CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

25 hedge funds and large institutions have $34M invested in MFS Investment Grade Municipal Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$23.5M
2
GWM
Greenwich Wealth Management
Connecticut
$760K
3
SIA
Sit Investment Associates
Minnesota
$591K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$142K
5
LPL Financial
LPL Financial
California
$1.03M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$4.16M
2
RJA
Raymond James & Associates
Florida
$281K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$262K
4
GEM
Global Endowment Management
North Carolina
$0
5
SBH
Segall Bryant & Hamill
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$23.5M +$1.01M +99,354 +4%
AAM
2
Advisors Asset Management
Colorado
$4.16M -$939K -92,332 -18%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.36M – – –
LPL Financial
4
LPL Financial
California
$1.03M +$111K +10,858 +12%
GWM
5
Greenwich Wealth Management
Connecticut
$760K +$760K +51,540 New
SIA
6
Sit Investment Associates
Minnesota
$591K +$591K +58,144 New
Bank of America
7
Bank of America
North Carolina
$548K +$11.3K +1,114 +2%
RJA
8
Raymond James & Associates
Florida
$281K -$272K -26,724 -49%
Morgan Stanley
9
Morgan Stanley
New York
$263K +$11.2K +1,098 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$262K -$170K -16,701 -39%
YP
11
Yellowstone Partners
Idaho
$252K -$11.2K -1,100 -4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$233K – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$145K +$1.81K +178 +1%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$142K +$122K +12,000 +600%
Wells Fargo
15
Wells Fargo
California
$116K – – –
EFS
16
Essex Financial Services
Connecticut
$116K – – –
UBS Group
17
UBS Group
Switzerland
$68K -$54K -5,326 -44%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$51K – – –
FHA
19
First Horizon Advisors
Tennessee
$51K – – –
CTC
20
Central Trust Company
Missouri
$16K – – –
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +858 New
AIG
22
American International Group
New York
$5K – – –
CFA
23
CT Financial Advisors
Pennsylvania
$3.16K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$2K -$2.21K -221 -52%
SWA
25
Sutton Wealth Advisors
Florida
$61 +$61 +6 New
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