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CXE

MFS High Income Municipal Trust
CXE

Delisted

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

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29 hedge funds and large institutions have $9.22M invested in MFS High Income Municipal Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

21% more funds holding

Funds holding: 24 → 29 (+5)

7% more capital invested

Capital invested by funds: $8.63M → $9.22M (+$586K)

0.44% more ownership

Funds ownership: 5.72% → 6.16% (+0.44%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$503K
2
WAM
Wolverine Asset Management
Illinois
+$144K
3
Morgan Stanley
Morgan Stanley
New York
+$80.6K
4
LCM
Landscape Capital Management
New Jersey
+$70.2K
5
FAAS
First Allied Advisory Services
California
+$57.1K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$337K
2
HK
Horizon Kinetics
New York
-$65.4K
3
LPL Financial
LPL Financial
California
-$4.72K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.81M +$503K +105,739 +12%
Morgan Stanley
2
Morgan Stanley
New York
$902K +$80.6K +16,939 +10%
LPL Financial
3
LPL Financial
California
$691K -$4.72K -992 -0.7%
WAM
4
Wolverine Asset Management
Illinois
$486K +$144K +30,228 +42%
CA
5
Cornerstone Advisors
North Carolina
$415K +$32.4K +6,800 +8%
RJA
6
Raymond James & Associates
Florida
$387K – – –
Bank of America
7
Bank of America
North Carolina
$204K +$3.57K +750 +2%
HK
8
Horizon Kinetics
New York
$192K -$65.4K -13,749 -25%
VanEck Associates
9
VanEck Associates
New York
$158K +$17.5K +3,685 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$132K +$25.4K +5,330 +24%
ICAS
11
Investors Capital Advisory Services
Massachusetts
$96K +$14.3K +3,000 +17%
Ameriprise
12
Ameriprise
Minnesota
$94K – – –
TC
13
TFS Capital
Pennsylvania
$86K -$337K -70,772 -80%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72K – – –
LCM
15
Landscape Capital Management
New Jersey
$70K +$70.2K +14,742 New
U
16
UBS
Switzerland
$69K +$19.9K +4,174 +40%
FAAS
17
First Allied Advisory Services
California
$58K +$57.1K +12,000 New
Creative Planning
18
Creative Planning
Kansas
$53K – – –
RJT
19
Raymond James Trust
Florida
$49K – – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$48K – – –
CA
21
Cetera Advisors
Colorado
$48K +$47.6K +10,000 New
Wells Fargo
22
Wells Fargo
California
$37K +$3.33K +700 +10%
Citigroup
23
Citigroup
New York
$24K +$23.8K +5,000 New
PSI
24
Pinnacle Summer Investments
Virginia
$18K +$17.6K +3,700 New
WA
25
Waverly Advisors
Alabama
$10K – – –
1
2

CXE Hedge Fund Activity: Q3 2014 in Review

29 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2014, worth a combined $9.22M — up 6.8% from $8.63M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CXE positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $503K. The largest seller was TFS Capital, cutting an estimated $337K.

  • 29 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2014, up from 24 in Q2 2014.
  • Funds reported $9.22M of MFS High Income Municipal Trust stock for Q3 2014, up 6.8% quarter-over-quarter.
  • 5 funds opened new MFS High Income Municipal Trust positions in Q3 2014 and 0 closed out, a net change of +5 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2014 was Advisors Asset Management, an estimated $503K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2014 was TFS Capital, an estimated $337K sold.

Based on aggregated 13F filings for Q3 2014.