CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

35 hedge funds and large institutions have $21.3M invested in MFS Investment Grade Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$3.91M
2
RCM
2
Rivernorth Capital Management
Florida
$1.43M
3
BI
3
Bulldog Investors
New Jersey
$1.1M
4
SCM
4
Saba Capital Management
New York
$6.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$674K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
AP
2
Americana Partners
Texas
$188K
3
UBS Group
3
UBS Group
Switzerland
$168K
4
Wells Fargo
4
Wells Fargo
California
$300K
5
MWM
5
Melfa Wealth Management
Massachusetts
$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$6.69M +$155K +21,087 +2%
AC
2
Almitas Capital
California
$3.91M +$1.39M +182,138 +55%
RCM
3
Rivernorth Capital Management
Florida
$1.43M +$1.04M +140,979 +264%
LSC
4
Logan Stone Capital
Illinois
$1.14M +$62K +8,426 +6%
BI
5
Bulldog Investors
New Jersey
$1.1M +$450K +61,236 +69%
1CP
6
1607 Capital Partners
Virginia
$969K – – –
MC
7
Matisse Capital
Oregon
$836K – – –
Morgan Stanley
8
Morgan Stanley
New York
$674K +$75K +10,191 +13%
MWM
9
Melfa Wealth Management
Massachusetts
$457K -$42.6K -5,792 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$442K -$9.07K -1,233 -2%
Bank of America
11
Bank of America
North Carolina
$406K -$11.7K -1,594 -3%
MC
12
Moors & Cabot
Massachusetts
$405K – – –
CIA
13
Capital Investment Advisors
Georgia
$351K – – –
KIM
14
Karpus Investment Management
New York
$305K – – –
Wells Fargo
15
Wells Fargo
California
$300K -$42.9K -5,836 -13%
RJA
16
Raymond James & Associates
Florida
$266K -$14.5K -1,976 -5%
BA
17
Bridgewater Advisors
New York
$200K – – –
AW
18
Atlas Wealth
Ohio
$193K -$32K -4,309 -14%
AP
19
Americana Partners
Texas
$188K -$66.8K -9,080 -26%
LPL Financial
20
LPL Financial
California
$176K -$26.9K -3,652 -13%
UBS Group
21
UBS Group
Switzerland
$168K -$51.5K -7,006 -23%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$157K +$45.2K +6,147 +41%
FAG
23
Fortitude Advisory Group
Washington
$134K – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$100K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$80K -$6.84K -926 -8%
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