CXH

MFS Investment Grade Municipal Trust

30 hedge funds and large institutions have $28.2M invested in MFS Investment Grade Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BI
1
Bulldog Investors
New Jersey
$6.84M +$279K +36,583 +4%
SIA
2
Sit Investment Associates
Minnesota
$5.25M +$872K +114,105 +20%
AC
3
Almitas Capital
California
$3.42M -$170K -22,266 -5%
RCM
4
Rivernorth Capital Management
Florida
$3.41M -$506K -66,252 -13%
IA
5
Icon Advisers
Colorado
$1.87M
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.85M +$926K +121,161 +101%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.04M -$149K -19,567 -13%
MC
8
Matisse Capital
Oregon
$660K
Morgan Stanley
9
Morgan Stanley
New York
$644K +$4.64K +607 +0.7%
MWM
10
Melfa Wealth Management
Massachusetts
$599K
Osaic Holdings
11
Osaic Holdings
Arizona
$500K +$14.3K +1,797 +3%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$409K +$409K +53,510 New
RIL
13
Rothschild Investment LLC
Illinois
$294K -$17.5K -2,294 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$229K -$345K -45,196 -60%
CIA
15
Capital Investment Advisors
Georgia
$227K -$24.1K -3,150 -10%
ANBT
16
American National Bank & Trust
Texas
$153K +$153K +20,000 New
Raymond James Financial
17
Raymond James Financial
Florida
$150K -$20.7K -2,704 -12%
Wells Fargo
18
Wells Fargo
California
$143K -$46.3K -6,060 -24%
Bank of America
19
Bank of America
North Carolina
$134K +$14.2K +1,860 +12%
FAG
20
Fortitude Advisory Group
Washington
$121K
CIA
21
Concurrent Investment Advisors
Florida
$78.3K
UBS Group
22
UBS Group
Switzerland
$71.2K -$6.94K -908 -9%
GWSG
23
GPS Wealth Strategies Group
Colorado
$51.8K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$30.6K
MA
25
Montag & Associates
Georgia
$18.9K