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CXE

MFS High Income Municipal Trust

Delisted

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

32 hedge funds and large institutions have $14.5M invested in MFS High Income Municipal Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $12.3M → $14.5M (+$2.11M)

1.03% more ownership

Funds ownership: 8.25%9.28% (+1%)

3% less funds holding

Funds holding: 3332 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.49M +$311K +64,381 +15%
RJA
2
Raymond James & Associates
Florida
$2.32M -$38.3K -7,919 -2%
RCM
3
Robinson Capital Management
Michigan
$1.58M +$1.56M +322,726 New
MSL
4
Mackay Shields LLC
New York
$1.3M +$314K +65,061 +33%
Morgan Stanley
5
Morgan Stanley
New York
$1.13M -$37.1K -7,690 -3%
Bank of America
6
Bank of America
North Carolina
$920K +$59.3K +12,270 +7%
LPL Financial
7
LPL Financial
California
$832K +$257K +53,185 +46%
LCM
8
Laurion Capital Management
New York
$714K +$703K +145,481 New
RCM
9
Rivernorth Capital Management
Florida
$638K -$835K -172,857 -57%
UBS Group
10
UBS Group
Switzerland
$458K -$10.5K -2,178 -2%
TCM
11
Traynor Capital Management
Pennsylvania
$426K -$36.7K -7,602 -8%
VanEck Associates
12
VanEck Associates
New York
$270K +$23.3K +4,826 +10%
IA
13
IFP Advisors
Florida
$166K +$163K +33,831 New
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$152K +$35.8K +7,403 +31%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$141K +$139K +28,742 New
Ameriprise
16
Ameriprise
Minnesota
$136K -$20.4K -4,230 -13%
PA
17
Planning Alternatives
Michigan
$101K
Creative Planning
18
Creative Planning
Kansas
$96K +$26.6K +5,500 +39%
ICAS
19
Investors Capital Advisory Services
Massachusetts
$92K -$7.25K -1,500 -7%
CCM
20
Cribstone Capital Management
Maine
$86K +$88K +18,217 New
HK
21
Horizon Kinetics
New York
$78K
AIA
22
Allegis Investment Advisors
Idaho
$72K +$70.9K +14,670 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$64K
RJT
24
Raymond James Trust
Florida
$51K
MF
25
Magnetar Financial
Illinois
$49K +$48.5K +10,040 New

CXE Hedge Fund Activity: Q4 2015 in Review

32 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2015, worth a combined $14.5M — up 17% from $12.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CXE and 8 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $703K. The largest seller was Rivernorth Capital Management, cutting an estimated $835K.

  • 32 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2015, down from 33 in Q3 2015.
  • Funds reported $14.5M of MFS High Income Municipal Trust stock for Q4 2015, up 17% quarter-over-quarter.
  • 8 funds opened new MFS High Income Municipal Trust positions in Q4 2015 and 9 closed out, a net change of -1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q4 2015 was Laurion Capital Management, an estimated $703K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2015 was Rivernorth Capital Management, an estimated $835K sold.

Based on aggregated 13F filings for Q4 2015.