CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

34 hedge funds and large institutions have $21.3M invested in MFS Investment Grade Municipal Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$164K
2
Bank of America
Bank of America
North Carolina
$589K
3
RCM
Robinson Capital Management
Michigan
$1.8M
4
1CP
1607 Capital Partners
Virginia
$854K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$1.25M
2
WAM
Wolverine Asset Management
Illinois
$128K
3
KIM
Karpus Investment Management
New York
$10.9M
4
CRC
Curi RMB Capital
Illinois
$0
5
LCM
Landscape Capital Management
New Jersey
$168K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.9M -$306K -32,385 -3%
RCM
2
Robinson Capital Management
Michigan
$1.8M +$70.3K +7,491 +4%
AAM
3
Advisors Asset Management
Colorado
$1.25M -$560K -59,674 -31%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$908K -$92.9K -9,898 -9%
Morgan Stanley
5
Morgan Stanley
New York
$887K -$263 -28 -0%
1CP
6
1607 Capital Partners
Virginia
$854K +$57.2K +6,100 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$748K – – –
Bank of America
8
Bank of America
North Carolina
$589K +$80.3K +8,543 +16%
RJA
9
Raymond James & Associates
Florida
$484K -$48.5K -5,172 -9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$432K -$3.86K -412 -0.9%
DWM
11
Dakota Wealth Management
Florida
$368K – – –
SIA
12
Sit Investment Associates
Minnesota
$329K – – –
UBS Group
13
UBS Group
Switzerland
$296K -$32.5K -3,459 -10%
BFM
14
Broadview Financial Management
Wisconsin
$276K – – –
LCM
15
Landscape Capital Management
New Jersey
$168K -$151K -16,074 -47%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$164K – – –
Wells Fargo
17
Wells Fargo
California
$164K +$127K +13,544 +345%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$132K – – –
WAM
19
Wolverine Asset Management
Illinois
$128K -$308K -32,968 -71%
DAS
20
Dynamic Advisor Solutions
Arizona
$127K +$9.43K +1,000 +8%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$124K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K – – –
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$47K – – –
WB
24
Webster Bank
Connecticut
$42K – – –
FHA
25
First Horizon Advisors
Tennessee
$29K – – –
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