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CXE

MFS High Income Municipal Trust

Delisted

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

29 hedge funds and large institutions have $16.1M invested in MFS High Income Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $16M → $16.1M (+$111K)

0.27% more ownership

Funds ownership: 9.25%9.52% (+0.27%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

9% less funds holding

Funds holding: 3229 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.7M +$10.4K +1,928 +0.3%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.99M -$5.04K -934 -0.2%
MSL
3
Mackay Shields LLC
New York
$2.59M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$994K +$228K +42,350 +30%
VanEck Associates
5
VanEck Associates
New York
$596K +$5.33K +988 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$543K -$739 -137 -0.1%
RJA
7
Raymond James & Associates
Florida
$477K -$4.33K -803 -0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$463K +$110K +20,349 +31%
IAA
9
Independent Advisor Alliance
North Carolina
$459K +$460K +85,311 New
TC
10
TownSquare Capital
Utah
$407K
Wells Fargo
11
Wells Fargo
California
$396K -$8K -1,484 -2%
GC
12
Guggenheim Capital
Illinois
$359K -$561 -104 -0.2%
TCM
13
Traynor Capital Management
Pennsylvania
$297K -$11K -2,035 -4%
CIA
14
Capital Investment Advisors
Georgia
$246K +$45.8K +8,500 +23%
MWPCG
15
Measured Wealth Private Client Group
New Hampshire
$226K
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$216K
PAG
17
Private Advisor Group
New Jersey
$184K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$177K +$4.85K +900 +3%
Bank of America
19
Bank of America
North Carolina
$150K +$151K +27,953 New
CA
20
Cetera Advisors
Colorado
$110K
LPL Financial
21
LPL Financial
California
$98K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$81K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$76K +$15.4K +2,863 +25%
HR
24
Hayden Royal
North Carolina
$73.6K +$80.9K +15,000 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$69K -$518 -96 -0.7%

CXE Hedge Fund Activity: Q4 2019 in Review

29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2019, worth a combined $16.1M — up 0.69% from $16M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $460K. The largest seller was City of London Investment Management, exiting entirely with an estimated $296K sold.

  • 29 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2019, down from 32 in Q3 2019.
  • Funds reported $16.1M of MFS High Income Municipal Trust stock for Q4 2019, up 0.69% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q4 2019 and 5 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2019 was Independent Advisor Alliance, an estimated $460K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2019 was City of London Investment Management, an estimated $296K sold.

Based on aggregated 13F filings for Q4 2019.