CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$1.26M
2
RCM
2
Rivernorth Capital Management
Florida
$2.7M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$521K
4
WA
4
Whitebox Advisors
Minnesota
$384K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$236K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$1.84M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
MC
3
Moors & Cabot
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$284K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Almitas Capital
California
$3.77M -$115K -14,500 -3%
BI
2
Bulldog Investors
New Jersey
$3.55M -$54K -6,840 -2%
RCM
3
Rivernorth Capital Management
Florida
$2.7M +$893K +113,004 +49%
IA
4
Icon Advisers
Colorado
$1.88M -$99K -12,608 -5%
SCM
5
Saba Capital Management
New York
$1.84M -$1.22M -154,892 -40%
SIA
6
Sit Investment Associates
Minnesota
$1.26M +$1.26M +159,686 New
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$870K -$5.36K -679 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$716K +$86.1K +10,899 +14%
LSC
9
Logan Stone Capital
Illinois
$699K -$109K -13,739 -13%
MC
10
Matisse Capital
Oregon
$687K – – –
MWM
11
Melfa Wealth Management
Massachusetts
$619K +$91.9K +11,630 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$598K +$67.1K +8,498 +13%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$550K -$127K -16,073 -19%
GCWM
14
Graham Capital Wealth Management
District of Columbia
$521K +$521K +65,918 New
WA
15
Whitebox Advisors
Minnesota
$384K +$384K +48,661 New
RIL
16
Rothschild Investment LLC
Illinois
$377K – – –
FPCP
17
Fort Point Capital Partners
California
$311K +$34.2K +4,330 +12%
WAM
18
Wolverine Asset Management
Illinois
$293K -$648 -82 -0.2%
Wells Fargo
19
Wells Fargo
California
$284K -$150K -19,000 -35%
CIA
20
Capital Investment Advisors
Georgia
$276K -$59.3K -7,500 -18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$236K +$236K +29,861 New
RJA
22
Raymond James & Associates
Florida
$219K +$213 +27 +0.1%
FAG
23
Fortitude Advisory Group
Washington
$125K – – –
UBS Group
24
UBS Group
Switzerland
$123K -$853 -108 -0.7%
Bank of America
25
Bank of America
North Carolina
$111K -$79K -10,000 -42%
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