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CMK

MFS HIGH INCOME MUNI TR I
CMK

Delisted

CMK was delisted on the 9th of September, 2015.

29 hedge funds and large institutions have $24.3M invested in MFS HIGH INCOME MUNI TR I in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $20M → $24.3M (+$4.31M)

0% more funds holding

Funds holding: 2929 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.16M +$145K +18,008 +2%
KIM
2
Karpus Investment Management
New York
$5.83M +$4.83M +598,387 +459%
1CP
3
1607 Capital Partners
Virginia
$2.79M -$829K -102,845 -23%
FIMG
4
Financial & Investment Management Group
Michigan
$1.73M -$11.1K -1,379 -0.6%
GWI
5
Grace & White Inc
New York
$1.44M +$7.72K +958 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$911K -$32.1K -3,982 -3%
DA
7
Doliver Advisors
Texas
$560K +$564K +69,963 New
U
8
UBS
Switzerland
$472K +$30K +3,719 +7%
SI
9
SII Investments
Wisconsin
$444K +$61.3K +7,600 +16%
TC
10
TFS Capital
Pennsylvania
$278K +$179K +22,198 +178%
RVP
11
Relative Value Partners
Illinois
$218K -$60.8K -7,542 -22%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$212K
SCM
13
Saba Capital Management
New York
$163K +$164K +20,322 New
LPL Financial
14
LPL Financial
California
$159K -$9.19K -1,139 -5%
GC
15
Guggenheim Capital
Illinois
$159K
SFS
16
Shaker Financial Services
Virginia
$153K +$154K +19,082 New
ACP
17
Aviance Capital Partners
Florida
$128K +$4.23K +524 +3%
First Trust Advisors
18
First Trust Advisors
Illinois
$116K -$66.1K -8,202 -36%
Barclays
19
Barclays
United Kingdom
$114K +$48.7K +6,041 +74%
CAN
20
Cetera Advisor Networks
California
$101K +$102K +12,642 New
Bank of America
21
Bank of America
North Carolina
$72K -$5.64K -700 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$29K -$9.27K -1,150 -24%
NES
23
New England Securities
New York
$27K
US Bancorp
24
US Bancorp
Minnesota
$19K
Ameriprise
25
Ameriprise
Minnesota
$13K -$6.91K -857 -34%

CMK Hedge Fund Activity: Q3 2013 in Review

29 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MFS HIGH INCOME MUNI TR I (CMK) for Q3 2013, worth a combined $24.3M — up 22% from $20M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CMK positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.83M. The largest seller was 1607 Capital Partners, cutting an estimated $829K.

  • 29 institutional investors held MFS HIGH INCOME MUNI TR I (CMK) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $24.3M of MFS HIGH INCOME MUNI TR I stock for Q3 2013, up 22% quarter-over-quarter.
  • 5 funds opened new MFS HIGH INCOME MUNI TR I positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest MFS HIGH INCOME MUNI TR I buyer in Q3 2013 was Karpus Investment Management, an estimated $4.83M added.
  • The largest MFS HIGH INCOME MUNI TR I seller in Q3 2013 was 1607 Capital Partners, an estimated $829K sold.

Based on aggregated 13F filings for Q3 2013.