MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
32 hedge funds and large institutions have $20.5M invested in MFS High Income Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
46% more capital invested
Capital invested by funds: $14M → $20.5M (+$6.45M)
7% more funds holding
Funds holding: 30 → 32 (+2)
3.96% more ownership
Funds ownership: 8.79% → 12.75% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$207K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$194K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$142K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$83.3K |
| 5 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
+$59.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$443K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$149K |
| 3 |
Millennium Management
New York
|
-$148K |
| 4 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$112K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$62.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
26
Raymond James Trust
St. Petersburg,
Florida
| $56K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $32K | – | – | – |
|
|
CBT
28
CoreFirst Bank & Trust
Topeka,
Kansas
| $20K | +$20.3K | +4,000 | New |
|
|
NFSG
29
Newbridge Financial Services Group
Boca Raton,
Florida
| $14K | – | – | – |
|
|
FIA
30
FNY Investment Advisers
New York
| $10K | -$62.2K | -12,244 | -86% |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $7.26K | – | – | – |
|
|
M
32
MOTCO
San Antonio,
Texas
| $6K | -$6.3K | -1,241 | -50% |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$149K | -29,397 | Closed |
|
|
34
Millennium Management
New York
| – | -$148K | -29,145 | Closed |
|
CXE Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2021, worth a combined $20.5M — up 46% from $14M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CXE positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $207K. The largest seller was Kestra Advisory Services, cutting an estimated $443K.
- 32 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $20.5M of MFS High Income Municipal Trust stock for Q1 2021, up 46% quarter-over-quarter.
- 4 funds opened new MFS High Income Municipal Trust positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest MFS High Income Municipal Trust buyer in Q1 2021 was Wells Fargo, an estimated $207K added.
- The largest MFS High Income Municipal Trust seller in Q1 2021 was Kestra Advisory Services, an estimated $443K sold.
Based on aggregated 13F filings for Q1 2021.