CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

43 hedge funds and large institutions have $16.6M invested in MFS Investment Grade Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.25M
2
BI
2
Bulldog Investors
New Jersey
$562K
3
MC
3
Matisse Capital
Oregon
$361K
4
MC
4
Moors & Cabot
Massachusetts
$248K
5
LSC
5
Logan Stone Capital
Illinois
$170K

Top Sellers

1
AP
1
Americana Partners
Texas
$162K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$532K
4
LPL Financial
4
LPL Financial
California
$546K
5
RCM
5
Robinson Capital Management
Michigan
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$3.25M +$998K +116,834 +44%
KIM
2
Karpus Investment Management
New York
$2.59M -$59.6K -6,984 -2%
RCM
3
Robinson Capital Management
Michigan
$1.17M -$73.1K -8,542 -6%
1CP
4
1607 Capital Partners
Virginia
$912K – – –
Bank of America
5
Bank of America
North Carolina
$669K +$165K +19,364 +33%
Morgan Stanley
6
Morgan Stanley
New York
$645K +$28.5K +3,332 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$588K +$17.4K +2,036 +3%
BI
8
Bulldog Investors
New Jersey
$562K +$562K +65,782 New
LPL Financial
9
LPL Financial
California
$546K -$80.7K -9,445 -13%
Wells Fargo
10
Wells Fargo
California
$532K -$209K -24,511 -28%
ACA
11
Ackerman Capital Advisors
Texas
$469K +$90.4K +10,591 +24%
UBS Group
12
UBS Group
Switzerland
$383K -$44.7K -5,235 -10%
CIA
13
Capital Investment Advisors
Georgia
$377K +$10.7K +1,255 +3%
MC
14
Matisse Capital
Oregon
$361K +$361K +42,294 New
QWM
15
QP Wealth Management
New Jersey
$348K +$12.8K +1,500 +4%
BFM
16
Broadview Financial Management
Wisconsin
$286K +$4.66K +545 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$282K +$86 +10 +0%
MC
18
Moors & Cabot
Massachusetts
$248K +$248K +29,000 New
BA
19
Bridgewater Advisors
New York
$247K – – –
DWM
20
Dakota Wealth Management
Florida
$244K -$15.6K -1,825 -6%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$189K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$183K – – –
DWM
23
Drive Wealth Management
Utah
$183K +$28.7K +3,356 +19%
LSC
24
Logan Stone Capital
Illinois
$170K +$170K +19,902 New
AP
25
Americana Partners
Texas
$162K -$1.04M -122,500 -87%
1
2