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CXH

MFS Investment Grade Municipal Trust

Delisted

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

33 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

2.12% more ownership

Funds ownership: 32.81%34.94% (+2.1%)

0% less capital invested

Capital invested by funds: $23.6M → $23.6M (-$48.8K)

15% less funds holding

Funds holding: 3933 (-6)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$3.92M
BI
2
Bulldog Investors
New Jersey
$3.7M
RCM
3
Rivernorth Capital Management
Florida
$3.31M +$489K +60,569 +18%
SIA
4
Sit Investment Associates
Minnesota
$3.06M +$1.72M +213,074 +133%
IA
5
Icon Advisers
Colorado
$1.94M -$27.7K -3,435 -1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$897K -$8.54K -1,058 -1%
Morgan Stanley
7
Morgan Stanley
New York
$750K +$5.42K +672 +0.7%
MC
8
Matisse Capital
Oregon
$715K
MWM
9
Melfa Wealth Management
Massachusetts
$644K
Osaic Holdings
10
Osaic Holdings
Arizona
$605K -$17.2K -2,128 -3%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$585K +$12K +1,492 +2%
GCWM
12
Graham Capital Wealth Management
District of Columbia
$536K -$6.16K -763 -1%
WA
13
Whitebox Advisors
Minnesota
$407K +$6.4K +793 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$405K +$156K +19,355 +65%
RIL
15
Rothschild Investment LLC
Illinois
$373K -$18.5K -2,295 -5%
CIA
16
Capital Investment Advisors
Georgia
$299K +$11.8K +1,462 +4%
RJA
17
Raymond James & Associates
Florida
$298K +$68.9K +8,546 +31%
Wells Fargo
18
Wells Fargo
California
$296K
Bank of America
19
Bank of America
North Carolina
$133K +$16.9K +2,100 +15%
FAG
20
Fortitude Advisory Group
Washington
$130K
UBS Group
21
UBS Group
Switzerland
$128K
LPL Financial
22
LPL Financial
California
$98.1K +$710 +88 +0.7%
CIA
23
Concurrent Investment Advisors
Florida
$84.3K
WAM
24
Wolverine Asset Management
Illinois
$57.3K -$243K -30,114 -81%
GWSG
25
GPS Wealth Strategies Group
Colorado
$55.7K

CXH Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q3 2024, worth a combined $23.6M — down 0.21% from $23.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CXH and 1 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.72M. The largest seller was Saba Capital Management, exiting entirely with an estimated $1.84M sold.

  • 33 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q3 2024, down from 39 in Q2 2024.
  • Funds reported $23.6M of MFS Investment Grade Municipal Trust stock for Q3 2024, down 0.21% quarter-over-quarter.
  • 1 fund opened new MFS Investment Grade Municipal Trust positions in Q3 2024 and 6 closed out, a net change of -5 holders.
  • The largest MFS Investment Grade Municipal Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $1.72M added.
  • The largest MFS Investment Grade Municipal Trust seller in Q3 2024 was Saba Capital Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2024.