MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
38 hedge funds and large institutions have $22.4M invested in MFS Investment Grade Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less capital invested
Capital invested by funds: $22.9M → $22.4M (-$507K)
3.06% less ownership
Funds ownership: 35.62% → 32.55% (-3.1%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.42M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$617K |
| 3 |
Morgan Stanley
New York
|
+$467K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$338K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.75M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$931K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$546K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$360K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$294K |
CXH Hedge Fund Activity: Q4 2023 in Review
38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2023, worth a combined $22.4M — down 2.2% from $22.9M a quarter earlier.
Fund positioning in CXH was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 15 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $1.42M. The largest seller was Saba Capital Management, cutting an estimated $2.75M.
- 38 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $22.4M of MFS Investment Grade Municipal Trust stock for Q4 2023, down 2.2% quarter-over-quarter.
- 7 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2023 was Icon Advisers, an estimated $1.42M added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2023 was Saba Capital Management, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2023.