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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 $18.9M invested in MFS High Income Municipal Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $18.1M → $18.9M (+$815K)

0.1% more ownership

Funds ownership: 11.44%11.54% (+0.1%)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.51M -$264K -51,242 -10%
HK
2
Horizon Kinetics
New York
$2.45M +$46.2K +8,972 +2%
RCM
3
Robinson Capital Management
Michigan
$1.98M -$457K -88,785 -19%
MSL
4
Mackay Shields LLC
New York
$1.88M
Morgan Stanley
5
Morgan Stanley
New York
$1.85M +$63.1K +12,260 +4%
UBS Group
6
UBS Group
Switzerland
$1.39M +$40.7K +7,917 +3%
Bank of America
7
Bank of America
North Carolina
$1.35M +$62.7K +12,195 +5%
Invesco
8
Invesco
Georgia
$959K +$949K +184,454 New
RJA
9
Raymond James & Associates
Florida
$541K -$152K -29,500 -22%
Ameriprise
10
Ameriprise
Minnesota
$450K -$96.8K -18,809 -18%
TCM
11
Traynor Capital Management
Pennsylvania
$427K +$2.41K +468 +0.6%
IA
12
IFP Advisors
Florida
$403K -$5.82K -1,131 -1%
VanEck Associates
13
VanEck Associates
New York
$393K +$43.2K +8,403 +12%
Wells Fargo
14
Wells Fargo
California
$389K -$15 -3 -0%
AIA
15
Allegis Investment Advisors
Idaho
$355K +$45.9K +8,916 +15%
ICA
16
Infrastructure Capital Advisors
New York
$227K
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$217K +$66.9K +13,000 +45%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$211K
SF
19
Synovus Financial
Georgia
$204K +$202K +39,181 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$198K -$64.3K -12,500 -25%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$190K +$188K +36,451 +62,847%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$131K +$66.2K +12,860 +104%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$91K +$26 +5 +0%
RJT
24
Raymond James Trust
Florida
$54K
Creative Planning
25
Creative Planning
Kansas
$46K

CXE Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2017, worth a combined $18.9M — up 4.5% from $18.1M a quarter earlier.

Fund positioning in CXE was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $949K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $504K sold.

  • 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $18.9M of MFS High Income Municipal Trust stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 2 funds opened new MFS High Income Municipal Trust positions in Q2 2017 and 2 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2017 was Invesco, an estimated $949K added.
  • The largest MFS High Income Municipal Trust seller in Q2 2017 was Laurion Capital Management, an estimated $504K sold.

Based on aggregated 13F filings for Q2 2017.