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CXE

MFS High Income Municipal Trust

Delisted

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

28 hedge funds and large institutions have $6.01M invested in MFS High Income Municipal Trust in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

26% more capital invested

Capital invested by funds: $4.75M → $6.01M (+$1.26M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2728 (+1)

1.03% more ownership

Funds ownership: 3.1%4.13% (+1%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.49M +$367K +80,600 +34%
LPL Financial
2
LPL Financial
California
$685K +$40.6K +8,917 +6%
RCM
3
Rivernorth Capital Management
Florida
$557K +$193K +42,453 +55%
HK
4
Horizon Kinetics
New York
$474K -$110K -24,142 -19%
CA
5
Cornerstone Advisors
North Carolina
$421K +$413K +90,705 New
Morgan Stanley
6
Morgan Stanley
New York
$367K +$121K +26,491 +50%
SIA
7
Sit Investment Associates
Minnesota
$279K +$274K +60,100 New
WAM
8
Wolverine Asset Management
Illinois
$225K +$149K +32,731 +207%
Creative Planning
9
Creative Planning
Kansas
$217K +$213K +46,795 New
GC
10
Guggenheim Capital
Illinois
$205K -$27.3K -5,992 -12%
Bank of America
11
Bank of America
North Carolina
$177K +$19.3K +4,227 +12%
DA
12
Doliver Advisors
Texas
$158K -$126K -27,610 -45%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$107K
VanEck Associates
14
VanEck Associates
New York
$107K +$23.7K +5,192 +29%
U
15
UBS
Switzerland
$93K +$81.2K +17,815 +744%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$80K +$78.8K +17,300 New
Ameriprise
17
Ameriprise
Minnesota
$73K +$8.29K +1,820 +13%
VKH
18
Virtu KCG Holdings
New York
$70K +$68.4K +15,006 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$54K +$397 +87 +0.8%
PP
20
Paloma Partners
Connecticut
$52K -$3.65K -800 -7%
RJT
21
Raymond James Trust
Florida
$48K
Wells Fargo
22
Wells Fargo
California
$32K +$16.8K +3,695 +113%
MFS
23
MSI Financial Services
Massachusetts
$9K +$9K +1,975 +7,900%
WA
24
Waverly Advisors
Alabama
$9K +$9.12K +2,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7K

CXE Hedge Fund Activity: Q3 2013 in Review

28 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2013, worth a combined $6.01M — up 26% from $4.75M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $413K. The largest seller was TFS Capital, exiting entirely with an estimated $327K sold.

  • 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2013, up from 27 in Q2 2013.
  • Funds reported $6.01M of MFS High Income Municipal Trust stock for Q3 2013, up 26% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q3 2013 and 5 closed out, a net change of +1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q3 2013 was Cornerstone Advisors, an estimated $413K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2013 was TFS Capital, an estimated $327K sold.

Based on aggregated 13F filings for Q3 2013.