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CXE

MFS High Income Municipal Trust

Delisted

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

38 hedge funds and large institutions have $13.7M invested in MFS High Income Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.27% less ownership

Funds ownership: 9.65%9.38% (-0.27%)

5% less funds holding

Funds holding: 4038 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

49% less capital invested

Capital invested by funds: $26.9M → $13.7M (-$13.2M)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.75M -$296K -62,316 -7%
HK
2
Horizon Kinetics
New York
$2.56M
MSL
3
Mackay Shields LLC
New York
$1.41M
Bank of America
4
Bank of America
North Carolina
$619K -$170K -35,715 -21%
VanEck Associates
5
VanEck Associates
New York
$422K +$36K +7,569 +9%
RJA
6
Raymond James & Associates
Florida
$405K +$7.12K +1,496 +2%
RCM
7
Robinson Capital Management
Michigan
$392K -$68.3K -14,346 -14%
Morgan Stanley
8
Morgan Stanley
New York
$381K -$23.3K -4,900 -6%
TC
9
TownSquare Capital
Utah
$370K +$353K +74,253 New
GC
10
Guggenheim Capital
Illinois
$318K +$162K +34,081 +99%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$312K +$87.1K +18,300 +37%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$266K +$105K +22,003 +62%
TCM
13
Traynor Capital Management
Pennsylvania
$265K +$2.64K +555 +1%
COLIM
14
City of London Investment Management
United Kingdom
$249K
Wells Fargo
15
Wells Fargo
California
$218K
CIA
16
Capital Investment Advisors
Georgia
$189K +$54.7K +11,500 +39%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$186K
PAG
18
Private Advisor Group
New Jersey
$158K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$151K
Fisher Asset Management
20
Fisher Asset Management
Washington
$139K +$143K +30,000 New
WAM
21
Weiss Asset Management
Massachusetts
$138K +$142K +29,900 New
LCM
22
Landscape Capital Management
New Jersey
$110K +$113K +23,842 New
LPL Financial
23
LPL Financial
California
$84K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$84K +$86.6K +18,206 New
CFG
25
CKW Financial Group
Hawaii
$69K

CXE Hedge Fund Activity: Q4 2018 in Review

38 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2018, worth a combined $13.7M — down 49% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CXE and 9 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Guggenheim Capital, adding an estimated $162K. The largest seller was Ameriprise, exiting entirely with an estimated $11.9M sold.

  • 38 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $13.7M of MFS High Income Municipal Trust stock for Q4 2018, down 49% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q4 2018 and 11 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2018 was Guggenheim Capital, an estimated $162K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2018 was Ameriprise, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2018.