MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
31 hedge funds and large institutions have $21.5M invested in MFS High Income Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $20.5M → $21.5M (+$968K)
0.14% more ownership
Funds ownership: 12.75% → 12.89% (+0.14%)
3% less funds holding
Funds holding: 32 → 31 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$516K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$322K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$250K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$167K |
| 5 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.17M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$108K |
| 3 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
-$60K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$48.3K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $69K | +$70.4K | +13,246 | New |
|
|
RJT
27
Raymond James Trust
St. Petersburg,
Florida
| $58K | – | – | – |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $33K | – | – | – |
|
|
CBT
29
CoreFirst Bank & Trust
Topeka,
Kansas
| $21K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $15K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $8K | – | – | – |
|
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$108K | -21,210 | Closed |
|
|
WF
33
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| – | -$60K | -11,750 | Closed |
|
|
FIA
34
FNY Investment Advisers
New York
| – | -$10K | -2,010 | Closed |
|
|
M
35
MOTCO
San Antonio,
Texas
| – | -$6K | -1,240 | Closed |
|
CXE Hedge Fund Activity: Q2 2021 in Review
31 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2021, worth a combined $21.5M — up 4.7% from $20.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 13 added.
The largest buyer was Robinson Capital Management, opening a new position worth an estimated $516K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.17M.
- 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2021, down from 32 in Q1 2021.
- Funds reported $21.5M of MFS High Income Municipal Trust stock for Q2 2021, up 4.7% quarter-over-quarter.
- 3 funds opened new MFS High Income Municipal Trust positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest MFS High Income Municipal Trust buyer in Q2 2021 was Robinson Capital Management, an estimated $516K added.
- The largest MFS High Income Municipal Trust seller in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2021.