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CXE

MFS High Income Municipal Trust

Delisted

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

32 hedge funds and large institutions have $20.5M invested in MFS High Income Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

46% more capital invested

Capital invested by funds: $14M → $20.5M (+$6.45M)

7% more funds holding

Funds holding: 3032 (+2)

3.96% more ownership

Funds ownership: 8.79%12.75% (+4%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.51M +$6.48M +1,276,592 New
UBS Group
2
UBS Group
Switzerland
$4.62M +$194K +38,230 +4%
HKAM
3
Horizon Kinetics Asset Management
New York
$2.49M -$16.6K -3,264 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.67M +$83.3K +16,400 +5%
VanEck Associates
5
VanEck Associates
New York
$702K +$39.5K +7,769 +6%
Wells Fargo
6
Wells Fargo
California
$656K +$207K +40,742 +46%
Osaic Holdings
7
Osaic Holdings
Arizona
$631K +$31.1K +6,121 +5%
Morgan Stanley
8
Morgan Stanley
New York
$536K -$4.04K -795 -0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$313K -$55.1K -10,844 -15%
Truist Financial
10
Truist Financial
North Carolina
$290K +$29.3K +5,768 +11%
TCM
11
Traynor Capital Management
Pennsylvania
$263K +$2.03K +400 +0.8%
KAS
12
Kestra Advisory Services
Texas
$212K -$443K -87,148 -68%
CIA
13
Capital Investment Advisors
Georgia
$203K
RJA
14
Raymond James & Associates
Florida
$150K +$1.15K +226 +0.8%
WS
15
Wedbush Securities
California
$142K +$142K +27,861 New
Bank of America
16
Bank of America
North Carolina
$129K +$6.42K +1,264 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$127K +$15.4K +3,028 +14%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$126K +$10.1K +1,984 +9%
Stifel Financial
19
Stifel Financial
Missouri
$108K -$10.2K -2,000 -9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$103K +$7.64K +1,505 +8%
CA
21
Cetera Advisors
Colorado
$88K +$9.9K +1,950 +13%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$77K
TC
23
TownSquare Capital
Utah
$69K
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$66K -$112K -22,000 -63%
WF
25
WoodTrust Financial
Wisconsin
$60K +$59.7K +11,750 New

CXE Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2021, worth a combined $20.5M — up 46% from $14M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CXE positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $207K. The largest seller was Kestra Advisory Services, cutting an estimated $443K.

  • 32 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2021, up from 30 in Q4 2020.
  • Funds reported $20.5M of MFS High Income Municipal Trust stock for Q1 2021, up 46% quarter-over-quarter.
  • 4 funds opened new MFS High Income Municipal Trust positions in Q1 2021 and 2 closed out, a net change of +2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2021 was Wells Fargo, an estimated $207K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2021 was Kestra Advisory Services, an estimated $443K sold.

Based on aggregated 13F filings for Q1 2021.