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CXE

MFS High Income Municipal Trust

Delisted

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

41 hedge funds and large institutions have $25.7M invested in MFS High Income Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $20.2M → $25.7M (+$5.53M)

3.58% more ownership

Funds ownership: 19.89%23.47% (+3.6%)

5% less funds holding

Funds holding: 4341 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.36M +$1.8M +513,557 +50%
Bank of America
2
Bank of America
North Carolina
$3.49M +$256K +72,920 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.53M +$1.76K +501 +0.1%
UBS Group
4
UBS Group
Switzerland
$2.5M +$243K +69,239 +11%
Morgan Stanley
5
Morgan Stanley
New York
$2.41M +$14.6K +4,169 +0.6%
RCM
6
Rivernorth Capital Management
Florida
$2.04M +$2.05M +585,618 New
LSC
7
Logan Stone Capital
Illinois
$1.44M +$70.9K +20,227 +5%
SIA
8
Sit Investment Associates
Minnesota
$1.11M +$159K +45,250 +17%
VanEck Associates
9
VanEck Associates
New York
$823K +$11.7K +3,326 +1%
MWM
10
Melfa Wealth Management
Massachusetts
$473K +$887 +253 +0.2%
Citadel Advisors
11
Citadel Advisors
Florida
$450K +$453K +129,219 New
Truist Financial
12
Truist Financial
North Carolina
$365K +$2.46K +702 +0.7%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$363K +$155K +44,117 +73%
Osaic Holdings
14
Osaic Holdings
Arizona
$351K +$652 +186 +0.2%
RJA
15
Raymond James & Associates
Florida
$297K +$2.94K +840 +1%
Wells Fargo
16
Wells Fargo
California
$255K -$85.4K -24,367 -25%
HKAM
17
Horizon Kinetics Asset Management
New York
$215K -$43.8K -12,492 -17%
CIA
18
Capital Investment Advisors
Georgia
$186K +$57.8K +16,500 +45%
DWM
19
Drive Wealth Management
Utah
$134K +$249 +71 +0.2%
ACM
20
Arlington Capital Management
Illinois
$114K +$12.6K +3,602 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$100K -$329 -94 -0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$88K +$88.5K +25,260 New
TC
23
TownSquare Capital
Utah
$75.6K +$6.43K +1,834 +9%
LPL Financial
24
LPL Financial
California
$73.3K
Stifel Financial
25
Stifel Financial
Missouri
$67.8K +$68.3K +19,473 New

CXE Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2023, worth a combined $25.7M — up 27% from $20.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CXE and 5 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 23 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.05M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $921K sold.

  • 41 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2023, down from 43 in Q1 2023.
  • Funds reported $25.7M of MFS High Income Municipal Trust stock for Q2 2023, up 27% quarter-over-quarter.
  • 5 funds opened new MFS High Income Municipal Trust positions in Q2 2023 and 7 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $2.05M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2023 was Robinson Capital Management, an estimated $921K sold.

Based on aggregated 13F filings for Q2 2023.