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CXE

MFS High Income Municipal Trust

Delisted

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

31 hedge funds and large institutions have $9.67M invested in MFS High Income Municipal Trust in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 7.15%6.31% (-0.83%)

6% less funds holding

Funds holding: 3331 (-2)

12% less capital invested

Capital invested by funds: $11M → $9.67M (-$1.31M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.8M -$201K -40,919 -5%
MSL
2
Mackay Shields LLC
New York
$972K
RJA
3
Raymond James & Associates
Florida
$734K -$24.9K -5,071 -3%
LPL Financial
4
LPL Financial
California
$709K -$103K -21,070 -13%
Morgan Stanley
5
Morgan Stanley
New York
$699K -$589K -120,136 -46%
TCM
6
Traynor Capital Management
Pennsylvania
$411K -$5.5K -1,122 -1%
Bank of America
7
Bank of America
North Carolina
$296K +$17K +3,470 +6%
DA
8
Doliver Advisors
Texas
$276K +$279K +56,831 New
TC
9
TFS Capital
Pennsylvania
$273K +$276K +56,197 New
CA
10
Cornerstone Advisors
North Carolina
$270K -$156K -31,793 -36%
VanEck Associates
11
VanEck Associates
New York
$201K +$24.5K +4,992 +14%
UBS Group
12
UBS Group
Switzerland
$180K -$15.9K -3,242 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$109K
OC
14
Oppenheimer & Co
New York
$107K -$5 -1 -0%
Ameriprise
15
Ameriprise
Minnesota
$98K
ICAS
16
Investors Capital Advisory Services
Massachusetts
$98K
HK
17
Horizon Kinetics
New York
$79K
Creative Planning
18
Creative Planning
Kansas
$54K -$7.36K -1,500 -12%
CCP
19
Clough Capital Partners
Massachusetts
$52K +$52K +10,600 New
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
$24K -$741 -151 -3%
Citigroup
24
Citigroup
New York
$24K
PSI
25
Pinnacle Summer Investments
Virginia
$18K

CXE Hedge Fund Activity: Q1 2015 in Review

31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2015, worth a combined $9.67M — down 12% from $11M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $279K. The largest seller was Morgan Stanley, cutting an estimated $589K.

  • 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2015, down from 33 in Q4 2014.
  • Funds reported $9.67M of MFS High Income Municipal Trust stock for Q1 2015, down 12% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q1 2015 and 5 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2015 was Doliver Advisors, an estimated $279K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2015 was Morgan Stanley, an estimated $589K sold.

Based on aggregated 13F filings for Q1 2015.