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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 $16M invested in MFS High Income Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $13.2M → $16M (+$2.85M)

1.12% more ownership

Funds ownership: 8.14%9.26% (+1.1%)

8% less funds holding

Funds holding: 3633 (-3)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.54M +$784K +146,794 +30%
MSL
2
Mackay Shields LLC
New York
$2.55M +$2.31M +433,217 +1,459%
RCM
3
Robinson Capital Management
Michigan
$2.37M -$306K -57,308 -12%
Morgan Stanley
4
Morgan Stanley
New York
$1.26M -$152K -28,429 -11%
RJA
5
Raymond James & Associates
Florida
$1.16M -$400K -74,939 -26%
Bank of America
6
Bank of America
North Carolina
$946K -$170K -31,774 -16%
UBS Group
7
UBS Group
Switzerland
$636K +$2.02K +378 +0.3%
IA
8
IFP Advisors
Florida
$558K +$542K +101,515 New
VanEck Associates
9
VanEck Associates
New York
$440K +$27.2K +5,089 +7%
TCM
10
Traynor Capital Management
Pennsylvania
$439K +$3.36K +629 +0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$397K -$70.8K -13,250 -16%
Ameriprise
12
Ameriprise
Minnesota
$230K +$32.4K +6,056 +17%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$223K
ICAS
14
Investors Capital Advisory Services
Massachusetts
$161K +$24K +4,500 +18%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$158K
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$149K -$60.1K -11,246 -29%
HK
17
Horizon Kinetics
New York
$92K
MF
18
Magnetar Financial
Illinois
$90K +$87.7K +16,419 New
Creative Planning
19
Creative Planning
Kansas
$89K -$1.98K -370 -2%
RJT
20
Raymond James Trust
Florida
$86K +$28.9K +5,415 +53%
AIA
21
Allegis Investment Advisors
Idaho
$81K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$72K
VKH
23
Virtu KCG Holdings
New York
$69K -$92.9K -17,388 -58%
Wells Fargo
24
Wells Fargo
California
$69K
Stifel Financial
25
Stifel Financial
Missouri
$59K +$57.1K +10,695 New

CXE Hedge Fund Activity: Q2 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2016, worth a combined $16M — up 22% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CXE and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Mackay Shields LLC, adding an estimated $2.31M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $406K sold.

  • 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2016, down from 36 in Q1 2016.
  • Funds reported $16M of MFS High Income Municipal Trust stock for Q2 2016, up 22% quarter-over-quarter.
  • 4 funds opened new MFS High Income Municipal Trust positions in Q2 2016 and 7 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2016 was Mackay Shields LLC, an estimated $2.31M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2016 was Laurion Capital Management, an estimated $406K sold.

Based on aggregated 13F filings for Q2 2016.