CXH

MFS Investment Grade Municipal Trust

30 hedge funds and large institutions have $41.8M invested in MFS Investment Grade Municipal Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$27.1M -$160K -15,811 -0.6%
AAM
2
Advisors Asset Management
Colorado
$4.47M +$188K +18,522 +4%
IA
3
Icon Advisers
Colorado
$2.96M +$695K +68,531 +31%
RCM
4
Rivernorth Capital Management
Florida
$1.18M +$62.9K +6,201 +6%
SIA
5
Sit Investment Associates
Minnesota
$1.12M +$1.12M +110,292 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.02M
Morgan Stanley
7
Morgan Stanley
New York
$683K -$103K -10,156 -13%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$512K -$221K -21,806 -30%
UBS Group
9
UBS Group
Switzerland
$403K +$32.1K +3,166 +9%
Bank of America
10
Bank of America
North Carolina
$349K -$6.75K -666 -2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$294K +$155K +15,302 +112%
LPL Financial
12
LPL Financial
California
$255K -$282K -27,853 -53%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$233K
Ameriprise
14
Ameriprise
Minnesota
$226K +$39.6K +3,907 +21%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$194K
Wells Fargo
16
Wells Fargo
California
$131K -$10 -1 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$123K
RJA
18
Raymond James & Associates
Florida
$106K +$106K +10,489 New
EFS
19
Essex Financial Services
Connecticut
$103K -$12.1K -1,200 -11%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$91K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$64K +$54.2K +5,325 +555%
FHA
22
First Horizon Advisors
Tennessee
$53K
WB
23
Webster Bank
Connecticut
$46K
CTC
24
Central Trust Company
Missouri
$16K
LYV
25
Live Your Vision
Pennsylvania
$10K