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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 $7.33M invested in MFS High Income Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11% more capital invested

Capital invested by funds: $6.59M → $7.33M (+$742K)

0.22% more ownership

Funds ownership: 4.68%4.9% (+0.22%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.54M +$861K +184,244 +33%
Morgan Stanley
2
Morgan Stanley
New York
$779K +$236K +50,538 +45%
LPL Financial
3
LPL Financial
California
$692K -$30.6K -6,538 -4%
HK
4
Horizon Kinetics
New York
$481K -$4.21K -900 -0.9%
CA
5
Cornerstone Advisors
North Carolina
$357K -$75.1K -16,058 -18%
RJA
6
Raymond James & Associates
Florida
$242K +$238K +50,852 New
RCM
7
Rivernorth Capital Management
Florida
$216K -$108K -23,162 -34%
Bank of America
8
Bank of America
North Carolina
$200K
VanEck Associates
9
VanEck Associates
New York
$112K +$12.7K +2,707 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$91K +$40.5K +8,661 +82%
ICAS
11
Investors Capital Advisory Services
Massachusetts
$86K
AllianceBernstein
12
AllianceBernstein
Tennessee
$85K +$84K +17,967 New
PP
13
Paloma Partners
Connecticut
$83K +$82K +17,535 New
Ameriprise
14
Ameriprise
Minnesota
$76K -$4.5K -963 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76K
RJT
16
Raymond James Trust
Florida
$49K
U
17
UBS
Switzerland
$48K +$36.3K +7,763 +339%
Wells Fargo
18
Wells Fargo
California
$34K +$33.6K +7,183 +359,150%
Creative Planning
19
Creative Planning
Kansas
$29K +$26.6K +5,689 +1,829%
Citigroup
20
Citigroup
New York
$24K
WA
21
Waverly Advisors
Alabama
$10K
MFS
22
MSI Financial Services
Massachusetts
$9K -$117 -25 -1%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$6K
AIG
24
American International Group
New York
$4.75K
GAM
25
Gemmer Asset Management
California
$4K +$3.74K +800 New

CXE Hedge Fund Activity: Q1 2014 in Review

25 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2014, worth a combined $7.33M — up 11% from $6.59M a quarter earlier.

Fund positioning in CXE was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $861K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $644K sold.

  • 25 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $7.33M of MFS High Income Municipal Trust stock for Q1 2014, up 11% quarter-over-quarter.
  • 4 funds opened new MFS High Income Municipal Trust positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2014 was Advisors Asset Management, an estimated $861K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2014 was Wolverine Asset Management, an estimated $644K sold.

Based on aggregated 13F filings for Q1 2014.