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CXE

MFS High Income Municipal Trust

Delisted

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

47 hedge funds and large institutions have $18.9M invested in MFS High Income Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 4547 (+2)

0.91% more ownership

Funds ownership: 15.01%15.92% (+0.91%)

9% less capital invested

Capital invested by funds: $20.7M → $18.9M (-$1.83M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.14M +$1.49M +375,859 +195%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.91M +$1.92M +486,537 +2,396%
Bank of America
3
Bank of America
North Carolina
$1.84M +$771K +195,058 +66%
HKAM
4
Horizon Kinetics Asset Management
New York
$1.79M -$13.1K -3,324 -0.7%
UBS Group
5
UBS Group
Switzerland
$1.59M -$1.4M -354,603 -46%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.06M -$262K -66,200 -19%
RCM
7
Rivernorth Capital Management
Florida
$1M -$392K -99,214 -27%
Invesco
8
Invesco
Georgia
$994K -$17.7K -4,477 -2%
RCM
9
Robinson Capital Management
Michigan
$755K -$425K -107,510 -36%
VanEck Associates
10
VanEck Associates
New York
$610K -$109K -27,678 -15%
SMH
11
Sanders Morris Harris
Texas
$445K
Osaic Holdings
12
Osaic Holdings
Arizona
$434K -$75K -18,987 -14%
Truist Financial
13
Truist Financial
North Carolina
$432K +$102K +25,854 +29%
ACA
14
Ackerman Capital Advisors
Texas
$430K +$305K +77,157 +208%
Wells Fargo
15
Wells Fargo
California
$388K -$407K -103,017 -50%
SIA
16
Sit Investment Associates
Minnesota
$321K +$337K +85,240 New
MC
17
Matisse Capital
Oregon
$267K +$140K +35,379 +99%
BI
18
Bulldog Investors
New Jersey
$258K -$146K -37,079 -35%
ICM
19
Ionic Capital Management
New York
$241K +$253K +64,100 New
LSC
20
Logan Stone Capital
Illinois
$180K +$7.08K +1,793 +4%
RJA
21
Raymond James & Associates
Florida
$168K +$35K +8,857 +25%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$159K -$14.9K -3,775 -8%
LCM
23
Landscape Capital Management
New Jersey
$158K +$70.1K +17,732 +73%
CIA
24
Capital Investment Advisors
Georgia
$150K
H6H
25
Hightower 6M Holding
Kansas
$147K -$17.1K -4,320 -10%

CXE Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2022, worth a combined $18.9M — down 8.8% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXE positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.92M. The largest seller was UBS Group, cutting an estimated $1.4M.

  • 47 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $18.9M of MFS High Income Municipal Trust stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2022 was Commonwealth Equity Services, an estimated $1.92M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2022 was UBS Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2022.