CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $22.9M invested in MFS Investment Grade Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$2.14M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$499K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$356K
4
RCM
4
Robinson Capital Management
Michigan
$302K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$394K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$169K
2
BA
2
Bridgewater Advisors
New York
$0
3
AP
3
Americana Partners
Texas
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.49K
5
LPL Financial
5
LPL Financial
California
$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$6.45M +$24.4K +3,446 +0.4%
AC
2
Almitas Capital
California
$3.84M +$207K +29,301 +6%
BI
3
Bulldog Investors
New Jersey
$2.14M +$1.08M +153,067 +102%
RCM
4
Rivernorth Capital Management
Florida
$1.43M +$55K +7,774 +4%
LSC
5
Logan Stone Capital
Illinois
$1.11M +$18.9K +2,679 +2%
1CP
6
1607 Capital Partners
Virginia
$931K – – –
MC
7
Matisse Capital
Oregon
$804K – – –
Morgan Stanley
8
Morgan Stanley
New York
$668K +$19.8K +2,804 +3%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$499K +$499K +70,616 New
Osaic Holdings
10
Osaic Holdings
Arizona
$487K +$61.8K +8,737 +15%
MWM
11
Melfa Wealth Management
Massachusetts
$480K +$41.1K +5,819 +9%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$394K +$243K +34,393 +162%
MC
13
Moors & Cabot
Massachusetts
$389K – – –
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$356K +$350K +49,549 +5,899%
CIA
15
Capital Investment Advisors
Georgia
$338K – – –
RCM
16
Robinson Capital Management
Michigan
$302K +$302K +43,526 New
KIM
17
Karpus Investment Management
New York
$294K – – –
Wells Fargo
18
Wells Fargo
California
$289K – – –
RJA
19
Raymond James & Associates
Florida
$234K -$21K -2,977 -8%
AW
20
Atlas Wealth
Ohio
$193K +$8.72K +1,234 +5%
Bank of America
21
Bank of America
North Carolina
$169K -$222K -31,346 -57%
UBS Group
22
UBS Group
Switzerland
$166K +$3.86K +546 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$146K +$146K +20,583 New
LPL Financial
24
LPL Financial
California
$142K -$27.5K -3,896 -16%
FPCP
25
Fort Point Capital Partners
California
$139K +$139K +19,601 New
1
2