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CXE

MFS High Income Municipal Trust

Delisted

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

36 hedge funds and large institutions have $13.2M invested in MFS High Income Municipal Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 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

13% more funds holding

Funds holding: 3236 (+4)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1.14% less ownership

Funds ownership: 9.28%8.14% (-1.1%)

9% less capital invested

Capital invested by funds: $14.5M → $13.2M (-$1.28M)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.55M -$49.2K -9,777 -2%
RCM
2
Robinson Capital Management
Michigan
$2.51M +$833K +165,323 +51%
RJA
3
Raymond James & Associates
Florida
$1.47M -$942K -187,018 -40%
Morgan Stanley
4
Morgan Stanley
New York
$1.32M +$141K +27,930 +12%
Bank of America
5
Bank of America
North Carolina
$1.05M +$82.9K +16,458 +9%
UBS Group
6
UBS Group
Switzerland
$592K +$111K +22,068 +24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$439K +$430K +85,475 New
TCM
8
Traynor Capital Management
Pennsylvania
$409K -$36.9K -7,323 -8%
LCM
9
Laurion Capital Management
New York
$406K -$335K -66,492 -46%
VanEck Associates
10
VanEck Associates
New York
$385K +$100K +19,930 +36%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$208K +$204K +40,500 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$197K +$37.3K +7,398 +24%
Ameriprise
13
Ameriprise
Minnesota
$184K +$40.3K +8,000 +29%
VKH
14
Virtu KCG Holdings
New York
$154K +$150K +29,881 New
MSL
15
Mackay Shields LLC
New York
$153K -$1.19M -235,362 -89%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$148K
LPL Financial
17
LPL Financial
California
$133K -$719K -142,697 -85%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$127K +$30.2K +6,000 +32%
CCM
19
Cribstone Capital Management
Maine
$94K -$10 -2 -0%
HK
20
Horizon Kinetics
New York
$86K +$4.03K +800 +5%
Creative Planning
21
Creative Planning
Kansas
$85K -$15.9K -3,167 -16%
TC
22
TFS Capital
Pennsylvania
$83K +$81.1K +16,112 New
AIA
23
Allegis Investment Advisors
Idaho
$75K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$67K
Wells Fargo
25
Wells Fargo
California
$64K +$32.7K +6,485 +108%

CXE Hedge Fund Activity: Q1 2016 in Review

36 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2016, worth a combined $13.2M — down 8.8% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CXE positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $833K. The largest seller was Mackay Shields LLC, cutting an estimated $1.19M.

  • 36 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2016, up from 32 in Q4 2015.
  • Funds reported $13.2M of MFS High Income Municipal Trust stock for Q1 2016, down 8.8% quarter-over-quarter.
  • 8 funds opened new MFS High Income Municipal Trust positions in Q1 2016 and 3 closed out, a net change of +5 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2016 was Robinson Capital Management, an estimated $833K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2016 was Mackay Shields LLC, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2016.