CXH

MFS Investment Grade Municipal Trust

34 hedge funds and large institutions have $20.1M invested in MFS Investment Grade Municipal Trust in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.57M -$593K -62,779 -8%
RJA
2
Raymond James & Associates
Florida
$3.58M +$279K +29,509 +8%
KIM
3
Karpus Investment Management
New York
$2.6M -$13.2K -1,400 -0.5%
FIMG
4
Financial & Investment Management Group
Michigan
$1.08M +$86.4K +9,149 +9%
LPL Financial
5
LPL Financial
California
$871K +$512 +54 +0.1%
WAM
6
Wolverine Asset Management
Illinois
$824K -$5.33K -565 -0.6%
AA
7
AQR Arbitrage
Connecticut
$594K +$594K +62,903 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$536K -$6.61K -700 -1%
Morgan Stanley
9
Morgan Stanley
New York
$481K -$824K -87,168 -63%
Bank of America
10
Bank of America
North Carolina
$450K +$166K +17,588 +58%
DA
11
Doliver Advisors
Texas
$328K -$92.9K -9,847 -22%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$256K
CA
13
Cornerstone Advisors
North Carolina
$253K -$18.9K -2,000 -7%
Wells Fargo
14
Wells Fargo
California
$243K +$19K +2,008 +8%
Invesco
15
Invesco
Georgia
$222K -$190K -20,134 -46%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$168K
LCM
17
Landscape Capital Management
New Jersey
$163K +$5.25K +557 +3%
YP
18
Yellowstone Partners
Idaho
$150K +$38.7K +4,100 +35%
ICAS
19
Investors Capital Advisory Services
Massachusetts
$122K -$9.42K -1,000 -7%
GEM
20
Global Endowment Management
North Carolina
$113K
EFS
21
Essex Financial Services
Connecticut
$107K
SBH
22
Segall Bryant & Hamill
Illinois
$104K -$14.2K -1,500 -12%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$104K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$61K +$29.4K +3,077 +93%
Creative Planning
25
Creative Planning
Kansas
$47K -$9.4K -1,000 -17%