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CXE

MFS High Income Municipal Trust

Delisted

CXE was delisted on the 5th of June, 2026.

38 hedge funds and large institutions have $13.7M invested in MFS High Income Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.27% less ownership

Funds ownership: 9.65%9.38% (-0.27%)

5% less funds holding

Funds holding: 4038 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

49% less capital invested

Capital invested by funds: $26.9M → $13.7M (-$13.2M)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
26
Sound View Wealth Advisors
Georgia
$69K +$71.4K +15,000 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$60K +$24 +5 +0%
WS
28
Wedbush Securities
California
$59K
AIC
29
Ameritas Investment Company
Nebraska
$58K +$59.5K +12,500 New
CA
30
Cetera Advisors
Colorado
$46K +$47.6K +10,000 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$44K -$102K -21,509 -69%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$43.5K
TSW
33
Thompson Siegel & Walmsley
Virginia
$28K
WAM
34
Wolverine Asset Management
Illinois
$28K +$29.6K +6,220 New
AG
35
Advisor Group
Arizona
$14K +$9.52K +2,000 +200%
GWM
36
Geneos Wealth Management
Colorado
$11K
GAM
37
Gemmer Asset Management
California
$4K
Invesco
38
Invesco
Georgia
-$631K -127,665 Closed
DDPIC
39
Deroy & Devereaux Private Investment Counsel
Michigan
-$264K -53,416 Closed
ICA
40
Infrastructure Capital Advisors
New York
-$216K -43,737 Closed
ATC
41
Argent Trust Co
Tennessee
-$66K -13,328 Closed
RJT
42
Raymond James Trust
Florida
-$51K -10,300 Closed
SMFS
43
Squar Milner Financial Services
California
-$33.3K -7,000 Closed
GP
44
Girard Partners
Pennsylvania
-$12K -2,500 Closed
Ameriprise
45
Ameriprise
Minnesota
-$11.9M -2,400 Closed
SPIA
46
Steward Partners Investment Advisory
New York
-$7K -1,423 Closed
IA
47
IFP Advisors
Florida
-$5K -1,000 Closed
RFC
48
Regions Financial Corp
Alabama
-$4K -882 Closed

CXE Hedge Fund Activity: Q4 2018 in Review

38 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2018, worth a combined $13.7M — down 49% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CXE and 9 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Guggenheim Capital, adding an estimated $162K. The largest seller was Ameriprise, exiting entirely with an estimated $11.9M sold.

  • 38 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $13.7M of MFS High Income Municipal Trust stock for Q4 2018, down 49% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q4 2018 and 11 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2018 was Guggenheim Capital, an estimated $162K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2018 was Ameriprise, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2018.