MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
38 hedge funds and large institutions have $22.9M invested in MFS Investment Grade Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 35 → 38 (+3)
8% more capital invested
Capital invested by funds: $21.3M → $22.9M (+$1.68M)
4.1% more ownership
Funds ownership: 31.51% → 35.62% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.13M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$523K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$367K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$323K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$232K |
| 2 |
BA
Bridgewater Advisors
New York
|
-$200K |
| 3 |
AP
Americana Partners
Houston,
Texas
|
-$188K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$56.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$28.9K |
CXH Hedge Fund Activity: Q3 2023 in Review
38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2023, worth a combined $22.9M — up 7.9% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CXH positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $1.13M. The largest seller was Bank of America, cutting an estimated $232K.
- 38 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2023, up from 35 in Q2 2023.
- Funds reported $22.9M of MFS Investment Grade Municipal Trust stock for Q3 2023, up 7.9% quarter-over-quarter.
- 7 funds opened new MFS Investment Grade Municipal Trust positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q3 2023 was Bulldog Investors, an estimated $1.13M added.
- The largest MFS Investment Grade Municipal Trust seller in Q3 2023 was Bank of America, an estimated $232K sold.
Based on aggregated 13F filings for Q3 2023.