CXH

MFS Investment Grade Municipal Trust

33 hedge funds and large institutions have $37M invested in MFS Investment Grade Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$24M +$2.34M +249,919 +11%
AAM
2
Advisors Asset Management
Colorado
$4.85M -$24.7K -2,634 -0.5%
IA
3
Icon Advisers
Colorado
$1.64M +$635K +67,790 +63%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.43M +$1.15M +123,269 +428%
GWM
5
Greenwich Wealth Management
Connecticut
$996K
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$989K -$294K -31,400 -23%
Morgan Stanley
7
Morgan Stanley
New York
$600K +$163K +17,403 +37%
LPL Financial
8
LPL Financial
California
$541K +$8.99K +949 +2%
Bank of America
9
Bank of America
North Carolina
$329K +$6.24K +666 +2%
UBS Group
10
UBS Group
Switzerland
$276K +$78.9K +8,423 +40%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$215K
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$141K +$47K +5,000 +50%
Wells Fargo
13
Wells Fargo
California
$136K +$336 +36 +0.2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$127K -$9.54K -1,018 -7%
VKH
15
Virtu KCG Holdings
New York
$122K -$15.7K -1,676 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$120K -$4.69K -501 -4%
EFS
17
Essex Financial Services
Connecticut
$107K
LCM
18
Landscape Capital Management
New Jersey
$101K +$101K +10,745 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$84K +$37.3K +4,000 +80%
TWA
20
TCI Wealth Advisors
Arizona
$66K +$66K +7,000 New
FHA
21
First Horizon Advisors
Tennessee
$54K
WB
22
Webster Bank
Connecticut
$42K +$42K +4,500 New
CTC
23
Central Trust Company
Missouri
$15K
LYV
24
Live Your Vision
Pennsylvania
$9K
Creative Planning
25
Creative Planning
Kansas
$9K