CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

31 hedge funds and large institutions have $10.8M invested in MFS Investment Grade Municipal Trust in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.94M
2
Morgan Stanley
2
Morgan Stanley
New York
$702K
3
LPL Financial
3
LPL Financial
California
$682K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$184K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$240K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$257K
2
GC
2
Guggenheim Capital
Illinois
$1.52M
3
OFG
3
OTA Financial Group
New York
$0
4
WAM
4
Wolverine Asset Management
Illinois
$912K
5
Invesco
5
Invesco
Georgia
$554K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.94M 337,370 +195,511 +138%
GC
2
Guggenheim Capital
Illinois
$1.52M 174,546 -37,612 -18%
WAM
3
Wolverine Asset Management
Illinois
$912K 104,898 -10,008 -9%
Bank of America
4
Bank of America
North Carolina
$905K 103,985 +6,493 +7%
Morgan Stanley
5
Morgan Stanley
New York
$702K 80,693 +39,599 +96%
LPL Financial
6
LPL Financial
California
$682K 80,562 +22,231 +38%
Invesco
7
Invesco
Georgia
$554K 63,651 -3,171 -5%
CA
8
Cornerstone Advisors
North Carolina
$301K 34,606 – –
Wells Fargo
9
Wells Fargo
California
$301K 34,628 +2,101 +6%
KIM
10
Karpus Investment Management
New York
$259K 29,722 – –
DA
11
Doliver Advisors
Texas
$257K 29,570 -43,157 -59%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$240K 27,602 +14,672 +113%
SBH
13
Segall Bryant & Hamill
Illinois
$235K 27,000 – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$184K 21,104 +21,104 New
PRCM
15
Pine River Capital Management
Minnesota
$180K 20,800 – –
ST
16
Sentinel Trust
Texas
$171K 19,644 +69 +0.4%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$122K 14,100 +14,100 New
Ameriprise
18
Ameriprise
Minnesota
$72K 8,240 +8,240 New
U
19
UBS
Switzerland
$67K 7,684 -1,070 -12%
Deutsche Bank
20
Deutsche Bank
Germany
$58K 6,704 +3,352 +100%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$44K 5,000 – –
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$34K 3,907 – –
Creative Planning
23
Creative Planning
Kansas
$27K 3,055 -1,000 -25%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$18K 2,000 – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$18K 2,050 +2,050 New
1
2