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CXE

MFS High Income Municipal Trust

Delisted

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

43 hedge funds and large institutions have $20.2M invested in MFS High Income Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

28% more capital invested

Capital invested by funds: $15.8M → $20.2M (+$4.44M)

3.53% more ownership

Funds ownership: 14.87%18.39% (+3.5%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.13M +$706K +206,159 +30%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.71M +$108K +31,628 +4%
SCM
3
Saba Capital Management
New York
$2.58M +$2.53M +739,729 New
Morgan Stanley
4
Morgan Stanley
New York
$2.34M -$70.2K -20,485 -3%
UBS Group
5
UBS Group
Switzerland
$1.78M +$489K +142,774 +39%
LSC
6
Logan Stone Capital
Illinois
$1.23M +$1.06M +309,480 +723%
RCM
7
Robinson Capital Management
Michigan
$908K +$307K +89,700 +53%
Invesco
8
Invesco
Georgia
$790K -$114K -33,172 -13%
SIA
9
Sit Investment Associates
Minnesota
$735K +$375K +109,357 +108%
VanEck Associates
10
VanEck Associates
New York
$678K +$107K +31,105 +19%
MWM
11
Melfa Wealth Management
Massachusetts
$472K +$463K +135,279 New
Osaic Holdings
12
Osaic Holdings
Arizona
$361K -$7.01K -2,046 -2%
Truist Financial
13
Truist Financial
North Carolina
$346K
Wells Fargo
14
Wells Fargo
California
$341K -$2.98K -869 -0.9%
RJA
15
Raymond James & Associates
Florida
$292K +$140K +40,859 +96%
HKAM
16
Horizon Kinetics Asset Management
New York
$259K -$1.08M -316,048 -81%
CIA
17
Capital Investment Advisors
Georgia
$129K -$9.76K -2,850 -7%
HighTower Advisors
18
HighTower Advisors
Illinois
$118K +$134K +39,098 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$116K -$30.8K -9,000 -21%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$111K
LCM
21
Landscape Capital Management
New Jersey
$89.1K +$23.3K +6,797 +36%
DWM
22
Drive Wealth Management
Utah
$88.4K +$51.8K +15,134 +148%
TC
23
TownSquare Capital
Utah
$86.3K +$38.1K +11,133 +82%
TCM
24
Traynor Capital Management
Pennsylvania
$69.1K -$16K -4,664 -19%
LPL Financial
25
LPL Financial
California
$61.3K

CXE Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2022, worth a combined $20.2M — up 28% from $15.8M a quarter earlier.

Fund positioning in CXE was balanced in Q4 2022: 9 funds opened new positions, 9 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.53M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $1.08M.

  • 43 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2022, down from 44 in Q3 2022.
  • Funds reported $20.2M of MFS High Income Municipal Trust stock for Q4 2022, up 28% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q4 2022 and 9 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2022 was Saba Capital Management, an estimated $2.53M added.
  • The largest MFS High Income Municipal Trust seller in Q4 2022 was Horizon Kinetics Asset Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2022.