MFS INVESTMENT GRADE MUNI (CXH) Top Institutional Shareholders
MFS INVESTMENT GRADE MUNI (CXH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $32.13M in CXH holdings during the latest filing period.
Bulldog Investors, Llp is currently the largest disclosed institutional shareholder of CXH tracked by InsiderSet, reporting ownership valued at approximately $9.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.04M, representing an estimated loss of -4.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed CXH value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Rivernorth Capital Management, Llc, Almitas Capital Llc, and several other long-term asset managers with concentrated positions in MFS INVESTMENT GRADE MUNI (CXH).
This page ranks the largest institutional CXH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$32.13M
Largest Holder
Bulldog Investors, Llp
Largest Position
$9.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bulldog Investors, Llp | 2.13% | 1,184,498 | $9,464,139 | $9,037,720 | -$426,419 | -4.51% | |
| Rivernorth Capital Management, Llc | 0.23% | 576,479 | $4,606,067 | $4,398,535 | -$207,532 | -4.51% | |
| Almitas Capital Llc | 0.82% | 454,829 | $3,634,084 | $3,470,345 | -$163,739 | -4.51% | |
| Morgan Stanley | 0.00% | 431,408 | $3,446,951 | $3,291,643 | -$155,308 | -4.51% | |
| Bank Of America Corp | 0.00% | 258,068 | $2,061,963 | $1,969,059 | -$92,904 | -4.51% | |
| Focus Partners Wealth | 0.00% | 242,888 | $1,940,678 | $1,853,235 | -$87,443 | -4.51% | |
| Icon Advisers Inc/Co | 0.45% | 241,372 | $1,928,562 | $1,841,668 | -$86,894 | -4.51% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 141,088 | $1,127,293 | $1,076,501 | -$50,792 | -4.51% | |
| Melfa Wealth Management, Inc. | 0.36% | 78,360 | $626,100 | $597,887 | -$28,213 | -4.51% | |
| Bank Of New York Mellon Corp | 0.00% | 62,969 | $503,123 | $480,453 | -$22,670 | -4.51% | |
| Matisse Capital | 0.16% | 47,998 | $383,504 | $366,225 | -$17,279 | -4.51% | |
| Beverly Hills Private Wealth, Llc | 0.05% | 35,345 | $282,407 | $269,682 | -$12,725 | -4.51% | |
| Raymond James Financial Inc | 0.00% | 33,673 | $269,047 | $256,925 | -$12,122 | -4.51% | |
| Osaic Holdings, Inc. | 0.00% | 32,138 | $256,798 | $245,213 | -$11,585 | -4.51% | |
| Capital Investment Advisors, Llc | 0.00% | 27,962 | $223,416 | $213,350 | -$10,066 | -4.51% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.06% | 23,409 | $187,038 | $178,611 | -$8,427 | -4.51% | |
| Rothschild Investment Llc | 0.01% | 22,975 | $183,570 | $175,299 | -$8,271 | -4.51% | |
| Evolve Private Wealth, Llc | 0.01% | 20,755 | $165,832 | $158,361 | -$7,471 | -4.51% | |
| Wells Fargo & Company/Mn | 0.00% | 17,565 | $140,341 | $134,021 | -$6,320 | -4.50% | |
| Fortitude Advisory Group L.L.C. | 0.06% | 15,802 | $126,258 | $120,569 | -$5,689 | -4.51% | |
| Closed-End Fund Advisors, Inc. | 0.13% | 15,498 | $123,829 | $118,250 | -$5,579 | -4.51% | |
| Susquehanna International Group, Llp | 0.00% | 11,503 | $91,909 | $87,768 | -$4,141 | -4.51% | |
| Pathstone Holdings, Llc | 0.00% | 10,651 | $85,101 | $81,267 | -$3,834 | -4.51% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,251 | $81,905 | $78,215 | -$3,690 | -4.51% | |
| Western Wealth Management, Llc | 0.00% | 6,775 | $54,132 | $51,693 | -$2,439 | -4.51% | |
| Ubs Group Ag | 0.00% | 5,867 | $46,877 | $44,765 | -$2,112 | -4.50% | |
| Fifth Third Bancorp | 0.00% | 4,000 | $31,960 | $30,520 | -$1,440 | -4.51% | |
| Community Financial Services Group, Llc | 0.00% | 2,825 | $22,685 | $21,555 | -$1,130 | -4.98% | |
| Montag A & Associates Inc | 0.00% | 2,471 | $19,744 | $18,854 | -$890 | -4.51% | |
| Cwm, Llc | 0.00% | 640 | $5,114 | $4,883 | -$231 | -4.51% | |
| Assetmark, Inc | 0.00% | 480 | $3,835 | $3,662 | -$173 | -4.50% | |
| Pnc Financial Services Group, Inc. | 0.00% | 388 | $3,100 | $2,960 | -$140 | -4.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 99 | $791 | $755 | -$36 | -4.50% | |
| Cohen & Steers, Inc. | 0.00% | 15,000 | $120 | $114,450 | +$114,330 | +95275.00% |
Frequently asked questions about CXH
Who owns the most CXH stock?
The largest holders of CXH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS INVESTMENT GRADE MUNI (CXH).
Is CXH widely held by superinvestors?
Many widely followed stocks like CXH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CXH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.