CXH

MFS Investment Grade Municipal Trust

32 hedge funds and large institutions have $28.1M invested in MFS Investment Grade Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BI
1
Bulldog Investors
New Jersey
$6.81M +$1.18M +148,849 +21%
SIA
2
Sit Investment Associates
Minnesota
$4.54M +$96.2K +12,143 +2%
RCM
3
Rivernorth Capital Management
Florida
$4.06M +$665K +83,902 +20%
AC
4
Almitas Capital
California
$3.73M -$55.6K -7,019 -1%
IA
5
Icon Advisers
Colorado
$1.93M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.23M -$21.2K -2,672 -2%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$955K +$186K +23,453 +24%
MC
8
Matisse Capital
Oregon
$684K -$4.33K -547 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$662K +$11.2K +1,418 +2%
MWM
10
Melfa Wealth Management
Massachusetts
$621K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$595K +$45.2K +5,703 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$483K -$413K -52,148 -46%
RIL
13
Rothschild Investment LLC
Illinois
$323K -$36.4K -4,590 -10%
CIA
14
Capital Investment Advisors
Georgia
$260K
Wells Fargo
15
Wells Fargo
California
$196K -$4.59K -580 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$177K -$51.2K -6,460 -22%
LPL Financial
17
LPL Financial
California
$145K +$974 +123 +0.7%
Bank of America
18
Bank of America
North Carolina
$124K -$8 -1 -0%
FAG
19
Fortitude Advisory Group
Washington
$120K
CIA
20
Concurrent Investment Advisors
Florida
$81.2K
UBS Group
21
UBS Group
Switzerland
$81K -$35.2K -4,448 -30%
SG
22
StoneX Group
New York
$80.2K +$80.2K +10,127 New
GWSG
23
GPS Wealth Strategies Group
Colorado
$53.7K
NWMP
24
Noble Wealth Management PBC
Colorado
$47.5K -$5.49K -693 -10%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$31.7K