CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

43 hedge funds and large institutions have $16.6M invested in MFS Investment Grade Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$3.25M
2
BI
Bulldog Investors
New Jersey
$562K
3
MC
Matisse Capital
Oregon
$361K
4
MC
Moors & Cabot
Massachusetts
$248K
5
LSC
Logan Stone Capital
Illinois
$170K

Top Sellers

1
AP
Americana Partners
Texas
$162K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
3
Wells Fargo
Wells Fargo
California
$532K
4
LPL Financial
LPL Financial
California
$546K
5
RCM
Robinson Capital Management
Michigan
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
26
Fortitude Advisory Group
Washington
$156K +$4.73K +553 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$118K +$8.57K +1,000 +8%
Ameriprise
28
Ameriprise
Minnesota
$113K – – –
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$112K – – –
OWP
30
Obermeyer Wealth Partners
Colorado
$108K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$98K -$26.9K -3,158 -22%
NA
32
NewEdge Advisors
Louisiana
$87K +$87K +10,200 New
WAM
33
Worth Asset Management
Texas
$64K +$64K +8,328 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$42K – – –
CBT
35
CoreFirst Bank & Trust
Kansas
$39K – – –
VanEck Associates
36
VanEck Associates
New York
$37K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$9K – – –
MCM
38
MV Capital Management
Maryland
$9K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K – – –
SWM
40
Sugarloaf Wealth Management
Georgia
$4K – – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$4K +$4K +460 New
SPIA
42
Steward Partners Investment Advisory
New York
$2K – – –
PK
43
Pflug Koory
Nebraska
$2K – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
– -$616K -59,765 Closed
CTC
45
Central Trust Company
Missouri
– -$17K -1,617 Closed
SWA
46
Sutton Wealth Advisors
Florida
– -$62 -6 Closed
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