We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

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

43 hedge funds and large institutions have $20.2M invested in MFS High Income Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 18.39%19.89% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $20.2M → $20.2M (-$27.9K)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$54.8K +$53.8K +15,000 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$51.4K -$68.6K -19,118 -58%
LCM
28
Landscape Capital Management
New Jersey
$48.9K -$43.5K -12,118 -47%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$47.5K
RJT
30
Raymond James Trust
Florida
$40K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$39.8K +$39.1K +10,900 New
NA
32
NewEdge Advisors
Louisiana
$39.3K
IWC
33
Integrated Wealth Concepts
Massachusetts
$39K
SWM
34
Spire Wealth Management
Virginia
$24.2K
MWM
35
Mascoma Wealth Management
New Hampshire
$8.88K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.51K +$8.37K +2,332 New
WB
37
Webster Bank
Connecticut
$8.35K +$8.21K +2,288 New
ASN
38
Advisory Services Network
Georgia
$5.21K
SPIA
39
Steward Partners Investment Advisory
New York
$5.19K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.65K -$176K -49,027 -6%
Bessemer Group
41
Bessemer Group
New Jersey
$2K -$1.35K -376 -48%
PFBT
42
Parkside Financial Bank & Trust
Missouri
$1.49K +$14 +4 +1%
JP Morgan Chase
43
JP Morgan Chase
New York
$1K -$6.49K -1,809 -90%
TCM
44
Traynor Capital Management
Pennsylvania
-$69.1K -19,793 Closed
QC
45
Quantedge Capital
Singapore
-$43.8K -12,537 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$40.1K -11,490 Closed
AF
47
Allworth Financial
California
-$6.98K -2,000 Closed
FA
48
Fiduciary Alliance
South Carolina
-$5.34K -1,530 Closed
IA
49
IFP Advisors
Florida
-$1K -68 Closed

CXE Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2023, worth a combined $20.2M — down 0.14% from $20.2M a quarter earlier.

Fund positioning in CXE was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.03M. The largest seller was Invesco, cutting an estimated $474K.

  • 43 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $20.2M of MFS High Income Municipal Trust stock for Q1 2023, down 0.14% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2023 was Saba Capital Management, an estimated $1.03M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2023 was Invesco, an estimated $474K sold.

Based on aggregated 13F filings for Q1 2023.