CXH

MFS Investment Grade Municipal Trust

35 hedge funds and large institutions have $17.1M invested in MFS Investment Grade Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$6.67M -$1.87M -204,197 -22%
AAM
2
Advisors Asset Management
Colorado
$1.8M +$231K +25,240 +15%
1CP
3
1607 Capital Partners
Virginia
$1.16M -$14.7K -1,600 -1%
Morgan Stanley
4
Morgan Stanley
New York
$966K -$56.2K -6,131 -6%
UBS Group
5
UBS Group
Switzerland
$922K +$43.7K +4,764 +5%
Bank of America
6
Bank of America
North Carolina
$705K +$114K +12,384 +19%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$652K +$27.9K +3,043 +4%
Wells Fargo
8
Wells Fargo
California
$648K -$27.5K -3,003 -4%
RJA
9
Raymond James & Associates
Florida
$547K +$212K +23,096 +63%
Osaic Holdings
10
Osaic Holdings
Arizona
$469K +$469K +51,272 New
DWM
11
Dakota Wealth Management
Florida
$382K +$88.3K +9,632 +30%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$333K +$271K +29,559 +435%
BFM
13
Broadview Financial Management
Wisconsin
$279K +$3.6K +392 +1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$221K -$349K -37,930 -61%
QWM
15
QP Wealth Management
New Jersey
$217K +$29.9K +3,350 +16%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$203K -$366K -40,000 -64%
LPL Financial
17
LPL Financial
California
$191K +$191K +20,843 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$137K -$22.9K -2,500 -14%
DAS
19
Dynamic Advisor Solutions
Arizona
$135K +$17.3K +1,895 +15%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$121K
Ameriprise
21
Ameriprise
Minnesota
$105K -$2.63K -287 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$64K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$46K
WB
24
Webster Bank
Connecticut
$41K
SIA
25
Sit Investment Associates
Minnesota
$36K -$174K -19,227 -83%