CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

33 hedge funds and large institutions have $37.1M invested in MFS Investment Grade Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$1.11M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$300K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$238K
4
CRC
4
Curi RMB Capital
Illinois
$161K
5
VKH
5
Virtu KCG Holdings
New York
$153K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10K
3
WAM
3
Wolverine Asset Management
Illinois
$27K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$104K
5
RCM
5
Robinson Capital Management
Michigan
$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10K -$236K -22,700 -96%
LYV
27
Live Your Vision
Pennsylvania
$10K +$10K +1,000 New
Creative Planning
28
Creative Planning
Kansas
$10K +$10K +1,000 New
AG
29
Advisor Group
Arizona
$5K – – –
CFA
30
CT Financial Advisors
Pennsylvania
$3.23K – – –
IA
31
IFP Advisors
Florida
$3K -$10.8K -1,082 -78%
MFS
32
MSI Financial Services
Massachusetts
$1K – – –
SWA
33
Sutton Wealth Advisors
Florida
$62 – – –
SIA
34
Sit Investment Associates
Minnesota
– -$869K -82,149 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– -$5K -440 Closed
1
2