CXH

MFS Investment Grade Municipal Trust

38 hedge funds and large institutions have $22.4M invested in MFS Investment Grade Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$3.98M -$2.93M -387,254 -42%
AC
2
Almitas Capital
California
$3.72M -$384K -50,687 -9%
BI
3
Bulldog Investors
New Jersey
$2.95M +$658K +86,927 +29%
RCM
4
Rivernorth Capital Management
Florida
$1.7M +$166K +21,993 +11%
IA
5
Icon Advisers
Colorado
$1.52M +$1.52M +200,455 New
Morgan Stanley
6
Morgan Stanley
New York
$1.21M +$498K +65,736 +70%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$851K +$317K +41,814 +59%
MC
8
Matisse Capital
Oregon
$658K -$202K -26,723 -24%
LSC
9
Logan Stone Capital
Illinois
$611K -$582K -76,864 -49%
MWM
10
Melfa Wealth Management
Massachusetts
$505K +$11.1K +1,526 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$504K -$16.9K -2,227 -3%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$488K +$106K +14,056 +28%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$461K +$39.5K +5,223 +9%
MC
14
Moors & Cabot
Massachusetts
$454K +$37.9K +5,000 +9%
RIL
15
Rothschild Investment LLC
Illinois
$361K +$361K +47,681 New
CIA
16
Capital Investment Advisors
Georgia
$321K -$40.8K -5,390 -11%
Wells Fargo
17
Wells Fargo
California
$285K -$24.1K -3,180 -8%
RCM
18
Robinson Capital Management
Michigan
$251K -$77.2K -10,234 -24%
RJA
19
Raymond James & Associates
Florida
$210K -$41.3K -5,456 -16%
Bank of America
20
Bank of America
North Carolina
$197K +$16.7K +2,200 +9%
UBS Group
21
UBS Group
Switzerland
$174K -$3.39K -448 -2%
LCM
22
Landscape Capital Management
New Jersey
$156K +$156K +20,592 New
SOA
23
Sea Otter Advisors
Florida
$125K +$108K +14,331 +668%
FAG
24
Fortitude Advisory Group
Washington
$120K -$23.5K -3,105 -16%
FPCP
25
Fort Point Capital Partners
California
$98.7K -$49.7K -6,566 -33%