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CXH

MFS Investment Grade Municipal Trust

Delisted

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

38 hedge funds and large institutions have $19.4M invested in MFS Investment Grade Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.1M → $19.4M (+$362K)

0.55% less ownership

Funds ownership: 29.37%28.82% (-0.55%)

3% less funds holding

Funds holding: 3938 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$6.57M +$761K +103,812 +13%
AC
2
Almitas Capital
California
$2.45M +$1.54M +210,154 +174%
LSC
3
Logan Stone Capital
Illinois
$1.08M +$10.6K +1,443 +1%
1CP
4
1607 Capital Partners
Virginia
$974K
RCM
5
Robinson Capital Management
Michigan
$968K
MC
6
Matisse Capital
Oregon
$840K
BI
7
Bulldog Investors
New Jersey
$655K +$206K +28,029 +46%
Morgan Stanley
8
Morgan Stanley
New York
$602K -$67.1K -9,144 -10%
MWM
9
Melfa Wealth Management
Massachusetts
$502K -$91.9K -12,527 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$453K +$4.4K +600 +1%
Bank of America
11
Bank of America
North Carolina
$420K -$73.3K -10,000 -15%
MC
12
Moors & Cabot
Massachusetts
$406K -$275K -37,500 -41%
RCM
13
Rivernorth Capital Management
Florida
$395K -$821K -111,899 -68%
CIA
14
Capital Investment Advisors
Georgia
$353K +$64.6K +8,808 +23%
Wells Fargo
15
Wells Fargo
California
$345K -$4.38K -598 -1%
KIM
16
Karpus Investment Management
New York
$307K -$93.4K -12,736 -23%
RJA
17
Raymond James & Associates
Florida
$281K +$18.7K +2,545 +7%
AP
18
Americana Partners
Texas
$256K -$587K -80,050 -70%
AW
19
Atlas Wealth
Ohio
$224K -$47.3K -6,451 -18%
UBS Group
20
UBS Group
Switzerland
$221K -$38K -5,182 -15%
LPL Financial
21
LPL Financial
California
$204K -$28.4K -3,867 -12%
BA
22
Bridgewater Advisors
New York
$201K +$200K +27,216 New
FAG
23
Fortitude Advisory Group
Washington
$135K
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$112K +$111K +15,131 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$101K -$62K -8,454 -38%

CXH Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2023, worth a combined $19.4M — up 1.9% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CXH and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.

The largest buyer was Almitas Capital, adding an estimated $1.54M. The largest seller was Rivernorth Capital Management, cutting an estimated $821K.

  • 38 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2023, down from 39 in Q4 2022.
  • Funds reported $19.4M of MFS Investment Grade Municipal Trust stock for Q1 2023, up 1.9% quarter-over-quarter.
  • 6 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2023 was Almitas Capital, an estimated $1.54M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2023 was Rivernorth Capital Management, an estimated $821K sold.

Based on aggregated 13F filings for Q1 2023.