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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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44 hedge funds and large institutions have $15.8M invested in MFS High Income Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% less ownership

Funds ownership: 15.92% → 14.87% (-1.1%)

6% less funds holding

Funds holding: 47 → 44 (-3)

16% less capital invested

Capital invested by funds: $18.9M → $15.8M (-$3.12M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$915K
2
Bank of America
Bank of America
North Carolina
+$771K
3
Morgan Stanley
Morgan Stanley
New York
+$469K
4
BCM
Brookstone Capital Management
Illinois
+$121K
5
SWM
Silverlake Wealth Management
Vermont
+$66.6K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$665K
3
SMH
Sanders Morris Harris
Texas
-$445K
4
HKAM
Horizon Kinetics Asset Management
New York
-$330K
5
MC
Matisse Capital
Oregon
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quantedge Capital
Singapore
$60K -$45.9K -11,900 -40%
LPL Financial
27
LPL Financial
California
$59K – – –
SWM
28
Silverlake Wealth Management
Vermont
$58.2K +$66.6K +17,273 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$58K – – –
CA
30
Cetera Advisors
Colorado
$56K – – –
HH
31
Hilltop Holdings
Texas
$51K – – –
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$51K – – –
TC
33
TownSquare Capital
Utah
$46K -$10.7K -2,775 -17%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$44K – – –
NA
35
NewEdge Advisors
Louisiana
$37K -$2.7K -700 -6%
RJT
36
Raymond James Trust
Florida
$37K – – –
IWC
37
Integrated Wealth Concepts
Massachusetts
$36K – – –
DWM
38
Drive Wealth Management
Utah
$34K +$493 +128 +1%
MWM
39
Mascoma Wealth Management
New Hampshire
$8K – – –
TFP
40
Tilia Fiduciary Partners
North Carolina
$7K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$5K – – –
Bessemer Group
42
Bessemer Group
New Jersey
$2K +$197 +51 +7%
IA
43
IFP Advisors
Florida
$1K – – –
PFBT
44
Parkside Financial Bank & Trust
Missouri
$1K +$19 +5 +1%
RCM
45
Rivernorth Capital Management
Florida
– -$1M -266,858 Closed
SMH
46
Sanders Morris Harris
Texas
– -$445K -116,251 Closed
MC
47
Matisse Capital
Oregon
– -$267K -70,988 Closed
Nomura Holdings
48
Nomura Holdings
Japan
– -$73K -19,000 Closed
WAM
49
Wolverine Asset Management
Illinois
– -$41K -10,918 Closed
1
2

CXE Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2022, worth a combined $15.8M — down 16% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $915K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1M sold.

  • 44 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $15.8M of MFS High Income Municipal Trust stock for Q3 2022, down 16% quarter-over-quarter.
  • 2 funds opened new MFS High Income Municipal Trust positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2022 was Commonwealth Equity Services, an estimated $915K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $1M sold.

Based on aggregated 13F filings for Q3 2022.