MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
30 hedge funds and large institutions have $13.3M invested in MFS High Income Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.
1% more capital invested
Capital invested by funds: $13.2M → $13.3M (+$98K)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0.04% less ownership
Funds ownership: 8.96% → 8.92% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$275K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$269K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$149K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$111K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$82.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$270K |
| 2 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$195K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$187K |
| 4 |
VanEck Associates
New York
|
-$129K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$75.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $48K | +$49.7K | +10,154 | New |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $30K | -$41.9K | -8,549 | -57% |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $29K | – | – | – |
|
|
NFSG
29
Newbridge Financial Services Group
Boca Raton,
Florida
| $13K | +$13.6K | +2,768 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $7K | – | – | – |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $1K | – | – | – |
|
|
GC
32
Guggenheim Capital
Chicago,
Illinois
| – | -$270K | -57,859 | Closed |
|
|
MWPCG
33
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$195K | -41,950 | Closed |
|
|
ACA
34
Ackerman Capital Advisors
Dallas,
Texas
| – | -$187K | -40,155 | Closed |
|
|
HR
35
Hayden Royal
Charlotte,
North Carolina
| – | -$61K | -15,000 | Closed |
|
|
PAG
36
Private Advisor Group
Morristown,
New Jersey
| – | -$3K | -750 | Closed |
|
CXE Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2020, worth a combined $13.3M — up 0.74% from $13.2M a quarter earlier.
Fund positioning in CXE was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 8 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $275K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $270K sold.
- 30 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $13.3M of MFS High Income Municipal Trust stock for Q3 2020, up 0.74% quarter-over-quarter.
- 5 funds opened new MFS High Income Municipal Trust positions in Q3 2020 and 5 closed out, a net change of 0 holders.
- The largest MFS High Income Municipal Trust buyer in Q3 2020 was Osaic Holdings, an estimated $275K added.
- The largest MFS High Income Municipal Trust seller in Q3 2020 was Guggenheim Capital, an estimated $270K sold.
Based on aggregated 13F filings for Q3 2020.