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CXE

MFS High Income Municipal Trust

Delisted

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

45 hedge funds and large institutions have $28.6M invested in MFS High Income Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $25.7M → $28.6M (+$2.89M)

10% more funds holding

Funds holding: 4145 (+4)

5.64% more ownership

Funds ownership: 23.47%29.11% (+5.6%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.68M +$954K +278,981 +18%
Bank of America
2
Bank of America
North Carolina
$3.54M +$447K +130,864 +13%
RCM
3
Rivernorth Capital Management
Florida
$3.15M +$1.45M +423,982 +72%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.3M +$34.2K +10,000 +1%
UBS Group
5
UBS Group
Switzerland
$2.2M -$47.3K -13,848 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.09M -$82.7K -24,177 -3%
LSC
7
Logan Stone Capital
Illinois
$1.32M +$36.6K +10,711 +3%
AC
8
Almitas Capital
California
$1.08M +$1.18M +346,618 New
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$925K +$1.01M +296,410 New
COLIM
10
City of London Investment Management
United Kingdom
$738K +$809K +236,556 New
SIA
11
Sit Investment Associates
Minnesota
$717K -$304K -88,823 -28%
VanEck Associates
12
VanEck Associates
New York
$652K -$93.8K -27,437 -12%
MWM
13
Melfa Wealth Management
Massachusetts
$413K -$11.8K -3,444 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$360K +$49.3K +14,425 +14%
Truist Financial
15
Truist Financial
North Carolina
$327K +$198 +58 +0.1%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$325K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$321K +$266K +77,750 +308%
RJA
18
Raymond James & Associates
Florida
$319K +$57.6K +16,846 +20%
API
19
Advisor Partners II
California
$300K +$329K +96,273 New
Citadel Advisors
20
Citadel Advisors
Florida
$254K -$164K -47,954 -37%
CIA
21
Capital Investment Advisors
Georgia
$200K +$35.9K +10,500 +20%
HKAM
22
Horizon Kinetics Asset Management
New York
$191K -$1.9K -557 -0.9%
Wells Fargo
23
Wells Fargo
California
$178K -$55.5K -16,240 -22%
AW
24
Atlas Wealth
Ohio
$161K +$176K +51,628 New
DWM
25
Drive Wealth Management
Utah
$128K +$8.55K +2,500 +6%

CXE Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2023, worth a combined $28.6M — up 11% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.45M. The largest seller was Sit Investment Associates, cutting an estimated $304K.

  • 45 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $28.6M of MFS High Income Municipal Trust stock for Q3 2023, up 11% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q3 2023 and 2 closed out, a net change of +4 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2023 was Rivernorth Capital Management, an estimated $1.45M added.
  • The largest MFS High Income Municipal Trust seller in Q3 2023 was Sit Investment Associates, an estimated $304K sold.

Based on aggregated 13F filings for Q3 2023.