CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

40 hedge funds and large institutions have $22.1M invested in MFS Investment Grade Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$936K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$607K
3
Morgan Stanley
Morgan Stanley
New York
$1.09M
4
ACA
Ackerman Capital Advisors
Texas
$388K
5
CIA
Capital Investment Advisors
Georgia
$150K

Top Sellers

1
KIM
Karpus Investment Management
New York
$9.1M
2
RCM
Robinson Capital Management
Michigan
$1.32M
3
Wells Fargo
Wells Fargo
California
$720K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$665K
5
RJA
Raymond James & Associates
Florida
$357K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$9.1M -$1.56M -159,553 -15%
AAM
2
Advisors Asset Management
Colorado
$1.67M +$105K +10,791 +7%
RCM
3
Robinson Capital Management
Michigan
$1.32M -$894K -91,535 -40%
1CP
4
1607 Capital Partners
Virginia
$1.25M – – –
Morgan Stanley
5
Morgan Stanley
New York
$1.09M +$334K +34,176 +44%
UBS Group
6
UBS Group
Switzerland
$936K +$639K +65,372 +215%
Wells Fargo
7
Wells Fargo
California
$720K -$205K -20,939 -22%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$665K -$169K -17,303 -20%
Bank of America
9
Bank of America
North Carolina
$629K -$15.7K -1,604 -2%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$607K +$607K +62,170 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$605K -$26K -2,659 -4%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$576K +$120K +12,250 +26%
ACA
13
Ackerman Capital Advisors
Texas
$388K +$162K +16,602 +72%
RJA
14
Raymond James & Associates
Florida
$357K -$75.2K -7,703 -17%
DWM
15
Dakota Wealth Management
Florida
$312K -$30.5K -3,126 -9%
BFM
16
Broadview Financial Management
Wisconsin
$293K +$3.08K +315 +1%
SIA
17
Sit Investment Associates
Minnesota
$227K -$18.3K -1,870 -7%
QWM
18
QP Wealth Management
New Jersey
$211K +$211K +21,000 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$170K – – –
CIA
20
Capital Investment Advisors
Georgia
$150K +$150K +15,401 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$128K – – –
DAS
22
Dynamic Advisor Solutions
Arizona
$126K -$5.87K -600 -4%
Ameriprise
23
Ameriprise
Minnesota
$115K -$10.6K -1,081 -8%
XF
24
XML Financial
Maryland
$106K +$106K +10,835 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$68K – – –
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