We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

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

37 hedge funds and large institutions have $17.9M invested in MFS High Income Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

32% more funds holding

Funds holding: 2837 (+9)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $17.3M → $17.9M (+$574K)

0.72% more ownership

Funds ownership: 10.43%11.14% (+0.72%)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.86M -$1.05M -205,746 -21%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.48M -$9.73K -1,914 -0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.63M -$297K -58,478 -15%
RCM
4
Robinson Capital Management
Michigan
$1.27M -$132K -25,991 -9%
Wells Fargo
5
Wells Fargo
California
$1.02M -$12.3K -2,429 -1%
VanEck Associates
6
VanEck Associates
New York
$935K +$89.2K +17,548 +11%
Invesco
7
Invesco
Georgia
$713K +$712K +140,058 New
Osaic Holdings
8
Osaic Holdings
Arizona
$683K -$30.8K -6,058 -4%
Morgan Stanley
9
Morgan Stanley
New York
$657K +$13.2K +2,601 +2%
Bank of America
10
Bank of America
North Carolina
$524K +$410K +80,655 +360%
Truist Financial
11
Truist Financial
North Carolina
$478K
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$388K +$209K +41,073 +117%
CIA
13
Capital Investment Advisors
Georgia
$325K +$137K +26,915 +68%
RCM
14
Rivernorth Capital Management
Florida
$297K +$297K +58,389 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$291K +$25.4K +5,000 +10%
TCM
16
Traynor Capital Management
Pennsylvania
$229K -$28.7K -5,654 -11%
ACA
17
Ackerman Capital Advisors
Texas
$194K +$65.7K +12,926 +51%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$190K +$189K +37,230 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$179K +$179K +35,144 New
AFG
20
Albion Financial Group
Utah
$178K +$178K +35,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$176K -$1.52K -300 -0.9%
RJA
22
Raymond James & Associates
Florida
$151K -$10.9K -2,140 -7%
Millennium Management
23
Millennium Management
New York
$138K +$138K +27,200 New
LCM
24
Landscape Capital Management
New Jersey
$126K +$126K +24,745 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$103K +$25 +5 +0%

CXE Hedge Fund Activity: Q4 2021 in Review

37 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2021, worth a combined $17.9M — up 3.3% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CXE positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $712K. The largest seller was UBS Group, cutting an estimated $1.05M.

  • 37 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2021, up from 28 in Q3 2021.
  • Funds reported $17.9M of MFS High Income Municipal Trust stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 11 funds opened new MFS High Income Municipal Trust positions in Q4 2021 and 2 closed out, a net change of +9 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2021 was Invesco, an estimated $712K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2021 was UBS Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2021.