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CXE

MFS High Income Municipal Trust

Delisted

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

45 hedge funds and large institutions have $20.7M invested in MFS High Income Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

22% more funds holding

Funds holding: 3745 (+8)

16% more capital invested

Capital invested by funds: $17.9M → $20.7M (+$2.89M)

3.87% more ownership

Funds ownership: 11.14%15.01% (+3.9%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.41M +$88.4K +19,245 +3%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.1M -$34K -7,405 -2%
RCM
3
Rivernorth Capital Management
Florida
$1.61M +$1.41M +307,683 +527%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.53M +$133K +29,000 +9%
RCM
5
Robinson Capital Management
Michigan
$1.3M +$230K +50,000 +20%
Bank of America
6
Bank of America
North Carolina
$1.29M +$878K +191,258 +186%
Invesco
7
Invesco
Georgia
$1.18M +$591K +128,755 +92%
Wells Fargo
8
Wells Fargo
California
$905K +$24.3K +5,300 +3%
PPA
9
Parametric Portfolio Associates
Washington
$881K +$921K +200,588 New
Morgan Stanley
10
Morgan Stanley
New York
$845K +$291K +63,431 +49%
VanEck Associates
11
VanEck Associates
New York
$834K +$28.2K +6,147 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$590K +$1.68K +365 +0.3%
SMH
13
Sanders Morris Harris
Texas
$510K +$534K +116,251 New
BI
14
Bulldog Investors
New Jersey
$464K +$485K +105,681 New
Truist Financial
15
Truist Financial
North Carolina
$391K -$22.1K -4,807 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$202K -$51.9K -11,300 -20%
LSC
17
Logan Stone Capital
Illinois
$202K +$212K +46,086 New
H6H
18
Hightower 6M Holding
Kansas
$190K +$199K +43,393 New
CIA
19
Capital Investment Advisors
Georgia
$175K -$124K -26,915 -40%
ACA
20
Ackerman Capital Advisors
Texas
$163K -$4.22K -919 -2%
RJA
21
Raymond James & Associates
Florida
$158K +$28.8K +6,281 +21%
MC
22
Matisse Capital
Oregon
$156K +$164K +35,609 New
TCM
23
Traynor Capital Management
Pennsylvania
$154K -$45.4K -9,896 -22%
AFG
24
Albion Financial Group
Utah
$154K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$143K -$9.18K -2,000 -6%

CXE Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2022, worth a combined $20.7M — up 16% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CXE positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.41M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $235K.

  • 45 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2022, up from 37 in Q4 2021.
  • Funds reported $20.7M of MFS High Income Municipal Trust stock for Q1 2022, up 16% quarter-over-quarter.
  • 13 funds opened new MFS High Income Municipal Trust positions in Q1 2022 and 5 closed out, a net change of +8 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $1.41M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $235K sold.

Based on aggregated 13F filings for Q1 2022.