CXH

MFS Investment Grade Municipal Trust

28 hedge funds and large institutions have $36.8M invested in MFS Investment Grade Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$24.3M -$138K -13,025 -0.6%
AAM
2
Advisors Asset Management
Colorado
$5.41M +$1.09M +102,867 +25%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.45M +$31.7K +3,000 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$908K
SIA
5
Sit Investment Associates
Minnesota
$869K +$254K +24,005 +41%
RCM
6
Robinson Capital Management
Michigan
$622K +$622K +58,782 New
LPL Financial
7
LPL Financial
California
$575K -$493K -46,503 -46%
Morgan Stanley
8
Morgan Stanley
New York
$414K +$140K +13,263 +51%
Bank of America
9
Bank of America
North Carolina
$402K -$169K -15,934 -30%
YP
10
Yellowstone Partners
Idaho
$262K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$250K -$22.6K -2,140 -8%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$221K +$73.1K +6,921 +49%
WAM
13
Wolverine Asset Management
Illinois
$165K +$165K +15,618 New
RJA
14
Raymond James & Associates
Florida
$158K -$134K -12,670 -46%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$153K +$1.81K +170 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$141K +$141K +13,328 New
Wells Fargo
17
Wells Fargo
California
$132K +$11.6K +1,098 +10%
EFS
18
Essex Financial Services
Connecticut
$120K
UBS Group
19
UBS Group
Switzerland
$98K +$27.4K +2,600 +39%
FHA
20
First Horizon Advisors
Tennessee
$55K +$2.24K +212 +4%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$53K
CTC
22
Central Trust Company
Missouri
$17K
IA
23
IFP Advisors
Florida
$15K +$15K +1,382 New
TRCT
24
Tower Research Capital (TRC)
New York
$5K +$2.73K +240 +120%
AG
25
Advisor Group
Arizona
$5K +$5K +502 New