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CXE

MFS High Income Municipal Trust

Delisted

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

29 hedge funds and large institutions have $14.2M invested in MFS High Income Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0.82% less ownership

Funds ownership: 9.26%8.44% (-0.82%)

11% less capital invested

Capital invested by funds: $16M → $14.2M (-$1.81M)

12% less funds holding

Funds holding: 3329 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.34M -$115K -21,214 -3%
RCM
2
Robinson Capital Management
Michigan
$2.33M +$25.1K +4,612 +1%
MSL
3
Mackay Shields LLC
New York
$1.94M -$549K -101,111 -22%
Morgan Stanley
4
Morgan Stanley
New York
$1.04M -$190K -35,013 -15%
Bank of America
5
Bank of America
North Carolina
$941K +$18.9K +3,478 +2%
RJA
6
Raymond James & Associates
Florida
$741K -$394K -72,584 -34%
UBS Group
7
UBS Group
Switzerland
$617K -$3.17K -584 -0.5%
IA
8
IFP Advisors
Florida
$544K
VanEck Associates
9
VanEck Associates
New York
$530K +$102K +18,846 +24%
TCM
10
Traynor Capital Management
Pennsylvania
$405K -$4.75K -874 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$387K
Ameriprise
12
Ameriprise
Minnesota
$340K +$117K +21,596 +52%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$217K
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$154K
Creative Planning
15
Creative Planning
Kansas
$92K +$5.43K +1,000 +6%
HK
16
Horizon Kinetics
New York
$90K
RJT
17
Raymond James Trust
Florida
$84K
AIA
18
Allegis Investment Advisors
Idaho
$84K +$5.4K +993 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$80K +$9.44K +1,738 +13%
Wells Fargo
20
Wells Fargo
California
$67K
MF
21
Magnetar Financial
Illinois
$66K -$18K -3,312 -20%
LPL Financial
22
LPL Financial
California
$53K +$130 +24 +0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31K -$359 -66 -1%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$25K -$122K -22,401 -83%
GWM
25
Geneos Wealth Management
Colorado
$13K

CXE Hedge Fund Activity: Q3 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2016, worth a combined $14.2M — down 11% from $16M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CXE and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Ameriprise, adding an estimated $117K. The largest seller was Mackay Shields LLC, cutting an estimated $549K.

  • 29 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2016, down from 33 in Q2 2016.
  • Funds reported $14.2M of MFS High Income Municipal Trust stock for Q3 2016, down 11% quarter-over-quarter.
  • 0 funds opened new MFS High Income Municipal Trust positions in Q3 2016 and 3 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2016 was Ameriprise, an estimated $117K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2016 was Mackay Shields LLC, an estimated $549K sold.

Based on aggregated 13F filings for Q3 2016.