CXH

MFS Investment Grade Municipal Trust

32 hedge funds and large institutions have $23M invested in MFS Investment Grade Municipal Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.8M -$472K -47,509 -4%
RCM
2
Robinson Capital Management
Michigan
$2.25M +$23.4K +2,350 +1%
AAM
3
Advisors Asset Management
Colorado
$1.59M +$214K +21,497 +16%
1CP
4
1607 Capital Partners
Virginia
$1.27M
Wells Fargo
5
Wells Fargo
California
$940K +$682K +68,681 +265%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$848K -$139K -13,956 -14%
Morgan Stanley
7
Morgan Stanley
New York
$768K -$123K -12,378 -14%
Bank of America
8
Bank of America
North Carolina
$656K -$89.4K -9,003 -12%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$642K -$62K -6,236 -9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$464K +$1.46K +147 +0.3%
RJA
11
Raymond James & Associates
Florida
$440K -$144K -14,479 -25%
DWM
12
Dakota Wealth Management
Florida
$349K
UBS Group
13
UBS Group
Switzerland
$302K -$27.2K -2,744 -8%
BFM
14
Broadview Financial Management
Wisconsin
$295K +$3.13K +315 +1%
SIA
15
Sit Investment Associates
Minnesota
$249K -$99.3K -10,000 -29%
ACA
16
Ackerman Capital Advisors
Texas
$229K +$51.3K +5,169 +29%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$173K
DAS
18
Dynamic Advisor Solutions
Arizona
$134K
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$131K
Ameriprise
20
Ameriprise
Minnesota
$128K +$25.6K +2,567 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$69K +$15.9K +1,600 +30%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$50K
WB
23
Webster Bank
Connecticut
$45K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$45K +$16.6K +1,675 +58%
FHA
25
First Horizon Advisors
Tennessee
$31K