CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

33 hedge funds and large institutions have $23.6M invested in MFS Investment Grade Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.06M
2
RCM
2
Rivernorth Capital Management
Florida
$3.31M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$405K
4
RJA
4
Raymond James & Associates
Florida
$298K
5
Bank of America
5
Bank of America
North Carolina
$133K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
LSC
2
Logan Stone Capital
Illinois
$0
3
FPCP
3
Fort Point Capital Partners
California
$0
4
WAM
4
Wolverine Asset Management
Illinois
$57.3K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Almitas Capital
California
$3.92M – – –
BI
2
Bulldog Investors
New Jersey
$3.7M – – –
RCM
3
Rivernorth Capital Management
Florida
$3.31M +$498K +60,569 +18%
SIA
4
Sit Investment Associates
Minnesota
$3.06M +$1.75M +213,074 +133%
IA
5
Icon Advisers
Colorado
$1.94M -$28.2K -3,435 -1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$897K -$8.7K -1,058 -1%
Morgan Stanley
7
Morgan Stanley
New York
$750K +$5.52K +672 +0.7%
MC
8
Matisse Capital
Oregon
$715K – – –
MWM
9
Melfa Wealth Management
Massachusetts
$644K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$605K -$17.5K -2,128 -3%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$585K +$12.3K +1,492 +2%
GCWM
12
Graham Capital Wealth Management
District of Columbia
$536K -$6.27K -763 -1%
WA
13
Whitebox Advisors
Minnesota
$407K +$6.52K +793 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$405K +$159K +19,355 +65%
RIL
15
Rothschild Investment LLC
Illinois
$373K -$18.9K -2,295 -5%
CIA
16
Capital Investment Advisors
Georgia
$299K +$12K +1,462 +4%
RJA
17
Raymond James & Associates
Florida
$298K +$70.2K +8,546 +31%
Wells Fargo
18
Wells Fargo
California
$296K – – –
Bank of America
19
Bank of America
North Carolina
$133K +$17.3K +2,100 +15%
FAG
20
Fortitude Advisory Group
Washington
$130K – – –
UBS Group
21
UBS Group
Switzerland
$128K – – –
LPL Financial
22
LPL Financial
California
$98.1K +$723 +88 +0.7%
CIA
23
Concurrent Investment Advisors
Florida
$84.3K – – –
WAM
24
Wolverine Asset Management
Illinois
$57.3K -$248K -30,114 -81%
GWSG
25
GPS Wealth Strategies Group
Colorado
$55.7K – – –
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