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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 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 18.39%19.89% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $20.2M → $20.2M (-$27.9K)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$3.75M +$1.03M +286,920 +39%
Bank of America
2
Bank of America
North Carolina
$3.4M +$125K +34,704 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.51M +$68.1K +18,978 +3%
UBS Group
4
UBS Group
Switzerland
$2.37M +$500K +139,239 +27%
LSC
5
Logan Stone Capital
Illinois
$1.43M +$146K +40,621 +12%
SIA
6
Sit Investment Associates
Minnesota
$998K +$225K +62,788 +30%
RCM
7
Robinson Capital Management
Michigan
$921K
VanEck Associates
8
VanEck Associates
New York
$851K +$139K +38,867 +20%
MWM
9
Melfa Wealth Management
Massachusetts
$495K +$951 +265 +0.2%
Truist Financial
10
Truist Financial
North Carolina
$380K +$18.2K +5,059 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$367K -$10.2K -2,846 -3%
Wells Fargo
12
Wells Fargo
California
$356K -$689 -192 -0.2%
Invesco
13
Invesco
Georgia
$344K -$474K -132,095 -58%
RJA
14
Raymond James & Associates
Florida
$308K +$3.13K +873 +1%
HKAM
15
Horizon Kinetics Asset Management
New York
$271K
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$219K +$216K +60,064 New
DWM
17
Drive Wealth Management
Utah
$141K +$47.4K +13,208 +52%
CIA
18
Capital Investment Advisors
Georgia
$135K
ACM
19
Arlington Capital Management
Illinois
$107K +$105K +29,192 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$106K -$9.98K -2,781 -9%
LPL Financial
21
LPL Financial
California
$76.9K +$12.6K +3,500 +20%
TC
22
TownSquare Capital
Utah
$72.6K -$17.4K -4,854 -20%
CA
23
Cetera Advisors
Colorado
$56.6K -$3.95K -1,100 -7%
HighTower Advisors
24
HighTower Advisors
Illinois
$55K -$69.7K -19,420 -50%
HH
25
Hilltop Holdings
Texas
$54.8K

CXE Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2023, worth a combined $20.2M — down 0.14% from $20.2M a quarter earlier.

Fund positioning in CXE was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.03M. The largest seller was Invesco, cutting an estimated $474K.

  • 43 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $20.2M of MFS High Income Municipal Trust stock for Q1 2023, down 0.14% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2023 was Saba Capital Management, an estimated $1.03M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2023 was Invesco, an estimated $474K sold.

Based on aggregated 13F filings for Q1 2023.