We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

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

31 hedge funds and large institutions have $15M invested in MFS High Income Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 2931 (+2)

5% more capital invested

Capital invested by funds: $14.2M → $15M (+$766K)

1.27% more ownership

Funds ownership: 8.44%9.71% (+1.3%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.8M -$255K -51,108 -8%
RCM
2
Robinson Capital Management
Michigan
$2.27M +$144K +28,754 +7%
MSL
3
Mackay Shields LLC
New York
$1.77M
Morgan Stanley
4
Morgan Stanley
New York
$1.77M +$831K +166,280 +86%
UBS Group
5
UBS Group
Switzerland
$1.24M +$692K +138,576 +120%
Bank of America
6
Bank of America
North Carolina
$1.15M +$296K +59,179 +34%
RJA
7
Raymond James & Associates
Florida
$794K +$119K +23,868 +17%
TCM
8
Traynor Capital Management
Pennsylvania
$401K +$3.46K +692 +0.9%
IA
9
IFP Advisors
Florida
$400K -$98.9K -19,800 -20%
Ameriprise
10
Ameriprise
Minnesota
$397K +$88.2K +17,649 +28%
Wells Fargo
11
Wells Fargo
California
$367K +$312K +62,448 +500%
VanEck Associates
12
VanEck Associates
New York
$338K -$149K -29,884 -30%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$249K -$107K -21,365 -30%
ICA
14
Infrastructure Capital Advisors
New York
$214K +$219K +43,737 New
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$141K
AIA
16
Allegis Investment Advisors
Idaho
$113K +$37K +7,415 +47%
DA
17
Doliver Advisors
Texas
$106K +$108K +21,708 New
HK
18
Horizon Kinetics
New York
$82K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$75K +$2.02K +405 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$61K +$32.5K +6,500 +111%
Creative Planning
21
Creative Planning
Kansas
$55K -$29.5K -5,900 -35%
RJT
22
Raymond James Trust
Florida
$50K -$27.1K -5,415 -34%
LPL Financial
23
LPL Financial
California
$50K +$285 +57 +0.6%
BAS
24
Brown Advisory Securities
Maryland
$50K +$50.7K +10,145 New
GWM
25
Geneos Wealth Management
Colorado
$12K

CXE Hedge Fund Activity: Q4 2016 in Review

31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2016, worth a combined $15M — up 5.4% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $831K. The largest seller was Advisors Asset Management, cutting an estimated $255K.

  • 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2016, up from 29 in Q3 2016.
  • Funds reported $15M of MFS High Income Municipal Trust stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2016 was Morgan Stanley, an estimated $831K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2016 was Advisors Asset Management, an estimated $255K sold.

Based on aggregated 13F filings for Q4 2016.