MFS HIGH INCOME MUNI TR I
CMK
CMK was delisted on the 9th of September, 2015.
28 hedge funds and large institutions have $29M invested in MFS HIGH INCOME MUNI TR I in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
19% more capital invested
Capital invested by funds: $24.3M → $29M (+$4.67M)
3% less funds holding
Funds holding: 29 → 28 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.31M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.34M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$207K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$150K |
| 5 |
SCM
Saba Capital Management
New York
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$672K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$169K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$153K |
| 4 |
Morgan Stanley
New York
|
-$62.1K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$31.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $4K | -$5.92K | -735 | -61% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $4K | +$3.21K | +398 | +398% |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$3.38K | +420 | New |
|
|
SFS
29
Shaker Financial Services
Arlington,
Virginia
| – | -$153K | -19,082 | Closed |
|
|
NES
30
New England Securities
New York
| – | -$27K | -3,343 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$19K | -2,400 | Closed |
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$13K | -1,650 | Closed |
|
33
Nomura Holdings
Tokyo,
Japan
| – | -$3K | -400 | Closed |
|
CMK Hedge Fund Activity: Q4 2013 in Review
28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS HIGH INCOME MUNI TR I (CMK) for Q4 2013, worth a combined $29M — up 19% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CMK and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 11 added.
The largest buyer was 1607 Capital Partners, adding an estimated $2.31M. The largest seller was Financial & Investment Management Group, cutting an estimated $672K.
- 28 institutional investors held MFS HIGH INCOME MUNI TR I (CMK) as of Q4 2013, down from 29 in Q3 2013.
- Funds reported $29M of MFS HIGH INCOME MUNI TR I stock for Q4 2013, up 19% quarter-over-quarter.
- 4 funds opened new MFS HIGH INCOME MUNI TR I positions in Q4 2013 and 5 closed out, a net change of -1 holder.
- The largest MFS HIGH INCOME MUNI TR I buyer in Q4 2013 was 1607 Capital Partners, an estimated $2.31M added.
- The largest MFS HIGH INCOME MUNI TR I seller in Q4 2013 was Financial & Investment Management Group, an estimated $672K sold.
Based on aggregated 13F filings for Q4 2013.