CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $19.3M invested in MFS Investment Grade Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$2.47M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$705K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$103K
4
Wells Fargo
Wells Fargo
California
$873K
5
QWM
QP Wealth Management
New Jersey
$291K

Top Sellers

1
KIM
Karpus Investment Management
New York
$3.29M
2
KAS
Kestra Advisory Services
Texas
$484K
3
ACA
Ackerman Capital Advisors
Texas
$279K
4
WAM
Wolverine Asset Management
Illinois
$92K
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.29M -$2.7M -274,845 -45%
RCM
2
Rivernorth Capital Management
Florida
$2.47M +$2.47M +251,909 New
RCM
3
Robinson Capital Management
Michigan
$1.36M -$5.07K -516 -0.4%
AAM
4
Advisors Asset Management
Colorado
$1.34M -$21.9K -2,234 -2%
UBS Group
5
UBS Group
Switzerland
$1.29M +$1.42K +145 +0.1%
1CP
6
1607 Capital Partners
Virginia
$1.21M -$6.87K -700 -0.6%
Wells Fargo
7
Wells Fargo
California
$873K +$96.3K +9,807 +12%
Morgan Stanley
8
Morgan Stanley
New York
$732K +$4.55K +464 +0.6%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$705K +$122K +12,382 +21%
Bank of America
10
Bank of America
North Carolina
$604K -$177K -17,998 -23%
Osaic Holdings
11
Osaic Holdings
Arizona
$603K +$23.4K +2,385 +4%
RJA
12
Raymond James & Associates
Florida
$547K +$265 +27 +0%
KAS
13
Kestra Advisory Services
Texas
$484K -$346K -35,244 -42%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$427K – – –
CIA
15
Capital Investment Advisors
Georgia
$327K +$53.9K +5,500 +20%
BFM
16
Broadview Financial Management
Wisconsin
$313K +$4.44K +453 +1%
DWM
17
Dakota Wealth Management
Florida
$298K -$68.7K -7,000 -19%
QWM
18
QP Wealth Management
New Jersey
$291K +$64.7K +6,592 +29%
BA
19
Bridgewater Advisors
New York
$288K +$288K +28,954 New
ACA
20
Ackerman Capital Advisors
Texas
$279K -$231K -23,581 -45%
LPL Financial
21
LPL Financial
California
$255K +$21.9K +2,234 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$230K -$7.85K -800 -3%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$217K – – –
DWM
24
Denver Wealth Management
Colorado
$132K +$132K +15,459 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$129K – – –
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