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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
Raymond James Financial
26
Raymond James Financial
Florida
$244K -$80.2K -21,231 -24%
CIA
27
Capital Investment Advisors
Georgia
$239K
Truist Financial
28
Truist Financial
North Carolina
$233K -$1.58K -419 -0.7%
SPIA
29
Steward Partners Investment Advisory
New York
$209K -$119K -31,448 -36%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$204K -$1.58K -419 -0.8%
LSC
31
Logan Stone Capital
Illinois
$182K -$397K -104,965 -68%
KAS
32
Kestra Advisory Services
Texas
$165K +$169K +44,590 New
NPFS
33
Novak & Powell Financial Services
Florida
$142K +$2.06K +545 +1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$125K +$38.1K +10,082 +43%
Mariner
35
Mariner
Kansas
$110K +$1.59K +420 +1%
Stifel Financial
36
Stifel Financial
Missouri
$110K
EPW
37
Evolve Private Wealth
California
$90.1K -$2.33K -618 -2%
LPL Financial
38
LPL Financial
California
$86.4K +$25.2K +6,673 +40%
RMDI
39
R.M. Davis Inc
Maine
$85.7K -$30.2K -8,000 -26%
HKAM
40
Horizon Kinetics Asset Management
New York
$79.9K -$19.6K -5,189 -19%
BF
41
BOK Financial
Oklahoma
$74.7K
Osaic Holdings
42
Osaic Holdings
Arizona
$69.9K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$67.1K
AA
44
ACT Advisors
North Carolina
$65.6K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$62.6K -$102K -27,121 -62%
MA
46
Mutual Advisors
Nebraska
$61.2K +$62.3K +16,496 New
HighTower Advisors
47
HighTower Advisors
Illinois
$56.6K -$35.8K -9,483 -38%
FFA
48
Farther Finance Advisors
California
$55.4K +$56.7K +15,000 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$53.4K +$54.4K +14,390 New
CCM
50
Collar Capital Management
Wisconsin
$51.9K

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.