CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $22.9M invested in MFS Investment Grade Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
$2.14M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$499K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$356K
4
RCM
Robinson Capital Management
Michigan
$302K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$394K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$169K
2
BA
Bridgewater Advisors
New York
$0
3
AP
Americana Partners
Texas
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.49K
5
LPL Financial
LPL Financial
California
$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
26
Fortitude Advisory Group
Washington
$134K +$4.8K +679 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$88K -$8.52K -1,200 -9%
CCP
28
Clough Capital Partners
Massachusetts
$78.1K +$78.1K +11,048 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$77K +$389 +55 +0.5%
GWSG
30
GPS Wealth Strategies Group
Colorado
$47.9K – – –
QL
31
Quarry LP
New York
$33.6K +$33.6K +4,748 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$33K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$15.7K +$14.7K +2,078 +1,495%
SOA
34
Sea Otter Advisors
Florida
$15.2K +$15.2K +2,144 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$5.49K -$54.1K -7,649 -91%
VWM
37
Venturi Wealth Management
Texas
$2.55K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$1.49K – – –
BA
39
Bridgewater Advisors
New York
– -$200K -27,216 Closed
AP
40
Americana Partners
Texas
– -$188K -25,500 Closed
IA
41
IFP Advisors
Florida
– -$5.88K -800 Closed
PK
42
Pflug Koory
Nebraska
– -$1.32K -179 Closed
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