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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 $17.1M invested in MFS High Income Municipal Trust in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.17% less ownership

Funds ownership: 11.54%10.37% (-1.2%)

9% less capital invested

Capital invested by funds: $18.9M → $17.1M (-$1.78M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

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
7
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
1
Horizon Kinetics
New York
$2.93M +$468K +88,715 +19%
UBS Group
2
UBS Group
Switzerland
$2.23M +$842K +159,511 +60%
Invesco
3
Invesco
Georgia
$1.85M +$890K +168,582 +91%
LCM
4
Laurion Capital Management
New York
$1.61M +$1.62M +307,684 New
MSL
5
Mackay Shields LLC
New York
$1.59M -$307K -58,100 -16%
Bank of America
6
Bank of America
North Carolina
$1.33M -$31.1K -5,887 -2%
AAM
7
Advisors Asset Management
Colorado
$1.3M -$1.24M -235,089 -49%
Morgan Stanley
8
Morgan Stanley
New York
$601K -$1.27M -240,341 -68%
RJA
9
Raymond James & Associates
Florida
$542K -$3.17K -600 -0.6%
VanEck Associates
10
VanEck Associates
New York
$424K +$27.6K +5,222 +7%
TCM
11
Traynor Capital Management
Pennsylvania
$410K -$13.4K -2,535 -3%
IA
12
IFP Advisors
Florida
$407K
Wells Fargo
13
Wells Fargo
California
$281K -$112K -21,237 -28%
ICA
14
Infrastructure Capital Advisors
New York
$229K
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$219K
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$212K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$210K +$10.6K +2,000 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$190K -$1.35K -256 -0.7%
RCM
19
Robinson Capital Management
Michigan
$127K -$1.88M -356,201 -94%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$116K -$16.2K -3,076 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$94K +$2.9K +550 +3%
Ameriprise
22
Ameriprise
Minnesota
$73K -$382K -72,439 -84%
Creative Planning
23
Creative Planning
Kansas
$56K +$9.87K +1,871 +21%
RJT
24
Raymond James Trust
Florida
$54K
GWM
25
Geneos Wealth Management
Colorado
$13K

CXE Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $17.1M — down 9.4% from $18.9M a quarter earlier.

Fund positioning in CXE was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 11 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.62M. The largest seller was Robinson Capital Management, cutting an estimated $1.88M.

  • 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $17.1M of MFS High Income Municipal Trust stock for Q3 2017, down 9.4% quarter-over-quarter.
  • 2 funds opened new MFS High Income Municipal Trust positions in Q3 2017 and 2 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2017 was Laurion Capital Management, an estimated $1.62M added.
  • The largest MFS High Income Municipal Trust seller in Q3 2017 was Robinson Capital Management, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2017.