Who Owns CXH?
MFS Investment Grade Municipal Trust — Institutional Ownership & 13F Holdings
$8.37
+0.02 (+0.24%)
Market Cap
$66.8M
Shares Outstanding
8,199,220
Institutional Holders
32
Total Inst. Value
$28.0M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
8
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bulldog Investors, LLP | $6.8M | 859,308 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $4.5M | 572,689 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.1M | 512,860 |
| 4 | Almitas Capital LLC | $3.7M | 470,435 |
| 5 | ICON ADVISERS INC/CO | $1.9M | 244,295 |
| 6 | Hennion & Walsh Asset Management, Inc. | $1.2M | 155,870 |
| 7 | Thomas J. Herzfeld Advisors, Inc. | $955K | 120,541 |
| 8 | Matisse CapitalNew | $684K | 86,381 |
| 9 | MORGAN STANLEY | $662K | 83,643 |
| 10 | MELFA WEALTH MANAGEMENT, INC.New | $621K | 78,360 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bulldog Investors, LLP | +149K | $6.8M |
| SIT INVESTMENT ASSOCIATES INC | +12K | $4.5M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +84K | $4.1M |
| Thomas J. Herzfeld Advisors, Inc. | +23K | $955K |
| Matisse CapitalNew | +86K | $684K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Almitas Capital LLC | -7K | $3.7M |
| RAYMOND JAMES FINANCIAL INC | -6K | $177K |
| ROTHSCHILD INVESTMENT LLC | -5K | $323K |
| UBS Group AG | -4K | $81K |
| Hennion & Walsh Asset Management, Inc. | -3K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold CXH?
As of Q1 2025, 32 institutional investors report holding CXH (MFS Investment Grade Municipal Trust) in their 13F filings.
Which hedge fund owns the most CXH?
The largest institutional holder of CXH is Bulldog Investors, LLP with $6.8M in shares.
Are institutions buying or selling CXH?
This quarter, 6 institutions opened new positions in CXH and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.