CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$220K
2
Bank of America
2
Bank of America
North Carolina
$751K
3
CIA
3
Capital Investment Advisors
Georgia
$441K
4
RCM
4
Robinson Capital Management
Michigan
$1.5M
5
QWM
5
QP Wealth Management
New Jersey
$373K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$900K
2
RJA
2
Raymond James & Associates
Florida
$234K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$125K
4
UBS Group
4
UBS Group
Switzerland
$1.28M
5
WB
5
Webster Bank
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.42M -$26.7K -2,602 -0.8%
RCM
2
Rivernorth Capital Management
Florida
$2.59M – – –
RCM
3
Robinson Capital Management
Michigan
$1.5M +$79.4K +7,707 +6%
UBS Group
4
UBS Group
Switzerland
$1.28M -$63K -6,126 -5%
1CP
5
1607 Capital Partners
Virginia
$1.26M – – –
AAM
6
Advisors Asset Management
Colorado
$900K -$504K -49,011 -36%
Wells Fargo
7
Wells Fargo
California
$877K -$37.3K -3,624 -4%
Morgan Stanley
8
Morgan Stanley
New York
$795K +$27.6K +2,688 +4%
Bank of America
9
Bank of America
North Carolina
$751K +$119K +11,582 +19%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$744K +$5.96K +580 +0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$633K – – –
KAS
12
Kestra Advisory Services
Texas
$510K +$2.99K +291 +0.6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$479K +$31.8K +3,092 +7%
CIA
14
Capital Investment Advisors
Georgia
$441K +$97.9K +9,515 +29%
QWM
15
QP Wealth Management
New Jersey
$373K +$68.5K +6,675 +23%
BFM
16
Broadview Financial Management
Wisconsin
$332K +$3.66K +356 +1%
ACA
17
Ackerman Capital Advisors
Texas
$317K +$24.5K +2,386 +8%
DWM
18
Dakota Wealth Management
Florida
$312K – – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$303K +$61.8K +6,012 +26%
BA
20
Bridgewater Advisors
New York
$298K – – –
LPL Financial
21
LPL Financial
California
$268K +$350 +34 +0.1%
RJA
22
Raymond James & Associates
Florida
$234K -$338K -32,947 -59%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$220K +$220K +21,377 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$135K – – –
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$125K -$104K -10,050 -45%
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