CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

29 hedge funds and large institutions have $27M invested in MFS Investment Grade Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Icon Advisers
Colorado
$2.08M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$335K
3
AAM
Advisors Asset Management
Colorado
$4.65M
4
Morgan Stanley
Morgan Stanley
New York
$756K
5
DA
Doliver Advisors
Texas
$98K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
$0
2
KIM
Karpus Investment Management
New York
$15.2M
3
EFS
Essex Financial Services
Connecticut
$0
4
SIA
Sit Investment Associates
Minnesota
$0
5
FPF
FNY Partners Fund
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$15.2M -$119K -12,212 -0.8%
AAM
2
Advisors Asset Management
Colorado
$4.65M +$138K +14,256 +3%
IA
3
Icon Advisers
Colorado
$2.08M +$571K +58,836 +38%
Morgan Stanley
4
Morgan Stanley
New York
$756K +$130K +13,373 +21%
RCM
5
Rivernorth Capital Management
Florida
$705K – – –
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$583K – – –
UBS Group
7
UBS Group
Switzerland
$381K +$2.3K +237 +0.6%
Bank of America
8
Bank of America
North Carolina
$348K +$13.6K +1,400 +4%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$335K +$335K +34,500 New
LPL Financial
10
LPL Financial
California
$317K +$92.1K +9,487 +41%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$218K – – –
Ameriprise
12
Ameriprise
Minnesota
$210K +$28.1K +2,900 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$166K -$14.9K -1,536 -8%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$147K – – –
Wells Fargo
15
Wells Fargo
California
$144K – – –
YP
16
Yellowstone Partners
Idaho
$131K +$19.4K +2,000 +17%
YCM
17
Yakira Capital Management
Connecticut
$105K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$103K -$27.4K -2,832 -21%
DA
19
Doliver Advisors
Texas
$98K +$98K +10,122 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$87K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$52K – – –
WB
22
Webster Bank
Connecticut
$44K – – –
FHA
23
First Horizon Advisors
Tennessee
$30K – – –
SWM
24
SeaCrest Wealth Management
New York
$24K +$24K +2,500 New
TFS
25
TrustCore Financial Services
Tennessee
$20K +$20K +2,071 New
1
2