MFS Investment Grade Municipal Trust
CXH • XNYS
MFS Investment Grade Municipal Trust is a publicly traded company on XNYS. As of Q3 2025, 30 institutional investors hold shares in this company, with total holdings valued at $26.1M. Bulldog Investors, LLC is the largest holder with a position valued at $7.7M.
Overview
Overview of institutional ownership in CXH as of Q3 2025
All Institutions
- Institutions
- 30
- Value Held
- $26.1M
- Shares Held
- 3.3M
- Avg Position
- $868.4K
- Median Position
- $210.7K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $11.4M
- Shares Held
- 1.5M
- Avg Position
- $5.7M
- Median Position
- $5.7M
Biggest Investors
Institutions with the largest positions in CXH as of Q3 2025
| Institution | Position Value |
|---|---|
 Bulldog Investors, LLC Hedge Fund•Activist | $7.7M 1.88% of portfolio |
 Almitas Capital LLC RIA/Wealth | $3.8M 0.88% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $3.7M 0.22% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $2.1M 0.01% of portfolio |
 ICON ADVISERS INC/CO Long Only Manager | $1.9M 0.43% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $1.9M 0.65% of portfolio |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | $679.0K 0.31% of portfolio |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | $615.9K 0.36% of portfolio |
 MORGAN STANLEY RIA/Wealth | $552.0K 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $526.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CXH in Q3 2025
- Traded
- +$2.8M
- Buyers
- 14
- Sellers
- 7
- Total Bought
- +$3.8M
- Total Sold
- −$1.1M
- Avg Position
- $814.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | +$1.7M +216.6K shares |
Bulldog Investors, LLC Hedge Fund•Activist | +$665.0K +84.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$388.7K +49.5K shares |
Almitas Capital LLC RIA/Wealth | +$310.6K +39.5K shares |
 Capital Investment Advisors, LLC RIA/Wealth | +$219.8K +-1.8K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$196.5K +25.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$124.3K +15.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$96.0K +12.2K shares |
A Advisor Group Holdings, Inc. Institution | +$52.7K +7.0K shares |
 Center for Financial Planning, Inc. RIA/Wealth | +$36.1K +4.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$683.1K −86.9K shares |
A AMERICAN NATIONAL BANK Institution | −$152.8K −20.0K shares |
MORGAN STANLEY RIA/Wealth | −$110.3K −14.0K shares |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | −$101.0K −12.9K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | −$10.5K −1.3K shares |
 WELLS FARGO & COMPANY/MN Institution | −$2.3K −290.0 shares |
−$825.2 −105.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CXH in Q3 2025
- New Positions
- 4
- New Value
- $259.1K
- Exited Positions
- 2
- Exited Value
- $152.8K
New Positions
| Institution | Position Value |
|---|---|
Capital Investment Advisors, LLC RIA/Wealth | $219.8K 28.0K shares |
Center for Financial Planning, Inc. RIA/Wealth | $36.1K 4.6K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $3.3K 419.0 shares |
R ROYAL BANK OF CANADA Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
A AMERICAN NATIONAL BANK Institution | $152.8K 20.0K shares |
R ROYAL BANK OF CANADA Institution | - 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in CXH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CXH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Bulldog Investors, LLC Hedge Fund•Activist | 1.88% $7.7M |
Almitas Capital LLC RIA/Wealth | 0.88% $3.8M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.65% $1.9M |
ICON ADVISERS INC/CO Long Only Manager | 0.43% $1.9M |
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.36% $615.9K |
Deschutes Portfolio Strategy, LLC RIA/Wealth | 0.31% $679.0K |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.22% $3.7M |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.07% $124.2K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.01% $388.3K |
ROTHSCHILD INVESTMENT LLC RIA/Wealth | 0.01% $201.6K |
Hedge Fund Spotlight
Discover hedge funds investing in CXH
Bulldog Investors, LLC
Hedge Fund • Activist
Portfolio ManagerPhillip Franklin Goldstein
- Portfolio Value
- $409.9M
- Positions
- 132
- Last Reported
- Q3 2025
Sector Allocation
Position in MFS Investment Grade Municipal Trust
- Market Value
- $7.7M
- Shares Held
- 980.5K
- Portfolio Weight
- 1.88%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $20.4M | 4.97% | |
Unknown Unknown | $20.3M | 4.95% | |
Unknown Unknown | $19.8M | 4.84% |