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CXE

MFS High Income Municipal Trust

Delisted

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

33 hedge funds and large institutions have $14.8M invested in MFS High Income Municipal Trust in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $13.7M → $14.8M (+$1.08M)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.2% less ownership

Funds ownership: 9.38%9.18% (-0.2%)

13% less funds holding

Funds holding: 3833 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.17M +$38.4K +7,767 +1%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.85M +$2.76M +558,089 New
MSL
3
Mackay Shields LLC
New York
$1.55M
Bank of America
4
Bank of America
North Carolina
$642K -$39.6K -8,000 -6%
VanEck Associates
5
VanEck Associates
New York
$517K +$49.4K +9,982 +11%
Morgan Stanley
6
Morgan Stanley
New York
$501K +$77.8K +15,740 +19%
RCM
7
Robinson Capital Management
Michigan
$491K +$56.3K +11,383 +13%
RJA
8
Raymond James & Associates
Florida
$447K -$74 -15 -0%
TC
9
TownSquare Capital
Utah
$431K +$50.1K +10,134 +14%
GC
10
Guggenheim Capital
Illinois
$345K -$5.45K -1,101 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$339K -$5.16K -1,043 -2%
TCM
12
Traynor Capital Management
Pennsylvania
$296K +$2.56K +517 +0.9%
COLIM
13
City of London Investment Management
United Kingdom
$276K
Wells Fargo
14
Wells Fargo
California
$240K -$5 -1 -0%
CIA
15
Capital Investment Advisors
Georgia
$208K
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$205K
PAG
17
Private Advisor Group
New Jersey
$175K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$164K -$2.23K -450 -1%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$116K -$172K -34,793 -61%
CA
20
Cetera Advisors
Colorado
$102K +$49.5K +10,000 +100%
LPL Financial
21
LPL Financial
California
$93K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$89K +$86.1K +17,404 New
BCA
23
Bay Colony Advisors
Massachusetts
$83K +$81K +16,369 New
SVWA
24
Sound View Wealth Advisors
Georgia
$77K
CFG
25
CKW Financial Group
Hawaii
$76K

CXE Hedge Fund Activity: Q1 2019 in Review

33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2019, worth a combined $14.8M — up 7.8% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CXE and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $86.1K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $172K.

  • 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2019, down from 38 in Q4 2018.
  • Funds reported $14.8M of MFS High Income Municipal Trust stock for Q1 2019, up 7.8% quarter-over-quarter.
  • 4 funds opened new MFS High Income Municipal Trust positions in Q1 2019 and 8 closed out, a net change of -4 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $86.1K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2019 was Thomas J. Herzfeld Advisors, an estimated $172K sold.

Based on aggregated 13F filings for Q1 2019.