CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$1.26M
2
RCM
Rivernorth Capital Management
Florida
$2.7M
3
GCWM
Graham Capital Wealth Management
District of Columbia
$521K
4
WA
Whitebox Advisors
Minnesota
$384K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$236K

Top Sellers

1
SCM
Saba Capital Management
New York
$1.84M
2
RCM
Robinson Capital Management
Michigan
$0
3
MC
Moors & Cabot
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$284K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$93.6K -$8.53K -1,080 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$87K +$503 +64 +0.6%
Citadel Advisors
28
Citadel Advisors
Florida
$84.1K +$84.1K +10,641 New
CIA
29
Concurrent Investment Advisors
Florida
$81K – – –
LCM
30
Landscape Capital Management
New Jersey
$80.1K -$90.9K -11,503 -53%
GWSG
31
GPS Wealth Strategies Group
Colorado
$53.5K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$38.4K +$26.9K +3,400 +233%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$31.6K – – –
MA
34
Montag & Associates
Georgia
$19.5K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$8K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$6.13K – – –
VWM
38
Venturi Wealth Management
Texas
$2.84K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$1.61K -$47 -6 -3%
RCM
40
Robinson Capital Management
Michigan
– -$169K -22,779 Closed
MC
41
Moors & Cabot
Massachusetts
– -$152K -20,000 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$138K -18,116 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– -$8 -1 Closed
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