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CXE

MFS High Income Municipal Trust

Delisted

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

25 hedge funds and large institutions have $6.59M invested in MFS High Income Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $6.01M → $6.59M (+$584K)

0.56% more ownership

Funds ownership: 4.13%4.68% (+0.56%)

11% less funds holding

Funds holding: 2825 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.51M +$1.08M +240,273 +75%
LPL Financial
2
LPL Financial
California
$681K +$355 +79 +0.1%
WAM
3
Wolverine Asset Management
Illinois
$644K +$429K +95,596 +197%
Morgan Stanley
4
Morgan Stanley
New York
$507K +$155K +34,445 +44%
HK
5
Horizon Kinetics
New York
$457K
CA
6
Cornerstone Advisors
North Carolina
$408K +$2.24K +500 +0.6%
RCM
7
Rivernorth Capital Management
Florida
$306K -$231K -51,582 -43%
DA
8
Doliver Advisors
Texas
$240K +$88.2K +19,643 +58%
Bank of America
9
Bank of America
North Carolina
$189K +$17.9K +3,990 +10%
GC
10
Guggenheim Capital
Illinois
$173K -$24.5K -5,466 -12%
VanEck Associates
11
VanEck Associates
New York
$93K -$9.81K -2,185 -10%
ICAS
12
Investors Capital Advisory Services
Massachusetts
$81K +$3.9K +870 +5%
Ameriprise
13
Ameriprise
Minnesota
$76K +$5.12K +1,140 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72K -$31K -6,901 -30%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$47K -$4.82K -1,075 -9%
RJT
16
Raymond James Trust
Florida
$46K
Citigroup
17
Citigroup
New York
$22K +$22.4K +5,000 New
U
18
UBS
Switzerland
$10K -$80.4K -17,915 -89%
MFS
19
MSI Financial Services
Massachusetts
$9K
WA
20
Waverly Advisors
Alabama
$9K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$6K
AIG
22
American International Group
New York
$4.47K
TWA
23
TCI Wealth Advisors
Arizona
$2K
Creative Planning
24
Creative Planning
Kansas
$1K -$209K -46,484 -99%
SIA
25
Sit Investment Associates
Minnesota
-$279K -60,100 Closed

CXE Hedge Fund Activity: Q4 2013 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2013, worth a combined $6.59M — up 9.7% from $6.01M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CXE and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.08M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $279K sold.

  • 25 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2013, down from 28 in Q3 2013.
  • Funds reported $6.59M of MFS High Income Municipal Trust stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 1 fund opened new MFS High Income Municipal Trust positions in Q4 2013 and 4 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2013 was Advisors Asset Management, an estimated $1.08M added.
  • The largest MFS High Income Municipal Trust seller in Q4 2013 was Sit Investment Associates, an estimated $279K sold.

Based on aggregated 13F filings for Q4 2013.