CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $22.4M invested in MFS Investment Grade Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Icon Advisers
Colorado
$1.52M
2
BI
Bulldog Investors
New Jersey
$2.95M
3
Morgan Stanley
Morgan Stanley
New York
$1.21M
4
RIL
Rothschild Investment LLC
Illinois
$361K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$851K

Top Sellers

1
SCM
Saba Capital Management
New York
$3.98M
2
1CP
1607 Capital Partners
Virginia
$0
3
LSC
Logan Stone Capital
Illinois
$611K
4
AC
Almitas Capital
California
$3.72M
5
KIM
Karpus Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$98.1K -$53.5K -7,069 -35%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$84.1K -$71.7K -9,474 -46%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$83K +$432 +57 +0.5%
CIA
29
Concurrent Investment Advisors
Florida
$77.6K +$77.6K +10,251 New
GWSG
30
GPS Wealth Strategies Group
Colorado
$51.3K – – –
WAM
31
Wolverine Asset Management
Illinois
$41.4K +$41.4K +5,475 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$30.3K -$5.08K -671 -14%
MA
33
Montag & Associates
Georgia
$18.7K +$18.7K +2,471 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$11K +$11K +1,459 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$5.87K – – –
VWM
37
Venturi Wealth Management
Texas
$2.73K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$1.59K – – –
1CP
39
1607 Capital Partners
Virginia
– -$931K -131,735 Closed
KIM
40
Karpus Investment Management
New York
– -$294K -41,528 Closed
AW
41
Atlas Wealth
Ohio
– -$193K -27,246 Closed
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
– -$88K -12,400 Closed
CCP
43
Clough Capital Partners
Massachusetts
– -$78.1K -11,048 Closed
QL
44
Quarry LP
New York
– -$33.6K -4,748 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$15.7K -2,217 Closed
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