MFS Investment Grade MuniCXH
13F holders, Q2 2024 (June 30)39holders +1
5new positions
4sold out
1famous investor
$7.90avg. 13F price*
At the end of Q2 2024, 39 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Almitas Capital LLC ($3.8M), Bulldog Investors, LLP ($3.5M) and Rivernorth Capital Management, LLC ($2.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.5M |
| Exits | 4 | $459K |
All 13F filers, Q1 2024 → Q2 2024: 466,619 shares bought and 329,506 shares sold, net +137,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Almitas Capital LLC | 1.58% | Reduce -3.0% | 477,454 | $3.8M |
| Bulldog Investors, LLP | 1.33% | Reduce -1.5% | 449,008 | $3.5M |
| Rivernorth Capital Management, LLC | 0.13% | Add +49.4% | 342,005 | $2.7M |
| Icon Advisers Inc. | 0.44% | Reduce -5.0% | 239,953 | $1.9M |
| Saba Capital Management, L.P. | 0.04% | Reduce -40.0% | 232,815 | $1.8M |
| Sit Investment Associates Inc. | 0.03% | New | 159,686 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.6% | 110,180 | $870K |
| Morgan Stanley | 0.00% | Add +13.7% | 90,629 | $716K |
| Logan Stone Capital, LLC | 0.18% | Reduce -13.4% | 88,442 | $699K |
| Matisse Capital | 0.34% | No change | 86,928 | $687K |
| Melfa Wealth Management, Inc. | 0.43% | Add +17.4% | 78,360 | $619K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 75,756 | $598K |
| Thomas J. Herzfeld Advisors, Inc. | 0.19% | Reduce -18.8% | 69,631 | $550K |
| Graham Capital Wealth Management, LLC | 0.73% | New | 65,918 | $521K |
| Whitebox Advisors LLC | 0.05% | New | 48,661 | $384K |
| Rothschild Investment LLC | 0.03% | No change | 47,681 | $377K |
| Fort Point Capital Partners LLC | 0.04% | Add +12.3% | 39,422 | $311K |
| Wolverine Asset Management LLC | 0.03% | Reduce -0.2% | 37,082 | $293K |
| Wells Fargo & Company | 0.00% | Reduce -34.6% | 35,978 | $284K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.7% | 34,900 | $276K |
| Bank of New York Mellon Corp | 0.00% | New | 29,861 | $236K |
| Raymond James & Associates | 0.00% | Add +0.1% | 27,727 | $219K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 15,802 | $125K |
| UBS Group AG | 0.00% | Reduce -0.7% | 15,567 | $123K |
| Bank of America Corp. | 0.00% | Reduce -41.5% | 14,082 | $111K |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 11,848 | $94K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 11,074 | $87K |
| Citadel Advisors | 0.00% | New | 10,641 | $84K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $81K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -53.1% | 10,143 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +233.0% | 4,859 | $38K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| Royal Bank of Canada | 0.00% | No change | 1,350 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,000 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 360 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 204 | $2K |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.