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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 $21.7M invested in MFS Investment Grade Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less capital invested

Capital invested by funds: $22.4M → $21.7M (-$707K)

1.25% less ownership

Funds ownership: 32.55%31.31% (-1.2%)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$3.75M
BI
2
Bulldog Investors
New Jersey
$3.47M +$498K +65,991 +17%
SCM
3
Saba Capital Management
New York
$2.95M -$1.04M -138,025 -26%
IA
4
Icon Advisers
Colorado
$1.92M +$393K +52,106 +26%
RCM
5
Rivernorth Capital Management
Florida
$1.74M +$36.5K +4,829 +2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$845K -$11.9K -1,571 -1%
LSC
7
Logan Stone Capital
Illinois
$779K +$162K +21,437 +27%
MC
8
Matisse Capital
Oregon
$662K
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$653K +$160K +21,259 +33%
Morgan Stanley
10
Morgan Stanley
New York
$608K -$607K -80,478 -50%
Osaic Holdings
11
Osaic Holdings
Arizona
$513K +$4.79K +634 +1%
MWM
12
Melfa Wealth Management
Massachusetts
$508K -$20.4K -2,696 -4%
Wells Fargo
13
Wells Fargo
California
$419K +$131K +17,319 +46%
RIL
14
Rothschild Investment LLC
Illinois
$363K
CIA
15
Capital Investment Advisors
Georgia
$323K
WAM
16
Wolverine Asset Management
Illinois
$283K +$239K +31,689 +579%
FPCP
17
Fort Point Capital Partners
California
$267K +$166K +22,057 +169%
RJA
18
Raymond James & Associates
Florida
$211K +$189 +25 +0.1%
Bank of America
19
Bank of America
North Carolina
$184K -$14.8K -1,958 -8%
RCM
20
Robinson Capital Management
Michigan
$169K -$79.4K -10,513 -32%
LCM
21
Landscape Capital Management
New Jersey
$165K +$7.96K +1,054 +5%
MC
22
Moors & Cabot
Massachusetts
$152K -$302K -40,000 -67%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$138K +$52.9K +7,007 +63%
FAG
24
Fortitude Advisory Group
Washington
$120K
UBS Group
25
UBS Group
Switzerland
$119K -$55.2K -7,314 -32%

CXH Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q1 2024, worth a combined $21.7M — down 3.2% from $22.4M a quarter earlier.

Fund positioning in CXH was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $498K. The largest seller was Saba Capital Management, cutting an estimated $1.04M.

  • 38 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $21.7M of MFS Investment Grade Municipal Trust stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 2 funds opened new MFS Investment Grade Municipal Trust positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q1 2024 was Bulldog Investors, an estimated $498K added.
  • The largest MFS Investment Grade Municipal Trust seller in Q1 2024 was Saba Capital Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2024.