CXH

MFS Investment Grade Municipal Trust

32 hedge funds and large institutions have $18.7M invested in MFS Investment Grade Municipal Trust in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.1M +$875K +95,750 +17%
RJA
2
Raymond James & Associates
Florida
$2.8M +$884K +96,682 +46%
KIM
3
Karpus Investment Management
New York
$2.53M -$21.6K -2,367 -0.8%
WAM
4
Wolverine Asset Management
Illinois
$902K +$283K +31,013 +46%
FIMG
5
Financial & Investment Management Group
Michigan
$898K +$482K +52,750 +116%
Morgan Stanley
6
Morgan Stanley
New York
$775K +$139K +15,206 +22%
LPL Financial
7
LPL Financial
California
$723K +$15.1K +1,648 +2%
GC
8
Guggenheim Capital
Illinois
$477K -$69.8K -7,633 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$476K +$206K +22,600 +77%
Invesco
10
Invesco
Georgia
$453K -$13.7K -1,503 -3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$408K +$164K +17,928 +67%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$293K -$31.1K -3,400 -10%
Bank of America
13
Bank of America
North Carolina
$279K -$706K -77,251 -72%
Wells Fargo
14
Wells Fargo
California
$266K -$575K -62,961 -68%
CA
15
Cornerstone Advisors
North Carolina
$263K
LCM
16
Landscape Capital Management
New Jersey
$164K +$50.6K +5,531 +45%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$153K +$5.94K +650 +4%
TC
18
TFS Capital
Pennsylvania
$114K -$179K -19,580 -61%
SBH
19
Segall Bryant & Hamill
Illinois
$114K -$41K -4,500 -26%
GEM
20
Global Endowment Management
North Carolina
$110K
YP
21
Yellowstone Partners
Idaho
$108K
EFS
22
Essex Financial Services
Connecticut
$104K +$104K +11,380 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$46K
FHA
24
First Horizon Advisors
Tennessee
$46K
U
25
UBS
Switzerland
$45K +$25.2K +2,767 +127%