CXH

MFS Investment Grade Municipal Trust

34 hedge funds and large institutions have $21.1M invested in MFS Investment Grade Municipal Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$7.11M +$848K +90,400 +14%
RJA
2
Raymond James & Associates
Florida
$3.27M +$399K +42,525 +14%
KIM
3
Karpus Investment Management
New York
$2.59M
Morgan Stanley
4
Morgan Stanley
New York
$1.29M +$499K +53,266 +63%
FIMG
5
Financial & Investment Management Group
Michigan
$982K +$61.4K +6,550 +7%
LPL Financial
6
LPL Financial
California
$861K +$124K +13,216 +17%
WAM
7
Wolverine Asset Management
Illinois
$823K -$102K -10,912 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$538K +$49.6K +5,300 +10%
AQR Capital Management
9
AQR Capital Management
Connecticut
$504K +$84.7K +9,021 +20%
DA
10
Doliver Advisors
Texas
$417K +$417K +44,599 New
Invesco
11
Invesco
Georgia
$409K -$55.7K -5,947 -12%
Bank of America
12
Bank of America
North Carolina
$282K -$3.79K -405 -1%
CA
13
Cornerstone Advisors
North Carolina
$270K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$254K -$46.9K -5,000 -16%
Wells Fargo
15
Wells Fargo
California
$222K -$50.5K -5,394 -19%
LCM
16
Landscape Capital Management
New Jersey
$157K -$11.1K -1,184 -7%
CWM
17
Concert Wealth Management
California
$152K +$152K +16,250 New
ICAS
18
Investors Capital Advisory Services
Massachusetts
$130K -$26.1K -2,800 -17%
SBH
19
Segall Bryant & Hamill
Illinois
$117K
GEM
20
Global Endowment Management
North Carolina
$113K
YP
21
Yellowstone Partners
Idaho
$111K
EFS
22
Essex Financial Services
Connecticut
$107K
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$103K +$103K +11,000 New
Creative Planning
24
Creative Planning
Kansas
$56K +$27.5K +2,945 +96%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$47K