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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 $12.3M invested in MFS High Income Municipal Trust in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $9.44M → $12.3M (+$2.91M)

6% more funds holding

Funds holding: 3133 (+2)

1.75% more ownership

Funds ownership: 6.5%8.25% (+1.8%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.28M +$1.52M +327,407 +214%
AAM
2
Advisors Asset Management
Colorado
$2.1M -$1.36M -292,672 -40%
RCM
3
Rivernorth Capital Management
Florida
$1.44M +$1.4M +302,697 New
Morgan Stanley
4
Morgan Stanley
New York
$1.13M +$229K +49,454 +26%
MSL
5
Mackay Shields LLC
New York
$950K
Bank of America
6
Bank of America
North Carolina
$831K +$162K +34,880 +25%
LSA
7
Liberty Street Advisors
New York
$726K +$708K +152,930 New
LPL Financial
8
LPL Financial
California
$542K -$137K -29,545 -21%
UBS Group
9
UBS Group
Switzerland
$453K +$164K +35,426 +59%
TCM
10
Traynor Capital Management
Pennsylvania
$449K +$47.5K +10,244 +12%
VanEck Associates
11
VanEck Associates
New York
$238K +$16.1K +3,467 +7%
CA
12
Cornerstone Advisors
North Carolina
$230K
Ameriprise
13
Ameriprise
Minnesota
$152K +$6.95K +1,500 +5%
LCM
14
Landscape Capital Management
New Jersey
$114K -$80.8K -17,444 -42%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$112K +$109K +23,533 New
ICAS
16
Investors Capital Advisory Services
Massachusetts
$96K
HK
17
Horizon Kinetics
New York
$76K -$1.47K -317 -2%
Creative Planning
18
Creative Planning
Kansas
$67K +$13.7K +2,967 +27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$62K -$25.9K -5,584 -30%
Citadel Advisors
20
Citadel Advisors
Florida
$60K +$58.1K +12,535 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$52K
RJT
22
Raymond James Trust
Florida
$49K
GWM
23
Gupta Wealth Management
California
$44K +$42.6K +9,200 New
Wells Fargo
24
Wells Fargo
California
$24K
PSI
25
Pinnacle Summer Investments
Virginia
$17K

CXE Hedge Fund Activity: Q3 2015 in Review

33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2015, worth a combined $12.3M — up 31% from $9.44M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.52M. The largest seller was Advisors Asset Management, cutting an estimated $1.36M.

  • 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2015, up from 31 in Q2 2015.
  • Funds reported $12.3M of MFS High Income Municipal Trust stock for Q3 2015, up 31% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q3 2015 and 4 closed out, a net change of +2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2015 was Raymond James & Associates, an estimated $1.52M added.
  • The largest MFS High Income Municipal Trust seller in Q3 2015 was Advisors Asset Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2015.