CXH

MFS Investment Grade Municipal Trust

33 hedge funds and large institutions have $22M invested in MFS Investment Grade Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.7M -$4.53M -489,210 -30%
AAM
2
Advisors Asset Management
Colorado
$2.39M -$1.48M -160,302 -38%
CWM
3
Cornerstone Wealth Management
Missouri
$1.3M +$1.3M +11,973 New
LCM
4
Laurion Capital Management
New York
$1.27M +$1.27M +136,950 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$974K +$974K +105,310 New
Morgan Stanley
6
Morgan Stanley
New York
$792K +$24.8K +2,683 +3%
CRC
7
Curi RMB Capital
Illinois
$781K +$781K +84,469 New
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$575K +$42.6K +4,600 +8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$430K -$124K -13,426 -22%
SIA
10
Sit Investment Associates
Minnesota
$324K -$131K -14,176 -29%
UBS Group
11
UBS Group
Switzerland
$321K -$67.6K -7,317 -17%
Bank of America
12
Bank of America
North Carolina
$309K -$18.5K -2,000 -6%
LPL Financial
13
LPL Financial
California
$231K -$32.9K -3,564 -12%
DA
14
Doliver Advisors
Texas
$191K +$52.6K +5,685 +38%
LCM
15
Landscape Capital Management
New Jersey
$191K +$191K +20,600 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$185K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$161K -$46.1K -5,000 -22%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$139K
Ameriprise
19
Ameriprise
Minnesota
$136K -$20.1K -2,182 -13%
DAS
20
Dynamic Advisor Solutions
Arizona
$120K +$13.7K +1,480 +13%
Wells Fargo
21
Wells Fargo
California
$108K -$11.1K -1,205 -9%
EFS
22
Essex Financial Services
Connecticut
$94K +$94K +10,180 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$83K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$69K +$19.8K +2,143 +40%
WB
25
Webster Bank
Connecticut
$42K