MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
29 hedge funds and large institutions have $14.2M invested in MFS High Income Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.82% less ownership
Funds ownership: 9.26% → 8.44% (-0.82%)
11% less capital invested
Capital invested by funds: $16M → $14.2M (-$1.81M)
12% less funds holding
Funds holding: 33 → 29 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$117K |
| 2 |
VanEck Associates
New York
|
+$102K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$25.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.9K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$549K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$394K |
| 3 |
Morgan Stanley
New York
|
-$190K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$122K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $8K | +$2.36K | +435 | +42% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $8K | +$2.72K | +500 | +50% |
|
|
GAM
28
Gemmer Asset Management
Walnut Creek,
California
| $4K | – | – | – |
|
|
PG
29
Patten Group
Chattanooga,
Tennessee
| $18 | – | – | – |
|
|
VKH
30
Virtu KCG Holdings
New York
| – | -$69K | -12,493 | Closed |
|
31
Stifel Financial
St. Louis,
Missouri
| – | -$59K | -10,695 | Closed |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -581 | Closed |
|
CXE Hedge Fund Activity: Q3 2016 in Review
29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2016, worth a combined $14.2M — down 11% from $16M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CXE and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was Ameriprise, adding an estimated $117K. The largest seller was Mackay Shields LLC, cutting an estimated $549K.
- 29 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2016, down from 33 in Q2 2016.
- Funds reported $14.2M of MFS High Income Municipal Trust stock for Q3 2016, down 11% quarter-over-quarter.
- 0 funds opened new MFS High Income Municipal Trust positions in Q3 2016 and 3 closed out, a net change of -3 holders.
- The largest MFS High Income Municipal Trust buyer in Q3 2016 was Ameriprise, an estimated $117K added.
- The largest MFS High Income Municipal Trust seller in Q3 2016 was Mackay Shields LLC, an estimated $549K sold.
Based on aggregated 13F filings for Q3 2016.