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CXE

MFS High Income Municipal Trust

Delisted

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

54 hedge funds and large institutions have $42.4M invested in MFS High Income Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

13% more funds holding

Funds holding: 4854 (+6)

9% more capital invested

Capital invested by funds: $38.8M → $42.4M (+$3.57M)

2.32% more ownership

Funds ownership: 33.95%36.27% (+2.3%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$189K -$149K -41,428 -45%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$188K +$26.4K +7,356 +17%
Ameriprise
28
Ameriprise
Minnesota
$163K
NPFS
29
Novak & Powell Financial Services
Florida
$129K +$1.55K +432 +1%
LPL Financial
30
LPL Financial
California
$125K
RMDI
31
R.M. Davis Inc
Maine
$115K +$112K +31,104 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$105K +$49.7K +13,861 +96%
HKAM
33
Horizon Kinetics Asset Management
New York
$102K -$10.7K -2,993 -10%
SW
34
Simplicity Wealth
New Jersey
$90.7K +$87.7K +24,451 New
DWM
35
Drive Wealth Management
Utah
$87K
LCM
36
Landscape Capital Management
New Jersey
$80.9K -$45.3K -12,625 -37%
WFA
37
WMG Financial Advisors
Tennessee
$78.3K +$75.7K +21,100 New
Osaic Holdings
38
Osaic Holdings
Arizona
$75.7K -$329K -91,593 -82%
TC
39
TownSquare Capital
Utah
$75K
Stifel Financial
40
Stifel Financial
Missouri
$55.9K -$7.38K -2,057 -12%
Mariner
41
Mariner
Kansas
$53.7K +$646 +180 +1%
Citadel Advisors
42
Citadel Advisors
Florida
$52.5K +$50.7K +14,146 New
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$48.2K
Wells Fargo
44
Wells Fargo
California
$47.9K +$4 +1 +0%
RJT
45
Raymond James Trust
Florida
$43.9K -$728 -203 -2%
SA
46
Sanctuary Advisors
Indiana
$43.4K +$44.4K +12,375 New
PPC
47
Park Place Capital
Alabama
$38.1K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$37.3K
HighTower Advisors
49
HighTower Advisors
Illinois
$35K -$4.88K -1,360 -8%
SPIA
50
Steward Partners Investment Advisory
New York
$25.7K +$11.5K +3,200 +86%

CXE Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2024, worth a combined $42.4M — up 9.2% from $38.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXE positions and 0 closed out — a net gain of 7 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.26M. The largest seller was Logan Stone Capital, cutting an estimated $878K.

  • 54 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $42.4M of MFS High Income Municipal Trust stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 7 funds opened new MFS High Income Municipal Trust positions in Q2 2024 and 0 closed out, a net change of +7 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2024 was Saba Capital Management, an estimated $2.26M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2024 was Logan Stone Capital, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2024.