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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 $14M invested in MFS High Income Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $13.3M → $14M (+$771K)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.13% less ownership

Funds ownership: 8.92%8.79% (-0.13%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.4M -$231K -47,946 -5%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.49M -$299K -62,014 -11%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.58M +$47.9K +9,935 +3%
VanEck Associates
4
VanEck Associates
New York
$659K +$102K +21,097 +19%
KAS
5
Kestra Advisory Services
Texas
$646K +$521K +108,216 +528%
Osaic Holdings
6
Osaic Holdings
Arizona
$596K +$36.3K +7,528 +7%
Morgan Stanley
7
Morgan Stanley
New York
$537K +$61.6K +12,791 +14%
Wells Fargo
8
Wells Fargo
California
$446K -$208K -43,247 -33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$366K -$22.1K -4,580 -6%
TCM
10
Traynor Capital Management
Pennsylvania
$259K -$49.3K -10,241 -17%
Truist Financial
11
Truist Financial
North Carolina
$259K +$51.8K +10,756 +27%
CIA
12
Capital Investment Advisors
Georgia
$202K -$14.5K -3,000 -7%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$177K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$149K +$92.7K +19,243 +190%
RJA
15
Raymond James & Associates
Florida
$148K -$26K -5,399 -16%
Millennium Management
16
Millennium Management
New York
$148K +$140K +29,145 New
Bank of America
17
Bank of America
North Carolina
$122K -$2.79K -579 -2%
Stifel Financial
18
Stifel Financial
Missouri
$118K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$114K -$6.48K -1,345 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$111K +$50.6K +10,500 +93%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$95K +$29 +6 +0%
CA
22
Cetera Advisors
Colorado
$78K
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$76K
FIA
24
FNY Investment Advisers
New York
$72K +$68.7K +14,254 New
TC
25
TownSquare Capital
Utah
$69K -$262K -54,468 -80%

CXE Hedge Fund Activity: Q4 2020 in Review

30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2020, worth a combined $14M — up 5.8% from $13.3M a quarter earlier.

Fund positioning in CXE was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $521K. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $299K.

  • 30 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $14M of MFS High Income Municipal Trust stock for Q4 2020, up 5.8% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2020 was Kestra Advisory Services, an estimated $521K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2020 was Horizon Kinetics Asset Management, an estimated $299K sold.

Based on aggregated 13F filings for Q4 2020.