MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $9.67M invested in MFS High Income Municipal Trust in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.
0.83% less ownership
Funds ownership: 7.15% → 6.31% (-0.83%)
6% less funds holding
Funds holding: 33 → 31 (-2)
12% less capital invested
Capital invested by funds: $11M → $9.67M (-$1.31M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$279K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$276K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$52K |
| 4 |
VanEck Associates
New York
|
+$24.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$589K |
| 2 |
LCM
Laurion Capital Management
New York
|
-$551K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$201K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$196K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$156K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | – | – | – |
|
|
WA
27
Waverly Advisors
Birmingham,
Alabama
| $10K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
AIG
29
American International Group
New York
| $4.86K | – | – | – |
|
|
GAM
30
Gemmer Asset Management
Walnut Creek,
California
| $4K | – | – | – |
|
|
LCM
31
Laurion Capital Management
New York
| – | -$551K | -112,845 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$196K | -40,251 | Closed |
|
|
FAAS
33
First Allied Advisory Services
San Diego,
California
| – | -$58K | -12,000 | Closed |
|
|
NPC
34
National Planning Corporation
El Segundo,
California
| – | -$15.5K | -3,172 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$8K | -1,543 | Closed |
|
CXE Hedge Fund Activity: Q1 2015 in Review
31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2015, worth a combined $9.67M — down 12% from $11M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXE and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $279K. The largest seller was Morgan Stanley, cutting an estimated $589K.
- 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2015, down from 33 in Q4 2014.
- Funds reported $9.67M of MFS High Income Municipal Trust stock for Q1 2015, down 12% quarter-over-quarter.
- 3 funds opened new MFS High Income Municipal Trust positions in Q1 2015 and 5 closed out, a net change of -2 holders.
- The largest MFS High Income Municipal Trust buyer in Q1 2015 was Doliver Advisors, an estimated $279K added.
- The largest MFS High Income Municipal Trust seller in Q1 2015 was Morgan Stanley, an estimated $589K sold.
Based on aggregated 13F filings for Q1 2015.