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CXE

MFS High Income Municipal Trust

Delisted

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

31 hedge funds and large institutions have $12.6M invested in MFS High Income Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

7% more funds holding

Funds holding: 2931 (+2)

1% less ownership

Funds ownership: 9.52%8.52% (-1%)

22% less capital invested

Capital invested by funds: $16.1M → $12.6M (-$3.57M)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.99M +$838K +161,821 +24%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.6M -$8.24K -1,592 -0.3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$964K +$108K +20,775 +11%
RJA
4
Raymond James & Associates
Florida
$528K +$123K +23,842 +27%
Morgan Stanley
5
Morgan Stanley
New York
$503K +$32K +6,190 +6%
VanEck Associates
6
VanEck Associates
New York
$497K -$25.8K -4,988 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$406K +$3.39K +654 +0.8%
Wells Fargo
8
Wells Fargo
California
$363K +$19.9K +3,848 +5%
TC
9
TownSquare Capital
Utah
$303K -$25.4K -4,911 -6%
GC
10
Guggenheim Capital
Illinois
$301K -$13.4K -2,587 -4%
TCM
11
Traynor Capital Management
Pennsylvania
$273K +$15.5K +2,996 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$256K +$283K +54,578 New
CIA
13
Capital Investment Advisors
Georgia
$201K -$15K -2,900 -6%
MWPCG
14
Measured Wealth Private Client Group
New Hampshire
$197K
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$164K -$26.9K -5,200 -13%
Bank of America
16
Bank of America
North Carolina
$146K +$17K +3,281 +12%
LCM
17
Landscape Capital Management
New Jersey
$115K +$127K +24,460 New
CRC
18
Curi RMB Capital
Illinois
$92K +$101K +19,594 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$91K +$41.4K +8,000 +70%
Goldman Sachs
20
Goldman Sachs
New York
$78K +$85.8K +16,580 New
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$70K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$69K +$9.87K +1,907 +15%
CA
23
Cetera Advisors
Colorado
$68K -$31.1K -6,000 -29%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$67K
HR
25
Hayden Royal
North Carolina
$63.3K

CXE Hedge Fund Activity: Q1 2020 in Review

31 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2020, worth a combined $12.6M — down 22% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CXE positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $838K. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $2.59M sold.

  • 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2020, up from 29 in Q4 2019.
  • Funds reported $12.6M of MFS High Income Municipal Trust stock for Q1 2020, down 22% quarter-over-quarter.
  • 8 funds opened new MFS High Income Municipal Trust positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2020 was UBS Group, an estimated $838K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2020 was Mackay Shields LLC, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2020.