MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
25 hedge funds and large institutions have $6.59M invested in MFS High Income Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
10% more capital invested
Capital invested by funds: $6.01M → $6.59M (+$584K)
0.56% more ownership
Funds ownership: 4.13% → 4.68% (+0.56%)
11% less funds holding
Funds holding: 28 → 25 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.08M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$429K |
| 3 |
Morgan Stanley
New York
|
+$155K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$88.2K |
| 5 |
Citigroup
New York
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$279K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$231K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$209K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$80.4K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$70K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
26
Virtu KCG Holdings
New York
| – | -$70K | -15,006 | Closed |
|
|
PP
27
Paloma Partners
Greenwich,
Connecticut
| – | -$52K | -11,300 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | -$31.2K | -6,959 | -100% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -1,500 | Closed |
|
CXE Hedge Fund Activity: Q4 2013 in Review
25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2013, worth a combined $6.59M — up 9.7% from $6.01M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXE and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.08M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $279K sold.
- 25 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2013, down from 28 in Q3 2013.
- Funds reported $6.59M of MFS High Income Municipal Trust stock for Q4 2013, up 9.7% quarter-over-quarter.
- 1 fund opened new MFS High Income Municipal Trust positions in Q4 2013 and 4 closed out, a net change of -3 holders.
- The largest MFS High Income Municipal Trust buyer in Q4 2013 was Advisors Asset Management, an estimated $1.08M added.
- The largest MFS High Income Municipal Trust seller in Q4 2013 was Sit Investment Associates, an estimated $279K sold.
Based on aggregated 13F filings for Q4 2013.