35,539 New
UBS Group
22
UBS Group
Switzerland
$250K -$84.9K -12,197 -26%
LPL Financial
23
LPL Financial
California
$224K -$121K -17,450 -36%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$157K -$26.4K -3,794 -15%
DWM
25
Drive Wealth Management
Utah
$142K -$23.2K -3,335 -14%

CXH Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2022, worth a combined $19.1M — up 35% from $14.1M a quarter earlier.

Fund positioning in CXH was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 18 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.34M. The largest seller was Karpus Investment Management, cutting an estimated $1.29M.

  • 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $19.1M of MFS Investment Grade Municipal Trust stock for Q4 2022, up 35% quarter-over-quarter.
  • 5 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2022 and 5 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q4 2022 was Saba Capital Management, an estimated $5.34M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q4 2022 was Karpus Investment Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2022.