CXH

MFS Investment Grade Municipal Trust

35 hedge funds and large institutions have $22.1M invested in MFS Investment Grade Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.4M -$177K -20,127 -2%
AAM
2
Advisors Asset Management
Colorado
$1.69M -$184K -21,027 -10%
RCM
3
Robinson Capital Management
Michigan
$1.61M +$138K +15,695 +9%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$936K +$11.3K +1,290 +1%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$897K -$105K -12,000 -11%
Morgan Stanley
6
Morgan Stanley
New York
$830K -$74.6K -8,494 -8%
1CP
7
1607 Capital Partners
Virginia
$745K +$697K +79,396 +1,444%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$701K
RJA
9
Raymond James & Associates
Florida
$498K +$272K +30,954 +120%
Bank of America
10
Bank of America
North Carolina
$475K -$7.02K -800 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$409K +$216K +24,532 +112%
WAM
12
Wolverine Asset Management
Illinois
$409K +$291K +33,201 +247%
DWM
13
Dakota Wealth Management
Florida
$343K +$9.71K +1,107 +3%
SIA
14
Sit Investment Associates
Minnesota
$308K
UBS Group
15
UBS Group
Switzerland
$307K +$44.7K +5,091 +17%
LCM
16
Landscape Capital Management
New Jersey
$298K +$94K +10,721 +46%
BFM
17
Broadview Financial Management
Wisconsin
$258K +$258K +29,350 New
CRC
18
Curi RMB Capital
Illinois
$173K -$202K -22,943 -54%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$153K
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$124K +$124K +14,100 New
DAS
21
Dynamic Advisor Solutions
Arizona
$116K -$4.46K -480 -4%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$115K -$17.1K -1,958 -13%
AA
23
AQR Arbitrage
Connecticut
$115K +$115K +13,134 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47K -$18.9K -2,143 -29%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$44K -$35.2K -4,000 -44%