CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $21.7M invested in MFS Investment Grade Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
$3.47M
2
IA
Icon Advisers
Colorado
$1.92M
3
WAM
Wolverine Asset Management
Illinois
$283K
4
FPCP
Fort Point Capital Partners
California
$267K
5
LSC
Logan Stone Capital
Illinois
$779K

Top Sellers

1
SCM
Saba Capital Management
New York
$2.95M
2
Morgan Stanley
Morgan Stanley
New York
$608K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
4
MC
Moors & Cabot
Massachusetts
$152K
5
SOA
Sea Otter Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Almitas Capital
California
$3.75M – – –
BI
2
Bulldog Investors
New Jersey
$3.47M +$503K +65,991 +17%
SCM
3
Saba Capital Management
New York
$2.95M -$1.05M -138,025 -26%
IA
4
Icon Advisers
Colorado
$1.92M +$395K +52,106 +26%
RCM
5
Rivernorth Capital Management
Florida
$1.74M +$36.8K +4,829 +2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$845K -$12K -1,571 -1%
LSC
7
Logan Stone Capital
Illinois
$779K +$163K +21,437 +27%
MC
8
Matisse Capital
Oregon
$662K – – –
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$653K +$162K +21,259 +33%
Morgan Stanley
10
Morgan Stanley
New York
$608K -$613K -80,478 -50%
Osaic Holdings
11
Osaic Holdings
Arizona
$513K +$4.83K +634 +1%
MWM
12
Melfa Wealth Management
Massachusetts
$508K -$20.5K -2,696 -4%
Wells Fargo
13
Wells Fargo
California
$419K +$132K +17,319 +46%
RIL
14
Rothschild Investment LLC
Illinois
$363K – – –
CIA
15
Capital Investment Advisors
Georgia
$323K – – –
WAM
16
Wolverine Asset Management
Illinois
$283K +$241K +31,689 +579%
FPCP
17
Fort Point Capital Partners
California
$267K +$168K +22,057 +169%
RJA
18
Raymond James & Associates
Florida
$211K +$191 +25 +0.1%
Bank of America
19
Bank of America
North Carolina
$184K -$14.9K -1,958 -8%
RCM
20
Robinson Capital Management
Michigan
$169K -$77.8K -10,513 -32%
LCM
21
Landscape Capital Management
New Jersey
$165K +$8.03K +1,054 +5%
MC
22
Moors & Cabot
Massachusetts
$152K -$305K -40,000 -67%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$138K +$53.4K +7,007 +63%
FAG
24
Fortitude Advisory Group
Washington
$120K – – –
UBS Group
25
UBS Group
Switzerland
$119K -$55.7K -7,314 -32%
1
2