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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 $21.5M invested in MFS High Income Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

5% more capital invested

Capital invested by funds: $20.5M → $21.5M (+$968K)

0.14% more ownership

Funds ownership: 12.75%12.89% (+0.14%)

3% less funds holding

Funds holding: 3231 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$5.58M -$1.17M -219,685 -17%
UBS Group
2
UBS Group
Switzerland
$5.1M +$322K +60,610 +7%
HKAM
3
Horizon Kinetics Asset Management
New York
$2.58M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M +$167K +31,463 +10%
Wells Fargo
5
Wells Fargo
California
$927K +$250K +47,039 +37%
VanEck Associates
6
VanEck Associates
New York
$793K +$66.3K +12,469 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$691K +$37.8K +7,113 +6%
Morgan Stanley
8
Morgan Stanley
New York
$589K +$34.4K +6,464 +6%
RCM
9
Robinson Capital Management
Michigan
$514K +$516K +97,018 New
Truist Financial
10
Truist Financial
North Carolina
$314K +$13.7K +2,581 +5%
TCM
11
Traynor Capital Management
Pennsylvania
$282K +$7.32K +1,377 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$276K -$48.3K -9,091 -15%
KAS
13
Kestra Advisory Services
Texas
$221K +$1.34K +253 +0.6%
CIA
14
Capital Investment Advisors
Georgia
$210K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$168K +$37.2K +7,000 +28%
RJA
16
Raymond James & Associates
Florida
$157K +$1.14K +215 +0.7%
WS
17
Wedbush Securities
California
$136K -$11.7K -2,191 -8%
Bank of America
18
Bank of America
North Carolina
$133K -$1K -188 -0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$129K
ACA
20
Ackerman Capital Advisors
Texas
$114K +$115K +21,545 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$107K +$138 +26 +0.1%
TC
22
TownSquare Capital
Utah
$94K +$21.3K +4,000 +30%
CA
23
Cetera Advisors
Colorado
$92K
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$79K
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$69K

CXE Hedge Fund Activity: Q2 2021 in Review

31 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2021, worth a combined $21.5M — up 4.7% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CXE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 13 added.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $516K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.17M.

  • 31 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2021, down from 32 in Q1 2021.
  • Funds reported $21.5M of MFS High Income Municipal Trust stock for Q2 2021, up 4.7% quarter-over-quarter.
  • 3 funds opened new MFS High Income Municipal Trust positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q2 2021 was Robinson Capital Management, an estimated $516K added.
  • The largest MFS High Income Municipal Trust seller in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2021.