CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

33 hedge funds and large institutions have $27.2M invested in MFS Investment Grade Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$5.68M
2
SIA
2
Sit Investment Associates
Minnesota
$4.48M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.27M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$904K
5
RCM
5
Rivernorth Capital Management
Florida
$3.43M

Top Sellers

1
GCWM
1
Graham Capital Wealth Management
District of Columbia
$0
2
Wells Fargo
2
Wells Fargo
California
$203K
3
Morgan Stanley
3
Morgan Stanley
New York
$657K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$5.68M +$2.09M +261,451 +58%
SIA
2
Sit Investment Associates
Minnesota
$4.48M +$1.5M +187,786 +50%
AC
3
Almitas Capital
California
$3.81M – – –
RCM
4
Rivernorth Capital Management
Florida
$3.43M +$211K +26,384 +7%
IA
5
Icon Advisers
Colorado
$1.95M +$62.1K +7,777 +3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.27M +$395K +49,420 +45%
Osaic Holdings
7
Osaic Holdings
Arizona
$904K +$315K +39,462 +54%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$776K +$207K +25,965 +37%
MC
9
Matisse Capital
Oregon
$695K – – –
Morgan Stanley
10
Morgan Stanley
New York
$657K -$72.5K -9,076 -10%
MWM
11
Melfa Wealth Management
Massachusetts
$626K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$555K +$161K +20,186 +41%
WA
13
Whitebox Advisors
Minnesota
$395K – – –
RIL
14
Rothschild Investment LLC
Illinois
$363K – – –
CIA
15
Capital Investment Advisors
Georgia
$263K -$28K -3,500 -10%
Raymond James Financial
16
Raymond James Financial
Florida
$230K +$230K +28,760 New
Wells Fargo
17
Wells Fargo
California
$203K -$84.8K -10,609 -29%
LPL Financial
18
LPL Financial
California
$145K +$49.5K +6,201 +52%
FAG
19
Fortitude Advisory Group
Washington
$126K – – –
Bank of America
20
Bank of America
North Carolina
$125K -$4.32K -541 -3%
UBS Group
21
UBS Group
Switzerland
$117K -$7.16K -896 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$97.5K +$97.5K +12,207 New
CIA
23
Concurrent Investment Advisors
Florida
$81.9K – – –
GWSG
24
GPS Wealth Strategies Group
Colorado
$54.1K – – –
NWMP
25
Noble Wealth Management PBC
Colorado
$53.5K +$53.5K +6,693 New
1
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