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CXE

MFS High Income Municipal Trust

Delisted

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

41 hedge funds and large institutions have $25.7M invested in MFS High Income Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $20.2M → $25.7M (+$5.53M)

3.58% more ownership

Funds ownership: 19.89%23.47% (+3.6%)

5% less funds holding

Funds holding: 4341 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$55.7K +$1.75K +500 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$54K +$3.75K +1,069 +5%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$52.2K
LCM
29
Landscape Capital Management
New Jersey
$49.8K +$3.16K +902 +7%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$45.2K
NA
31
NewEdge Advisors
Louisiana
$39.3K
RJT
32
Raymond James Trust
Florida
$38K
IWC
33
Integrated Wealth Concepts
Massachusetts
$36.9K
SWM
34
Spire Wealth Management
Virginia
$23K
MWM
35
Mascoma Wealth Management
New Hampshire
$8.84K
WB
36
Webster Bank
Connecticut
$7.96K
JP Morgan Chase
37
JP Morgan Chase
New York
$6.91K +$6.29K +1,794 +939%
SPIA
38
Steward Partners Investment Advisory
New York
$4.95K
Bessemer Group
39
Bessemer Group
New Jersey
$2K +$133 +38 +9%
WAM
40
Wolverine Asset Management
Illinois
$1.57K +$1.58K +451 New
PFBT
41
Parkside Financial Bank & Trust
Missouri
$1.44K +$18 +5 +1%
RCM
42
Robinson Capital Management
Michigan
-$921K -258,056 Closed
Invesco
43
Invesco
Georgia
-$344K -94,190 Closed
HH
44
Hilltop Holdings
Texas
-$54.8K -15,000 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$51.4K -14,075 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
-$39.8K -10,900 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$8.51K -2,332 Closed
ASN
48
Advisory Services Network
Georgia
-$5.21K -1,429 Closed

CXE Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2023, worth a combined $25.7M — up 27% from $20.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CXE and 5 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 23 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.05M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $921K sold.

  • 41 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2023, down from 43 in Q1 2023.
  • Funds reported $25.7M of MFS High Income Municipal Trust stock for Q2 2023, up 27% quarter-over-quarter.
  • 5 funds opened new MFS High Income Municipal Trust positions in Q2 2023 and 7 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $2.05M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2023 was Robinson Capital Management, an estimated $921K sold.

Based on aggregated 13F filings for Q2 2023.