MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
28 hedge funds and large institutions have $6.01M invested in MFS High Income Municipal Trust in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
26% more capital invested
Capital invested by funds: $4.75M → $6.01M (+$1.26M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 27 → 28 (+1)
1.03% more ownership
Funds ownership: 3.1% → 4.13% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$413K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$367K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$274K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$213K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$327K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$126K |
| 3 |
HK
Horizon Kinetics
New York
|
-$110K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$27.3K |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
AIG
27
American International Group
New York
| $4.64K | – | – | – |
|
|
TWA
28
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
|
TC
29
TFS Capital
West Chester,
Pennsylvania
| – | -$327K | -66,921 | Closed |
|
|
CW
30
Cobiz Wealth
Denver,
Colorado
| – | -$27K | -5,598 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$4K | -893 | Closed |
|
|
TJHA
32
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$1K | -300 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -250 | Closed |
|
CXE Hedge Fund Activity: Q3 2013 in Review
28 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2013, worth a combined $6.01M — up 26% from $4.75M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXE positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $413K. The largest seller was TFS Capital, exiting entirely with an estimated $327K sold.
- 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $6.01M of MFS High Income Municipal Trust stock for Q3 2013, up 26% quarter-over-quarter.
- 6 funds opened new MFS High Income Municipal Trust positions in Q3 2013 and 5 closed out, a net change of +1 holder.
- The largest MFS High Income Municipal Trust buyer in Q3 2013 was Cornerstone Advisors, an estimated $413K added.
- The largest MFS High Income Municipal Trust seller in Q3 2013 was TFS Capital, an estimated $327K sold.
Based on aggregated 13F filings for Q3 2013.