CXH

MFS Investment Grade Municipal Trust

31 hedge funds and large institutions have $16.7M invested in MFS Investment Grade Municipal Trust in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
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
$6.29M -$572K -60,585 -8%
AAM
2
Advisors Asset Management
Colorado
$1.83M -$16K -1,693 -0.9%
1CP
3
1607 Capital Partners
Virginia
$1.19M
UBS Group
4
UBS Group
Switzerland
$850K -$98.9K -10,487 -10%
Wells Fargo
5
Wells Fargo
California
$745K +$78.1K +8,282 +12%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$720K +$24.5K +2,505 +4%
Morgan Stanley
7
Morgan Stanley
New York
$680K -$314K -33,295 -32%
RJA
8
Raymond James & Associates
Florida
$611K +$48.2K +5,107 +9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$456K +$113K +11,993 +33%
Osaic Holdings
10
Osaic Holdings
Arizona
$432K -$51.8K -5,493 -11%
DWM
11
Dakota Wealth Management
Florida
$375K -$17.2K -1,825 -4%
Bank of America
12
Bank of America
North Carolina
$341K -$384K -40,698 -53%
BFM
13
Broadview Financial Management
Wisconsin
$290K +$3.25K +344 +1%
QWM
14
QP Wealth Management
New Jersey
$230K +$19 +2 +0%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$227K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$218K +$76.6K +8,100 +54%
CIA
17
Capital Investment Advisors
Georgia
$212K +$212K +22,467 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$209K
LPL Financial
19
LPL Financial
California
$206K +$8.87K +938 +5%
DAS
20
Dynamic Advisor Solutions
Arizona
$139K
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$124K
Ameriprise
22
Ameriprise
Minnesota
$101K -$7.2K -764 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$65K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$47K
WB
25
Webster Bank
Connecticut
$42K