CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

43 hedge funds and large institutions have $15.8M invested in MFS Investment Grade Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Americana Partners
Texas
$967K
2
MIG
2
Mariner Investment Group
New York
$332K
3
WAM
3
Wolverine Asset Management
Illinois
$231K
4
BI
4
Bulldog Investors
New Jersey
$679K
5
RCM
5
Rivernorth Capital Management
Florida
$3.05M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.84M
2
BFM
2
Broadview Financial Management
Wisconsin
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$465K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$3.05M +$166K +21,896 +6%
KIM
2
Karpus Investment Management
New York
$1.84M -$456K -60,102 -20%
RCM
3
Robinson Capital Management
Michigan
$1.09M +$31K +4,008 +3%
AP
4
Americana Partners
Texas
$967K +$822K +108,050 +568%
1CP
5
1607 Capital Partners
Virginia
$809K – – –
BI
6
Bulldog Investors
New Jersey
$679K +$180K +23,805 +36%
Morgan Stanley
7
Morgan Stanley
New York
$642K +$69.1K +9,106 +12%
ACA
8
Ackerman Capital Advisors
Texas
$581K +$165K +21,761 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$467K -$54.8K -7,229 -11%
Bank of America
10
Bank of America
North Carolina
$465K -$128K -16,928 -22%
Wells Fargo
11
Wells Fargo
California
$439K -$33.6K -4,431 -7%
MC
12
Matisse Capital
Oregon
$430K +$110K +14,451 +34%
LPL Financial
13
LPL Financial
California
$409K -$74.9K -9,899 -15%
CIA
14
Capital Investment Advisors
Georgia
$391K +$56.8K +7,500 +17%
UBS Group
15
UBS Group
Switzerland
$370K +$29.7K +3,905 +9%
MIG
16
Mariner Investment Group
New York
$332K +$332K +43,817 New
LSC
17
Logan Stone Capital
Illinois
$283K +$132K +17,412 +87%
QWM
18
QP Wealth Management
New Jersey
$263K -$45.4K -6,000 -15%
WAM
19
Wolverine Asset Management
Illinois
$231K +$231K +30,481 New
MC
20
Moors & Cabot
Massachusetts
$227K +$7.57K +1,000 +3%
BA
21
Bridgewater Advisors
New York
$219K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$217K -$27.1K -3,656 -11%
DWM
23
Dakota Wealth Management
Florida
$216K – – –
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$168K – – –
DWM
25
Drive Wealth Management
Utah
$156K -$6.37K -841 -4%
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