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CXE

MFS High Income Municipal Trust

Delisted

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

33 hedge funds and large institutions have $11M invested in MFS High Income Municipal Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

19% more capital invested

Capital invested by funds: $9.22M → $11M (+$1.77M)

14% more funds holding

Funds holding: 2933 (+4)

0.99% more ownership

Funds ownership: 6.16%7.15% (+0.99%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.02M -$908K -188,886 -19%
Morgan Stanley
2
Morgan Stanley
New York
$1.29M +$355K +73,933 +39%
MSL
3
Mackay Shields LLC
New York
$976K +$962K +200,000 New
LPL Financial
4
LPL Financial
California
$808K +$97.1K +20,187 +14%
RJA
5
Raymond James & Associates
Florida
$762K +$359K +74,642 +92%
LCM
6
Laurion Capital Management
New York
$551K +$543K +112,845 New
CA
7
Cornerstone Advisors
North Carolina
$427K
TCM
8
Traynor Capital Management
Pennsylvania
$418K +$413K +85,802 New
Bank of America
9
Bank of America
North Carolina
$280K +$69.8K +14,522 +34%
UBS Group
10
UBS Group
Switzerland
$197K +$194K +40,316 New
WAM
11
Wolverine Asset Management
Illinois
$196K -$299K -62,235 -61%
VanEck Associates
12
VanEck Associates
New York
$177K +$14.9K +3,095 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$109K -$25.4K -5,288 -19%
OC
14
Oppenheimer & Co
New York
$108K +$106K +22,115 New
ICAS
15
Investors Capital Advisory Services
Massachusetts
$99K
Ameriprise
16
Ameriprise
Minnesota
$98K +$1.71K +355 +2%
HK
17
Horizon Kinetics
New York
$79K -$116K -24,146 -60%
Creative Planning
18
Creative Planning
Kansas
$62K +$7.21K +1,500 +13%
FAAS
19
First Allied Advisory Services
California
$58K
RJT
20
Raymond James Trust
Florida
$50K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$49K
CA
22
Cetera Advisors
Colorado
$49K
Wells Fargo
23
Wells Fargo
California
$25K -$13.1K -2,733 -35%
Citigroup
24
Citigroup
New York
$24K
PSI
25
Pinnacle Summer Investments
Virginia
$18K

CXE Hedge Fund Activity: Q4 2014 in Review

33 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2014, worth a combined $11M — up 19% from $9.22M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CXE positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $962K. The largest seller was Advisors Asset Management, cutting an estimated $908K.

  • 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2014, up from 29 in Q3 2014.
  • Funds reported $11M of MFS High Income Municipal Trust stock for Q4 2014, up 19% quarter-over-quarter.
  • 8 funds opened new MFS High Income Municipal Trust positions in Q4 2014 and 3 closed out, a net change of +5 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2014 was Mackay Shields LLC, an estimated $962K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2014 was Advisors Asset Management, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2014.