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CXE

MFS High Income Municipal Trust

Delisted

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

30 hedge funds and large institutions have $13.3M invested in MFS High Income Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $13.2M → $13.3M (+$98K)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.04% less ownership

Funds ownership: 8.96%8.92% (-0.04%)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.32M +$111K +22,762 +3%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.61M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.42M -$11K -2,250 -0.7%
Wells Fargo
4
Wells Fargo
California
$619K +$269K +54,999 +72%
Osaic Holdings
5
Osaic Holdings
Arizona
$520K +$275K +56,174 +104%
VanEck Associates
6
VanEck Associates
New York
$514K -$129K -26,389 -20%
Morgan Stanley
7
Morgan Stanley
New York
$440K -$68.1K -13,918 -13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$362K -$75.1K -15,340 -17%
TC
9
TownSquare Capital
Utah
$323K -$13.7K -2,800 -4%
TCM
10
Traynor Capital Management
Pennsylvania
$288K +$12.5K +2,543 +4%
CIA
11
Capital Investment Advisors
Georgia
$202K
Truist Financial
12
Truist Financial
North Carolina
$191K
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$165K
RJA
14
Raymond James & Associates
Florida
$164K +$1.13K +230 +0.7%
JWCA
15
J.W. Cole Advisors
Florida
$144K +$149K +30,429 New
Bank of America
16
Bank of America
North Carolina
$116K -$48.9K -9,983 -29%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$113K +$21.2K +4,329 +22%
Stifel Financial
18
Stifel Financial
Missouri
$110K +$38.9K +7,948 +52%
KAS
19
Kestra Advisory Services
Texas
$97K +$100K +20,493 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$88K +$24 +5 +0%
AAS
21
Avantax Advisory Services
Texas
$80K +$82.4K +16,829 New
CA
22
Cetera Advisors
Colorado
$73K
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$71K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$54K -$39.2K -8,000 -41%
RJT
25
Raymond James Trust
Florida
$52K

CXE Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2020, worth a combined $13.3M — up 0.74% from $13.2M a quarter earlier.

Fund positioning in CXE was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $275K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $270K sold.

  • 30 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $13.3M of MFS High Income Municipal Trust stock for Q3 2020, up 0.74% quarter-over-quarter.
  • 5 funds opened new MFS High Income Municipal Trust positions in Q3 2020 and 5 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2020 was Osaic Holdings, an estimated $275K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2020 was Guggenheim Capital, an estimated $270K sold.

Based on aggregated 13F filings for Q3 2020.