MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
24 hedge funds and large institutions have $8.63M invested in MFS High Income Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $7.33M → $8.63M (+$1.3M)
0.82% more ownership
Funds ownership: 4.9% → 5.72% (+0.82%)
4% less funds holding
Funds holding: 25 → 24 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$775K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$428K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$348K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$148K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$48.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$227K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$216K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$85K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$83K |
| 5 |
Citigroup
New York
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
26
Paloma Partners
Greenwich,
Connecticut
| – | -$83K | -17,535 | Closed |
|
|
27
Citigroup
New York
| – | -$24K | -5,000 | Closed |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| – | -$9.04K | -1,875 | -95% |
|
CXE Hedge Fund Activity: Q2 2014 in Review
24 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2014, worth a combined $8.63M — up 18% from $7.33M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.
The largest buyer was Advisors Asset Management, adding an estimated $775K. The largest seller was Horizon Kinetics, cutting an estimated $227K.
- 24 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2014, down from 25 in Q1 2014.
- Funds reported $8.63M of MFS High Income Municipal Trust stock for Q2 2014, up 18% quarter-over-quarter.
- 3 funds opened new MFS High Income Municipal Trust positions in Q2 2014 and 4 closed out, a net change of -1 holder.
- The largest MFS High Income Municipal Trust buyer in Q2 2014 was Advisors Asset Management, an estimated $775K added.
- The largest MFS High Income Municipal Trust seller in Q2 2014 was Horizon Kinetics, an estimated $227K sold.
Based on aggregated 13F filings for Q2 2014.