CXH

MFS Investment Grade Municipal Trust

30 hedge funds and large institutions have $17.4M invested in MFS Investment Grade Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$5.3M +$550K +59,286 +12%
KIM
2
Karpus Investment Management
New York
$2.59M +$537K +57,913 +26%
RJA
3
Raymond James & Associates
Florida
$1.95M +$631K +67,974 +48%
Bank of America
4
Bank of America
North Carolina
$1M +$109K +11,787 +12%
Wells Fargo
5
Wells Fargo
California
$855K +$52.8K +5,684 +7%
LPL Financial
6
LPL Financial
California
$715K +$3.39K +365 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$646K -$237K -25,551 -27%
WAM
8
Wolverine Asset Management
Illinois
$628K -$60.9K -6,567 -9%
GC
9
Guggenheim Capital
Illinois
$554K -$568K -61,350 -51%
Invesco
10
Invesco
Georgia
$474K -$30.3K -3,269 -6%
FIMG
11
Financial & Investment Management Group
Michigan
$422K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$329K -$13.9K -1,500 -4%
TC
13
TFS Capital
Pennsylvania
$298K +$298K +32,071 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$274K -$32.5K -3,500 -11%
CA
15
Cornerstone Advisors
North Carolina
$267K
AQR Capital Management
16
AQR Capital Management
Connecticut
$248K +$40.8K +4,401 +20%
SBH
17
Segall Bryant & Hamill
Illinois
$158K -$65.1K -7,000 -29%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$149K -$25.9K -2,800 -15%
LCM
19
Landscape Capital Management
New Jersey
$115K +$115K +12,386 New
GEM
20
Global Endowment Management
North Carolina
$111K
YP
21
Yellowstone Partners
Idaho
$110K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$46K
FHA
23
First Horizon Advisors
Tennessee
$46K +$46K +5,000 New
Creative Planning
24
Creative Planning
Kansas
$28K
U
25
UBS
Switzerland
$20K -$6.68K -726 -25%