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CXE

MFS High Income Municipal Trust
CXE

Delisted

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

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47 hedge funds and large institutions have $18.9M invested in MFS High Income Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 45 → 47 (+2)

0.91% more ownership

Funds ownership: 15.01% → 15.92% (+0.91%)

9% less capital invested

Capital invested by funds: $20.7M → $18.9M (-$1.83M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.92M
2
Morgan Stanley
Morgan Stanley
New York
+$1.49M
3
Bank of America
Bank of America
North Carolina
+$771K
4
SIA
Sit Investment Associates
Minnesota
+$337K
5
ACA
Ackerman Capital Advisors
Texas
+$305K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.4M
2
RCM
Robinson Capital Management
Michigan
-$425K
3
Wells Fargo
Wells Fargo
California
-$407K
4
RCM
Rivernorth Capital Management
Florida
-$392K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$127K +$4.74K +1,200 +4%
QC
27
Quantedge Capital
Singapore
$111K +$117K +29,567 New
TCM
28
Traynor Capital Management
Pennsylvania
$91K -$43.3K -10,947 -31%
Nomura Holdings
29
Nomura Holdings
Japan
$73K +$75.1K +19,000 New
LPL Financial
30
LPL Financial
California
$66K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$65K -$31K -7,858 -31%
TC
32
TownSquare Capital
Utah
$62K -$15.8K -4,000 -20%
CA
33
Cetera Advisors
Colorado
$62K -$7.9K -2,000 -11%
HH
34
Hilltop Holdings
Texas
$56K – – –
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$56K – – –
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$49K – – –
NA
37
NewEdge Advisors
Louisiana
$44K +$1.58K +400 +4%
RJT
38
Raymond James Trust
Florida
$41K – – –
WAM
39
Wolverine Asset Management
Illinois
$41K +$43.1K +10,918 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$40K +$41.9K +10,613 New
DWM
41
Drive Wealth Management
Utah
$38K +$39.8K +10,071 New
MWM
42
Mascoma Wealth Management
New Hampshire
$9K +$9.95K +2,517 New
TFP
43
Tilia Fiduciary Partners
North Carolina
$8K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$5K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$3K +$28 +7 +1%
IA
46
IFP Advisors
Florida
$1K – – –
PFBT
47
Parkside Financial Bank & Trust
Missouri
$1K +$1.55K +393 New
AFG
48
Albion Financial Group
Utah
– -$154K -35,000 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$131K -29,795 Closed
WAM
50
Worth Asset Management
Texas
– -$117K -29,642 Closed
1
2
3

CXE Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2022, worth a combined $18.9M — down 8.8% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXE positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.92M. The largest seller was UBS Group, cutting an estimated $1.4M.

  • 47 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $18.9M of MFS High Income Municipal Trust stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2022 was Commonwealth Equity Services, an estimated $1.92M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2022 was UBS Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2022.