CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

28 hedge funds and large institutions have $36.8M invested in MFS Investment Grade Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$5.41M
2
RCM
Robinson Capital Management
Michigan
$622K
3
SIA
Sit Investment Associates
Minnesota
$869K
4
WAM
Wolverine Asset Management
Illinois
$165K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$141K

Top Sellers

1
LPL Financial
LPL Financial
California
$575K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$402K
4
KIM
Karpus Investment Management
New York
$24.3M
5
RJA
Raymond James & Associates
Florida
$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
CT Financial Advisors
Pennsylvania
$3.29K – – –
MFS
27
MSI Financial Services
Massachusetts
$1K +$1K +100 New
SWA
28
Sutton Wealth Advisors
Florida
$63 – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
– -$233K -22,954 Closed
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
– -$9K -858 Closed
AIG
31
American International Group
New York
– -$5K -502 Closed
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