CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

33 hedge funds and large institutions have $37.1M invested in MFS Investment Grade Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$1.11M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$300K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$238K
4
CRC
4
Curi RMB Capital
Illinois
$161K
5
VKH
5
Virtu KCG Holdings
New York
$153K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10K
3
WAM
3
Wolverine Asset Management
Illinois
$27K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$104K
5
RCM
5
Robinson Capital Management
Michigan
$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$24M +$133K +12,811 +0.6%
AAM
2
Advisors Asset Management
Colorado
$5.4M +$86.6K +8,330 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.42M – – –
IA
4
Icon Advisers
Colorado
$1.11M +$1.11M +106,969 New
GWM
5
Greenwich Wealth Management
Connecticut
$836K – – –
LPL Financial
6
LPL Financial
California
$577K +$19.4K +1,885 +3%
RCM
7
Robinson Capital Management
Michigan
$552K -$58.2K -5,606 -10%
Morgan Stanley
8
Morgan Stanley
New York
$485K +$78.5K +7,560 +19%
Bank of America
9
Bank of America
North Carolina
$358K -$36.6K -3,516 -9%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$300K +$300K +28,826 New
YP
11
Yellowstone Partners
Idaho
$257K – – –
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$238K +$238K +22,954 New
UBS Group
13
UBS Group
Switzerland
$218K +$121K +11,718 +126%
CRC
14
Curi RMB Capital
Illinois
$161K +$161K +15,495 New
RJA
15
Raymond James & Associates
Florida
$155K – – –
VKH
16
Virtu KCG Holdings
New York
$153K +$153K +14,686 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$151K +$1.7K +164 +1%
Wells Fargo
18
Wells Fargo
California
$151K +$20.9K +2,016 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$138K +$10 +1 +0%
EFS
20
Essex Financial Services
Connecticut
$118K – – –
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$104K -$114K -10,921 -52%
FHA
22
First Horizon Advisors
Tennessee
$54K – – –
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$52K – – –
WAM
24
Wolverine Asset Management
Illinois
$27K -$132K -12,965 -83%
CTC
25
Central Trust Company
Missouri
$17K – – –
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