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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 $23.6M invested in MFS Investment Grade Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $21.7M → $23.6M (+$1.88M)

3% more funds holding

Funds holding: 3839 (+1)

1.51% more ownership

Funds ownership: 31.31%32.81% (+1.5%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$3.77M -$109K -14,500 -3%
BI
2
Bulldog Investors
New Jersey
$3.55M -$51.6K -6,840 -2%
RCM
3
Rivernorth Capital Management
Florida
$2.7M +$853K +113,004 +49%
IA
4
Icon Advisers
Colorado
$1.88M -$95.1K -12,608 -5%
SCM
5
Saba Capital Management
New York
$1.84M -$1.17M -154,892 -40%
SIA
6
Sit Investment Associates
Minnesota
$1.26M +$1.2M +159,686 New
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$870K -$5.12K -679 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$716K +$82.2K +10,899 +14%
LSC
9
Logan Stone Capital
Illinois
$699K -$104K -13,739 -13%
MC
10
Matisse Capital
Oregon
$687K
MWM
11
Melfa Wealth Management
Massachusetts
$619K +$87.7K +11,630 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$598K +$64.1K +8,498 +13%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$550K -$121K -16,073 -19%
GCWM
14
Graham Capital Wealth Management
District of Columbia
$521K +$497K +65,918 New
WA
15
Whitebox Advisors
Minnesota
$384K +$367K +48,661 New
RIL
16
Rothschild Investment LLC
Illinois
$377K
FPCP
17
Fort Point Capital Partners
California
$311K +$32.7K +4,330 +12%
WAM
18
Wolverine Asset Management
Illinois
$293K -$619 -82 -0.2%
Wells Fargo
19
Wells Fargo
California
$284K -$143K -19,000 -35%
CIA
20
Capital Investment Advisors
Georgia
$276K -$56.6K -7,500 -18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$236K +$225K +29,861 New
RJA
22
Raymond James & Associates
Florida
$219K +$204 +27 +0.1%
FAG
23
Fortitude Advisory Group
Washington
$125K
UBS Group
24
UBS Group
Switzerland
$123K -$815 -108 -0.7%
Bank of America
25
Bank of America
North Carolina
$111K -$75.4K -10,000 -42%

CXH Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2024, worth a combined $23.6M — up 8.7% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CXH positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.2M. The largest seller was Saba Capital Management, cutting an estimated $1.17M.

  • 39 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2024, up from 38 in Q1 2024.
  • Funds reported $23.6M of MFS Investment Grade Municipal Trust stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 5 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest MFS Investment Grade Municipal Trust buyer in Q2 2024 was Sit Investment Associates, an estimated $1.2M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q2 2024 was Saba Capital Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2024.