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CXE

MFS High Income Municipal Trust

Delisted

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

60 hedge funds and large institutions have $48.3M invested in MFS High Income Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $47.4M → $48.3M (+$869K)

0.64% more ownership

Funds ownership: 40.63%41.27% (+0.64%)

2% less funds holding

Funds holding: 6160 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$4.7M +$276K +72,967 +6%
UBS Group
2
UBS Group
Switzerland
$4.44M -$144K -38,218 -3%
SCM
3
Saba Capital Management
New York
$4.12M -$353K -93,407 -8%
Bank of America
4
Bank of America
North Carolina
$3.82M +$16.4K +4,334 +0.4%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$3.71M +$468K +123,835 +14%
RCM
6
Rivernorth Capital Management
Florida
$3.42M -$82.6K -21,851 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.47M
RCM
8
Robinson Capital Management
Michigan
$2.39M +$245K +64,788 +11%
SIA
9
Sit Investment Associates
Minnesota
$2.35M +$528K +139,777 +28%
SF
10
Summit Financial
New Jersey
$2.14M -$123K -32,620 -5%
WA
11
Whitebox Advisors
Minnesota
$1.9M
COLIM
12
City of London Investment Management
United Kingdom
$1.77M +$1.06M +280,000 +143%
BI
13
Bulldog Investors
New Jersey
$1.67M
Morgan Stanley
14
Morgan Stanley
New York
$1.09M +$84.8K +22,440 +8%
CEFA
15
Closed-End Fund Advisors
Virginia
$1.02M +$20.5K +5,428 +2%
NA
16
NewEdge Advisors
Louisiana
$746K +$131K +34,737 +21%
MWM
17
Melfa Wealth Management
Massachusetts
$614K +$676 +179 +0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$404K +$5.84K +1,545 +1%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$386K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$382K +$8.86K +2,344 +2%
RP
21
Riverbridge Partners
Minnesota
$377K +$58.3K +15,429 +18%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$328K -$296K -78,253 -47%
CCG
23
Catalina Capital Group
California
$304K +$846 +224 +0.3%
MC
24
Matisse Capital
Oregon
$271K
NWMP
25
Noble Wealth Management PBC
Colorado
$268K -$141K -37,335 -34%

CXE Hedge Fund Activity: Q1 2026 in Review

60 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2026, worth a combined $48.3M — up 1.8% from $47.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CXE and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was City of London Investment Management, adding an estimated $1.06M. The largest seller was Logan Stone Capital, cutting an estimated $397K.

  • 60 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2026, down from 61 in Q4 2025.
  • Funds reported $48.3M of MFS High Income Municipal Trust stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q1 2026 was City of London Investment Management, an estimated $1.06M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2026 was Logan Stone Capital, an estimated $397K sold.

Based on aggregated 13F filings for Q1 2026.