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CXE

MFS High Income Municipal Trust

Delisted

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

28 hedge funds and large institutions have $18.1M invested in MFS High Income Municipal Trust in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $15M → $18.1M (+$3.1M)

1.73% more ownership

Funds ownership: 9.71%11.44% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

10% less funds holding

Funds holding: 3128 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.68M -$183K -36,698 -6%
RCM
2
Robinson Capital Management
Michigan
$2.35M +$25.2K +5,058 +1%
HK
3
Horizon Kinetics
New York
$2.32M +$2.21M +444,912 +2,654%
MSL
4
Mackay Shields LLC
New York
$1.82M
Morgan Stanley
5
Morgan Stanley
New York
$1.72M -$87.2K -17,516 -5%
UBS Group
6
UBS Group
Switzerland
$1.3M +$27.1K +5,451 +2%
Bank of America
7
Bank of America
North Carolina
$1.24M +$62.7K +12,591 +5%
RJA
8
Raymond James & Associates
Florida
$671K -$142K -28,432 -18%
Ameriprise
9
Ameriprise
Minnesota
$528K +$121K +24,223 +30%
LCM
10
Laurion Capital Management
New York
$504K +$500K +100,450 New
TCM
11
Traynor Capital Management
Pennsylvania
$411K +$642 +129 +0.2%
IA
12
IFP Advisors
Florida
$395K -$14.9K -3,000 -4%
Wells Fargo
13
Wells Fargo
California
$376K -$428 -86 -0.1%
VanEck Associates
14
VanEck Associates
New York
$338K -$8.65K -1,737 -3%
AIA
15
Allegis Investment Advisors
Idaho
$298K +$181K +36,263 +157%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$254K -$1.49K -300 -0.6%
ICA
17
Infrastructure Capital Advisors
New York
$220K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$203K +$202K +40,500 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$144K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$88K +$11K +2,205 +14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62K
RJT
22
Raymond James Trust
Florida
$52K
LPL Financial
23
LPL Financial
California
$52K +$488 +98 +1%
Creative Planning
24
Creative Planning
Kansas
$44K -$11.6K -2,333 -21%
GWM
25
Geneos Wealth Management
Colorado
$12K

CXE Hedge Fund Activity: Q1 2017 in Review

28 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2017, worth a combined $18.1M — up 21% from $15M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Horizon Kinetics, adding an estimated $2.21M. The largest seller was Advisors Asset Management, cutting an estimated $183K.

  • 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2017, down from 31 in Q4 2016.
  • Funds reported $18.1M of MFS High Income Municipal Trust stock for Q1 2017, up 21% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q1 2017 and 5 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2017 was Horizon Kinetics, an estimated $2.21M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2017 was Advisors Asset Management, an estimated $183K sold.

Based on aggregated 13F filings for Q1 2017.