MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $15M invested in MFS High Income Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 29 → 31 (+2)
5% more capital invested
Capital invested by funds: $14.2M → $15M (+$766K)
1.27% more ownership
Funds ownership: 8.44% → 9.71% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$831K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$692K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$312K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$296K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$255K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$217K |
| 3 |
VanEck Associates
New York
|
-$149K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$107K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$98.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $10K | +$9.99K | +2,000 | New |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $7K | – | – | – |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $6K | -$999 | -200 | -14% |
|
|
GAM
29
Gemmer Asset Management
Walnut Creek,
California
| $4K | – | – | – |
|
30
Citigroup
New York
| $4K | +$3.64K | +728 | New |
|
|
TFA
31
Transamerica Financial Advisors
St. Petersburg,
Florida
| $3K | +$2.98K | +596 | New |
|
|
32
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$217K | -40,500 | Closed |
|
|
MF
33
Magnetar Financial
Evanston,
Illinois
| – | -$66K | -13,107 | Closed |
|
|
TJHA
34
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$25K | -4,687 | Closed |
|
|
PG
35
Patten Group
Chattanooga,
Tennessee
| – | -$18 | -3 | Closed |
|
CXE Hedge Fund Activity: Q4 2016 in Review
31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2016, worth a combined $15M — up 5.4% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CXE positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $831K. The largest seller was Advisors Asset Management, cutting an estimated $255K.
- 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $15M of MFS High Income Municipal Trust stock for Q4 2016, up 5.4% quarter-over-quarter.
- 6 funds opened new MFS High Income Municipal Trust positions in Q4 2016 and 4 closed out, a net change of +2 holders.
- The largest MFS High Income Municipal Trust buyer in Q4 2016 was Morgan Stanley, an estimated $831K added.
- The largest MFS High Income Municipal Trust seller in Q4 2016 was Advisors Asset Management, an estimated $255K sold.
Based on aggregated 13F filings for Q4 2016.