We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

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

37 hedge funds and large institutions have $17.1M invested in MFS High Income Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12% more funds holding

Funds holding: 3337 (+4)

1% more capital invested

Capital invested by funds: $16.9M → $17.1M (+$168K)

0.06% more ownership

Funds ownership: 10.82%10.88% (+0.06%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.96M +$272K +55,269 +7%
HK
2
Horizon Kinetics
New York
$2.79M
LCM
3
Laurion Capital Management
New York
$1.9M -$4.71K -959 -0.3%
MSL
4
Mackay Shields LLC
New York
$1.51M
Invesco
5
Invesco
Georgia
$1.49M -$194K -39,387 -12%
Bank of America
6
Bank of America
North Carolina
$773K +$32.9K +6,699 +5%
Morgan Stanley
7
Morgan Stanley
New York
$735K -$26.6K -5,419 -4%
RJA
8
Raymond James & Associates
Florida
$480K -$5.43K -1,105 -1%
VanEck Associates
9
VanEck Associates
New York
$479K +$134K +27,297 +40%
IA
10
IFP Advisors
Florida
$345K +$113K +22,901 +49%
TCM
11
Traynor Capital Management
Pennsylvania
$291K -$3.24K -659 -1%
Wells Fargo
12
Wells Fargo
California
$234K +$67.6K +13,748 +41%
ICA
13
Infrastructure Capital Advisors
New York
$218K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$204K +$14.7K +3,000 +8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$203K +$155K +31,496 +340%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$200K -$7.58K -1,542 -4%
PAG
17
Private Advisor Group
New Jersey
$169K +$168K +34,231 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$160K
LPL Financial
19
LPL Financial
California
$90K
CF
20
Centaurus Financial
California
$87K +$86K +17,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$84K +$373 +76 +0.5%
CIA
22
Capital Investment Advisors
Georgia
$81K -$4.91K -1,000 -6%
DA
23
Doliver Advisors
Texas
$76K -$199K -40,465 -73%
CFG
24
CKW Financial Group
Hawaii
$74K +$73.1K +14,867 New
ATC
25
Argent Trust Co
Tennessee
$66K

CXE Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2018, worth a combined $17.1M — up 0.99% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $272K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $543K sold.

  • 37 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2018, up from 33 in Q1 2018.
  • Funds reported $17.1M of MFS High Income Municipal Trust stock for Q2 2018, up 0.99% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2018 was UBS Group, an estimated $272K added.
  • The largest MFS High Income Municipal Trust seller in Q2 2018 was Advisors Asset Management, an estimated $543K sold.

Based on aggregated 13F filings for Q2 2018.