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CXE

MFS High Income Municipal Trust

Delisted

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

44 hedge funds and large institutions have $15.8M invested in MFS High Income Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% less ownership

Funds ownership: 15.92%14.87% (-1.1%)

6% less funds holding

Funds holding: 4744 (-3)

16% less capital invested

Capital invested by funds: $18.9M → $15.8M (-$3.12M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.51M +$915K +237,393 +47%
Morgan Stanley
2
Morgan Stanley
New York
$2.33M +$469K +121,534 +21%
Bank of America
3
Bank of America
North Carolina
$2.32M +$771K +200,006 +41%
HKAM
4
Horizon Kinetics Asset Management
New York
$1.32M -$330K -85,577 -18%
UBS Group
5
UBS Group
Switzerland
$1.24M -$212K -54,865 -13%
Invesco
6
Invesco
Georgia
$874K -$18.8K -4,879 -2%
RCM
7
Robinson Capital Management
Michigan
$567K -$92.7K -24,055 -13%
VanEck Associates
8
VanEck Associates
New York
$550K +$3.4K +883 +0.5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$372K -$665K -172,424 -61%
Osaic Holdings
10
Osaic Holdings
Arizona
$356K -$38.4K -9,965 -9%
SIA
11
Sit Investment Associates
Minnesota
$341K +$61.4K +15,922 +19%
Truist Financial
12
Truist Financial
North Carolina
$334K -$60.9K -15,800 -14%
Wells Fargo
13
Wells Fargo
California
$332K -$17.9K -4,650 -5%
ACA
14
Ackerman Capital Advisors
Texas
$237K -$169K -43,867 -38%
BI
15
Bulldog Investors
New Jersey
$231K
ICM
16
Ionic Capital Management
New York
$181K -$40.1K -10,412 -16%
LSC
17
Logan Stone Capital
Illinois
$144K -$19.6K -5,082 -11%
RJA
18
Raymond James & Associates
Florida
$144K -$8.03K -2,084 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$142K
H6H
20
Hightower 6M Holding
Kansas
$137K +$5.92K +1,536 +4%
CIA
21
Capital Investment Advisors
Georgia
$134K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$107K -$7.9K -2,050 -6%
BCM
23
Brookstone Capital Management
Illinois
$106K +$121K +31,475 New
TCM
24
Traynor Capital Management
Pennsylvania
$82K +$517 +134 +0.6%
LCM
25
Landscape Capital Management
New Jersey
$63K -$89.8K -23,293 -55%

CXE Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2022, worth a combined $15.8M — down 16% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CXE and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $915K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1M sold.

  • 44 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $15.8M of MFS High Income Municipal Trust stock for Q3 2022, down 16% quarter-over-quarter.
  • 2 funds opened new MFS High Income Municipal Trust positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2022 was Commonwealth Equity Services, an estimated $915K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $1M sold.

Based on aggregated 13F filings for Q3 2022.