CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $19.4M invested in MFS Investment Grade Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
$2.45M
2
SCM
Saba Capital Management
New York
$6.57M
3
BI
Bulldog Investors
New Jersey
$655K
4
BA
Bridgewater Advisors
New York
$201K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$112K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$395K
2
AP
Americana Partners
Texas
$256K
3
MIG
Mariner Investment Group
New York
$0
4
ACA
Ackerman Capital Advisors
Texas
$0
5
MC
Moors & Cabot
Massachusetts
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$6.57M +$767K +103,812 +13%
AC
2
Almitas Capital
California
$2.45M +$1.55M +210,154 +174%
LSC
3
Logan Stone Capital
Illinois
$1.08M +$10.7K +1,443 +1%
1CP
4
1607 Capital Partners
Virginia
$974K – – –
RCM
5
Robinson Capital Management
Michigan
$968K – – –
MC
6
Matisse Capital
Oregon
$840K – – –
BI
7
Bulldog Investors
New Jersey
$655K +$207K +28,029 +46%
Morgan Stanley
8
Morgan Stanley
New York
$602K -$67.6K -9,144 -10%
MWM
9
Melfa Wealth Management
Massachusetts
$502K -$92.6K -12,527 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$453K +$4.43K +600 +1%
Bank of America
11
Bank of America
North Carolina
$420K -$73.9K -10,000 -15%
MC
12
Moors & Cabot
Massachusetts
$406K -$277K -37,500 -41%
RCM
13
Rivernorth Capital Management
Florida
$395K -$827K -111,899 -68%
CIA
14
Capital Investment Advisors
Georgia
$353K +$65.1K +8,808 +23%
Wells Fargo
15
Wells Fargo
California
$345K -$4.42K -598 -1%
KIM
16
Karpus Investment Management
New York
$307K -$94.1K -12,736 -23%
RJA
17
Raymond James & Associates
Florida
$281K +$18.8K +2,545 +7%
AP
18
Americana Partners
Texas
$256K -$592K -80,050 -70%
AW
19
Atlas Wealth
Ohio
$224K -$47.7K -6,451 -18%
UBS Group
20
UBS Group
Switzerland
$221K -$38.3K -5,182 -15%
LPL Financial
21
LPL Financial
California
$204K -$28.6K -3,867 -12%
BA
22
Bridgewater Advisors
New York
$201K +$201K +27,216 New
FAG
23
Fortitude Advisory Group
Washington
$135K – – –
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$112K +$112K +15,131 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$101K -$62.8K -8,454 -38%
1
2