CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $20.1M invested in MFS Investment Grade Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$1.36M
2
Bank of America
Bank of America
North Carolina
$779K
3
ACA
Ackerman Capital Advisors
Texas
$510K
4
KAS
Kestra Advisory Services
Texas
$825K
5
WAM
Wolverine Asset Management
Illinois
$310K

Top Sellers

1
KIM
Karpus Investment Management
New York
$5.98M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$426K
4
AAM
Advisors Asset Management
Colorado
$1.36M
5
QWM
QP Wealth Management
New Jersey
$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$5.98M -$385K -39,272 -6%
AAM
2
Advisors Asset Management
Colorado
$1.36M -$86.5K -8,825 -6%
RCM
3
Robinson Capital Management
Michigan
$1.36M +$1.36M +138,615 New
UBS Group
4
UBS Group
Switzerland
$1.28M +$147K +14,999 +13%
1CP
5
1607 Capital Partners
Virginia
$1.21M +$61.3K +6,250 +5%
KAS
6
Kestra Advisory Services
Texas
$825K +$350K +35,929 +74%
Bank of America
7
Bank of America
North Carolina
$779K +$503K +51,394 +183%
Wells Fargo
8
Wells Fargo
California
$776K +$92.9K +9,470 +14%
Morgan Stanley
9
Morgan Stanley
New York
$727K +$34.5K +3,523 +5%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$583K +$35.1K +3,577 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$580K -$16K -1,633 -3%
RJA
12
Raymond James & Associates
Florida
$546K +$115K +11,744 +27%
ACA
13
Ackerman Capital Advisors
Texas
$510K +$391K +39,932 +330%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$426K -$120K -12,299 -22%
DWM
15
Dakota Wealth Management
Florida
$366K – – –
WAM
16
Wolverine Asset Management
Illinois
$310K +$240K +24,448 +340%
BFM
17
Broadview Financial Management
Wisconsin
$308K +$3.68K +376 +1%
CIA
18
Capital Investment Advisors
Georgia
$273K – – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$238K +$3.93K +400 +2%
LPL Financial
20
LPL Financial
California
$233K +$19.5K +1,993 +9%
QWM
21
QP Wealth Management
New Jersey
$226K -$27.4K -2,797 -11%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$217K – – –
CRC
23
Curi RMB Capital
Illinois
$213K +$49.3K +5,024 +30%
DAS
24
Dynamic Advisor Solutions
Arizona
$155K +$5.33K +544 +4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$129K – – –
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