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CXE

MFS High Income Municipal Trust

Delisted

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

24 hedge funds and large institutions have $8.63M invested in MFS High Income Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $7.33M → $8.63M (+$1.3M)

0.82% more ownership

Funds ownership: 4.9%5.72% (+0.82%)

4% less funds holding

Funds holding: 2524 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.34M +$775K +160,846 +22%
Morgan Stanley
2
Morgan Stanley
New York
$829K +$43.9K +9,105 +6%
LPL Financial
3
LPL Financial
California
$702K +$3.55K +737 +0.5%
TC
4
TFS Capital
Pennsylvania
$425K +$428K +88,797 New
RJA
5
Raymond James & Associates
Florida
$390K +$148K +30,631 +60%
CA
6
Cornerstone Advisors
North Carolina
$386K +$26.5K +5,500 +7%
WAM
7
Wolverine Asset Management
Illinois
$346K +$348K +72,258 New
HK
8
Horizon Kinetics
New York
$259K -$227K -47,101 -47%
Bank of America
9
Bank of America
North Carolina
$202K
VanEck Associates
10
VanEck Associates
New York
$141K +$28.9K +6,007 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$107K +$15.1K +3,136 +16%
Ameriprise
12
Ameriprise
Minnesota
$95K +$18.4K +3,822 +24%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$82K -$4.19K -870 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72K -$4.82K -1,000 -6%
Creative Planning
15
Creative Planning
Kansas
$53K +$24.9K +5,165 +86%
RJT
16
Raymond James Trust
Florida
$49K
U
17
UBS
Switzerland
$49K +$1.29K +268 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$48K +$48.2K +10,000 New
Wells Fargo
19
Wells Fargo
California
$34K
WA
20
Waverly Advisors
Alabama
$10K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$6K
AIG
22
American International Group
New York
$4.79K
GAM
23
Gemmer Asset Management
California
$4K
RCM
24
Rivernorth Capital Management
Florida
-$216K -45,397 Closed
AllianceBernstein
25
AllianceBernstein
Tennessee
-$85K -17,967 Closed

CXE Hedge Fund Activity: Q2 2014 in Review

24 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2014, worth a combined $8.63M — up 18% from $7.33M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CXE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.

The largest buyer was Advisors Asset Management, adding an estimated $775K. The largest seller was Horizon Kinetics, cutting an estimated $227K.

  • 24 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2014, down from 25 in Q1 2014.
  • Funds reported $8.63M of MFS High Income Municipal Trust stock for Q2 2014, up 18% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q2 2014 and 4 closed out, a net change of -1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q2 2014 was Advisors Asset Management, an estimated $775K added.
  • The largest MFS High Income Municipal Trust seller in Q2 2014 was Horizon Kinetics, an estimated $227K sold.

Based on aggregated 13F filings for Q2 2014.