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CXE

MFS High Income Municipal Trust

Delisted

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

28 hedge funds and large institutions have $17.3M invested in MFS High Income Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

2.46% less ownership

Funds ownership: 12.89%10.43% (-2.5%)

10% less funds holding

Funds holding: 3128 (-3)

19% less capital invested

Capital invested by funds: $21.5M → $17.3M (-$4.17M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.07M -$17K -3,185 -0.3%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.57M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.99M +$102K +19,100 +5%
RCM
4
Robinson Capital Management
Michigan
$1.45M +$956K +178,894 +184%
Wells Fargo
5
Wells Fargo
California
$1.07M +$148K +27,720 +16%
VanEck Associates
6
VanEck Associates
New York
$874K +$85.9K +16,076 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$738K +$49.7K +9,304 +7%
Morgan Stanley
8
Morgan Stanley
New York
$665K +$79.1K +14,791 +13%
Truist Financial
9
Truist Financial
North Carolina
$494K +$184K +34,426 +58%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$275K
TCM
11
Traynor Capital Management
Pennsylvania
$267K -$11.4K -2,135 -4%
CIA
12
Capital Investment Advisors
Georgia
$210K
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$185K +$57.2K +10,701 +44%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$183K +$16K +3,000 +9%
RJA
15
Raymond James & Associates
Florida
$167K +$11K +2,056 +7%
KAS
16
Kestra Advisory Services
Texas
$162K -$58.9K -11,015 -26%
ACA
17
Ackerman Capital Advisors
Texas
$132K +$19.3K +3,618 +17%
Bank of America
18
Bank of America
North Carolina
$118K -$14.8K -2,768 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$106K +$27 +5 +0%
TC
20
TownSquare Capital
Utah
$92K
CA
21
Cetera Advisors
Colorado
$91K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$79K
HH
23
Hilltop Holdings
Texas
$79K +$80.2K +15,000 New
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$68K
Citadel Advisors
25
Citadel Advisors
Florida
$65K +$66.2K +12,393 New

CXE Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2021, worth a combined $17.3M — down 19% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Robinson Capital Management, adding an estimated $956K. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $5.58M sold.

  • 28 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2021, down from 31 in Q2 2021.
  • Funds reported $17.3M of MFS High Income Municipal Trust stock for Q3 2021, down 19% quarter-over-quarter.
  • 2 funds opened new MFS High Income Municipal Trust positions in Q3 2021 and 5 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2021 was Robinson Capital Management, an estimated $956K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2021.