CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

29 hedge funds and large institutions have $26.3M invested in MFS Investment Grade Municipal Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$735K
2
SIA
Sit Investment Associates
Minnesota
+$462K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$216K
4
CCP
Clough Capital Partners
Massachusetts
+$180K
5
DAS
Dynamic Advisor Solutions
Arizona
+$108K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$705K
2
AAM
Advisors Asset Management
Colorado
-$562K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$103K
4
Ameriprise
Ameriprise
Minnesota
-$44.3K
5
LPL Financial
LPL Financial
California
-$37.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$15.4M +$735K +78,285 +5%
AAM
2
Advisors Asset Management
Colorado
$3.9M -$562K -60,382 -13%
IA
3
Icon Advisers
Colorado
$2.01M -$5.66K -603 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$779K +$48.1K +5,123 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$563K – – –
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$540K +$216K +23,020 +67%
SIA
7
Sit Investment Associates
Minnesota
$462K +$462K +49,240 New
UBS Group
8
UBS Group
Switzerland
$395K +$26.3K +2,800 +7%
Bank of America
9
Bank of America
North Carolina
$333K -$3.76K -400 -1%
LPL Financial
10
LPL Financial
California
$269K -$37.9K -4,032 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$211K – – –
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$185K +$24.9K +2,655 +16%
CCP
13
Clough Capital Partners
Massachusetts
$180K +$180K +19,144 New
Ameriprise
14
Ameriprise
Minnesota
$159K -$44.3K -4,719 -22%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$142K – – –
DA
16
Doliver Advisors
Texas
$140K +$45.3K +4,835 +48%
Wells Fargo
17
Wells Fargo
California
$122K -$18.9K -2,000 -13%
DAS
18
Dynamic Advisor Solutions
Arizona
$108K +$108K +11,475 New
YCM
19
Yakira Capital Management
Connecticut
$101K – – –
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$85K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$50K – – –
WB
22
Webster Bank
Connecticut
$42K – – –
FHA
23
First Horizon Advisors
Tennessee
$29K – – –
TFS
24
TrustCore Financial Services
Tennessee
$19K – – –
CTC
25
Central Trust Company
Missouri
$15K – – –
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