CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

36 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$1.22M
2
RCM
Robinson Capital Management
Michigan
$2.16M
3
SCM
Saba Capital Management
New York
$124K
4
Bank of America
Bank of America
North Carolina
$718K
5
Ameriprise
Ameriprise
Minnesota
$98K

Top Sellers

1
KIM
Karpus Investment Management
New York
$10.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$678K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$930K
4
Morgan Stanley
Morgan Stanley
New York
$858K
5
DWM
Dakota Wealth Management
Florida
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.9M -$93.7K -9,795 -0.9%
RCM
2
Robinson Capital Management
Michigan
$2.16M +$316K +32,712 +17%
AAM
3
Advisors Asset Management
Colorado
$1.32M +$50.8K +5,309 +4%
1CP
4
1607 Capital Partners
Virginia
$1.22M +$351K +36,701 +40%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$951K +$25.5K +2,667 +3%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$930K -$47.9K -5,000 -5%
Morgan Stanley
7
Morgan Stanley
New York
$858K -$46.4K -4,845 -5%
Bank of America
8
Bank of America
North Carolina
$718K +$118K +12,350 +20%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$678K -$85.2K -8,895 -11%
RJA
10
Raymond James & Associates
Florida
$562K +$68.6K +7,167 +14%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$447K +$4.92K +513 +1%
DWM
12
Dakota Wealth Management
Florida
$337K -$38K -3,967 -10%
SIA
13
Sit Investment Associates
Minnesota
$336K – – –
UBS Group
14
UBS Group
Switzerland
$317K +$15.9K +1,660 +5%
BFM
15
Broadview Financial Management
Wisconsin
$281K – – –
Wells Fargo
16
Wells Fargo
California
$248K +$81K +8,471 +48%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$167K – – –
WAM
18
Wolverine Asset Management
Illinois
$151K +$20.4K +2,142 +16%
LCM
19
Landscape Capital Management
New Jersey
$143K -$28.8K -3,000 -17%
DAS
20
Dynamic Advisor Solutions
Arizona
$129K – – –
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$126K – – –
SCM
22
Saba Capital Management
New York
$124K +$124K +12,906 New
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$122K -$12.4K -1,300 -9%
Ameriprise
24
Ameriprise
Minnesota
$98K +$98K +10,279 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$51K – – –
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