MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
33 hedge funds and large institutions have $12.3M invested in MFS High Income Municipal Trust in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $9.44M → $12.3M (+$2.91M)
6% more funds holding
Funds holding: 31 → 33 (+2)
1.75% more ownership
Funds ownership: 6.5% → 8.25% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.52M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.4M |
| 3 |
LSA
Liberty Street Advisors
New York
|
+$708K |
| 4 |
Morgan Stanley
New York
|
+$229K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.36M |
| 2 |
LPL Financial
San Diego,
California
|
-$137K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$128K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$120K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$80.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
|
WA
27
Waverly Advisors
Birmingham,
Alabama
| $10K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$3.65K | +788 | +58% |
|
29
SEI Investments
Oaks,
Pennsylvania
| $10K | +$9.26K | +2,000 | New |
|
|
AIG
30
American International Group
New York
| $5K | – | – | – |
|
|
GAM
31
Gemmer Asset Management
Walnut Creek,
California
| $4K | – | – | – |
|
|
PG
32
Patten Group
Chattanooga,
Tennessee
| $3.29K | +$37 | +8 | +1% |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$128K | -27,829 | Closed |
|
|
DA
34
Doliver Advisors
Houston,
Texas
| – | -$120K | -26,123 | Closed |
|
|
TC
35
TFS Capital
West Chester,
Pennsylvania
| – | -$64K | -13,939 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$17K | -3,619 | Closed |
|
CXE Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2015, worth a combined $12.3M — up 31% from $9.44M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.52M. The largest seller was Advisors Asset Management, cutting an estimated $1.36M.
- 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2015, up from 31 in Q2 2015.
- Funds reported $12.3M of MFS High Income Municipal Trust stock for Q3 2015, up 31% quarter-over-quarter.
- 6 funds opened new MFS High Income Municipal Trust positions in Q3 2015 and 4 closed out, a net change of +2 holders.
- The largest MFS High Income Municipal Trust buyer in Q3 2015 was Raymond James & Associates, an estimated $1.52M added.
- The largest MFS High Income Municipal Trust seller in Q3 2015 was Advisors Asset Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q3 2015.