CXH

MFS Investment Grade Municipal Trust

31 hedge funds and large institutions have $15.7M invested in MFS Investment Grade Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$4.59M +$534K +59,576 +13%
KIM
2
Karpus Investment Management
New York
$1.98M +$1.22M +136,949 +163%
RJA
3
Raymond James & Associates
Florida
$1.27M +$1.27M +142,179 New
GC
4
Guggenheim Capital
Illinois
$1.09M -$172K -19,155 -14%
Bank of America
5
Bank of America
North Carolina
$858K -$51.2K -5,727 -6%
Morgan Stanley
6
Morgan Stanley
New York
$850K +$11K +1,231 +1%
Wells Fargo
7
Wells Fargo
California
$772K -$13.2K -1,481 -2%
LPL Financial
8
LPL Financial
California
$685K -$4.99K -558 -0.7%
WAM
9
Wolverine Asset Management
Illinois
$664K -$268K -30,011 -29%
Invesco
10
Invesco
Georgia
$486K -$31.5K -3,518 -6%
FIMG
11
Financial & Investment Management Group
Michigan
$407K +$80.5K +9,000 +25%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$330K +$53.6K +6,000 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$295K +$53.6K +6,000 +22%
CA
14
Cornerstone Advisors
North Carolina
$258K -$43K -4,800 -14%
SBH
15
Segall Bryant & Hamill
Illinois
$215K -$26.9K -3,000 -11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$200K +$110K +12,337 +123%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$168K +$35.1K +3,950 +26%
AllianceBernstein
18
AllianceBernstein
Tennessee
$130K +$130K +14,590 New
GEM
19
Global Endowment Management
North Carolina
$108K
YP
20
Yellowstone Partners
Idaho
$105K
EFS
21
Essex Financial Services
Connecticut
$102K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$45K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$37K +$2.23K +250 +6%
Creative Planning
24
Creative Planning
Kansas
$27K
U
25
UBS
Switzerland
$25K -$60K -6,959 -71%