CXH

MFS Investment Grade Municipal Trust

35 hedge funds and large institutions have $16.4M invested in MFS Investment Grade Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$6.1M -$167K -17,795 -3%
AAM
2
Advisors Asset Management
Colorado
$1.39M -$436K -46,438 -24%
1CP
3
1607 Capital Partners
Virginia
$1.1M -$82.6K -8,788 -7%
UBS Group
4
UBS Group
Switzerland
$1.09M +$242K +25,810 +29%
Morgan Stanley
5
Morgan Stanley
New York
$663K -$13.3K -1,412 -2%
Wells Fargo
6
Wells Fargo
California
$654K -$87.4K -9,312 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$571K +$141K +15,037 +33%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$524K +$69.8K +7,429 +15%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$509K -$162K -17,781 -24%
KAS
10
Kestra Advisory Services
Texas
$457K +$457K +48,641 New
RJA
11
Raymond James & Associates
Florida
$413K -$195K -20,806 -32%
DWM
12
Dakota Wealth Management
Florida
$351K -$23.4K -2,487 -6%
BFM
13
Broadview Financial Management
Wisconsin
$292K +$3.44K +366 +1%
Bank of America
14
Bank of America
North Carolina
$264K -$75.1K -8,000 -22%
CIA
15
Capital Investment Advisors
Georgia
$262K +$50.8K +5,400 +24%
QWM
16
QP Wealth Management
New Jersey
$243K +$14.1K +1,503 +6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$226K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$224K +$7.51K +800 +3%
LPL Financial
19
LPL Financial
California
$205K +$273 +29 +0.1%
CRC
20
Curi RMB Capital
Illinois
$157K +$157K +16,700 New
DAS
21
Dynamic Advisor Solutions
Arizona
$143K +$4.68K +500 +3%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$124K
ACA
23
Ackerman Capital Advisors
Texas
$114K +$114K +12,106 New
Ameriprise
24
Ameriprise
Minnesota
$99K -$1.32K -141 -1%
WAM
25
Wolverine Asset Management
Illinois
$67K +$67K +7,193 New