CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

31 hedge funds and large institutions have $27M invested in MFS Investment Grade Municipal Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
$371K
2
AAM
Advisors Asset Management
Colorado
$4.64M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$151K
4
YCM
Yakira Capital Management
Connecticut
$108K
5
FPF
FNY Partners Fund
New York
$45K

Top Sellers

1
KIM
Karpus Investment Management
New York
$15.8M
2
IA
Icon Advisers
Colorado
$1.55M
3
SIA
Sit Investment Associates
Minnesota
$82K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
5
RCM
Rivernorth Capital Management
Florida
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$15.8M -$10.9M -1,094,130 -41%
AAM
2
Advisors Asset Management
Colorado
$4.64M +$236K +23,655 +5%
IA
3
Icon Advisers
Colorado
$1.55M -$1.36M -136,156 -47%
RCM
4
Rivernorth Capital Management
Florida
$725K -$440K -44,028 -38%
Morgan Stanley
5
Morgan Stanley
New York
$644K -$29.1K -2,911 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$599K -$406K -40,580 -40%
UBS Group
7
UBS Group
Switzerland
$390K -$7.24K -724 -2%
CRC
8
Curi RMB Capital
Illinois
$371K +$371K +37,096 New
Bank of America
9
Bank of America
North Carolina
$344K – – –
LPL Financial
10
LPL Financial
California
$231K -$20.3K -2,032 -8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$224K -$4.99K -500 -2%
Ameriprise
12
Ameriprise
Minnesota
$187K -$35.4K -3,554 -16%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$186K -$104K -10,404 -36%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$151K +$151K +15,112 New
Wells Fargo
15
Wells Fargo
California
$149K +$20.6K +2,056 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134K +$13.3K +1,331 +11%
YP
17
Yellowstone Partners
Idaho
$115K +$115K +11,475 New
YCM
18
Yakira Capital Management
Connecticut
$108K +$108K +10,779 New
EFS
19
Essex Financial Services
Connecticut
$102K – – –
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$90K – – –
SIA
21
Sit Investment Associates
Minnesota
$82K -$1.02M -102,089 -93%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$53K -$9.56K -960 -15%
WB
23
Webster Bank
Connecticut
$45K – – –
FPF
24
FNY Partners Fund
New York
$45K +$45K +4,532 New
FHA
25
First Horizon Advisors
Tennessee
$31K -$21K -2,104 -40%
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