MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $12.6M invested in MFS High Income Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
7% more funds holding
Funds holding: 29 → 31 (+2)
1% less ownership
Funds ownership: 9.52% → 8.52% (-1%)
22% less capital invested
Capital invested by funds: $16.1M → $12.6M (-$3.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$838K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$127K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$123K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$108K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$2.59M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$459K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$184K |
| 4 |
LPL Financial
San Diego,
California
|
-$98K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$31.1K |
CXE Hedge Fund Activity: Q1 2020 in Review
31 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2020, worth a combined $12.6M — down 22% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CXE positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $838K. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $2.59M sold.
- 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2020, up from 29 in Q4 2019.
- Funds reported $12.6M of MFS High Income Municipal Trust stock for Q1 2020, down 22% quarter-over-quarter.
- 8 funds opened new MFS High Income Municipal Trust positions in Q1 2020 and 4 closed out, a net change of +4 holders.
- The largest MFS High Income Municipal Trust buyer in Q1 2020 was UBS Group, an estimated $838K added.
- The largest MFS High Income Municipal Trust seller in Q1 2020 was Mackay Shields LLC, an estimated $2.59M sold.
Based on aggregated 13F filings for Q1 2020.