CXH

MFS Investment Grade Municipal Trust

35 hedge funds and large institutions have $22M invested in MFS Investment Grade Municipal Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.8M +$408K +45,526 +4%
AAM
2
Advisors Asset Management
Colorado
$1.92M -$401K -44,674 -17%
RCM
3
Robinson Capital Management
Michigan
$1.51M +$1.51M +168,060 New
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.02M +$467K +52,050 +84%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$945K
Morgan Stanley
6
Morgan Stanley
New York
$924K +$156K +17,378 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$714K +$298K +33,212 +71%
Bank of America
8
Bank of America
North Carolina
$493K +$193K +21,518 +64%
LCM
9
Laurion Capital Management
New York
$475K -$755K -84,048 -61%
CRC
10
Curi RMB Capital
Illinois
$382K -$376K -41,876 -50%
DWM
11
Dakota Wealth Management
Florida
$341K +$341K +38,013 New
SIA
12
Sit Investment Associates
Minnesota
$315K
UBS Group
13
UBS Group
Switzerland
$268K -$43.2K -4,818 -14%
RJA
14
Raymond James & Associates
Florida
$231K +$231K +25,794 New
LCM
15
Landscape Capital Management
New Jersey
$209K +$23.9K +2,658 +13%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$197K +$20.1K +2,241 +11%
LPL Financial
17
LPL Financial
California
$174K -$50.8K -5,659 -23%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$157K
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$136K
Ameriprise
20
Ameriprise
Minnesota
$132K
WAM
21
Wolverine Asset Management
Illinois
$120K +$120K +13,467 New
DAS
22
Dynamic Advisor Solutions
Arizona
$116K
Wells Fargo
23
Wells Fargo
California
$102K -$2.92K -325 -3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$81K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$67K