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CXE

MFS High Income Municipal Trust

Delisted

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

48 hedge funds and large institutions have $38.4M invested in MFS High Income Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $28.6M → $38.4M (+$9.75M)

7% more funds holding

Funds holding: 4548 (+3)

4.31% more ownership

Funds ownership: 29.11%33.42% (+4.3%)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
9
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
$7.46M +$928K +282,764 +16%
Bank of America
2
Bank of America
North Carolina
$4.07M +$40.4K +12,300 +1%
RCM
3
Rivernorth Capital Management
Florida
$3.4M -$172K -52,500 -5%
AC
4
Almitas Capital
California
$2.65M +$1.31M +399,301 +115%
UBS Group
5
UBS Group
Switzerland
$2.63M +$115K +35,069 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.44M -$162K -49,244 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.24M -$126K -38,432 -6%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.1M +$970K +295,796 +100%
LSC
9
Logan Stone Capital
Illinois
$1.73M +$212K +64,552 +15%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.29M +$1.2M +364,264 New
KAS
11
Kestra Advisory Services
Texas
$980K +$3.25K +990 New
SIA
12
Sit Investment Associates
Minnesota
$877K +$56.5K +17,230 +7%
VanEck Associates
13
VanEck Associates
New York
$848K +$98.2K +29,936 +14%
COLIM
14
City of London Investment Management
United Kingdom
$840K
Truist Financial
15
Truist Financial
North Carolina
$516K +$132K +40,258 +38%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$481K +$106K +32,440 +31%
MWM
17
Melfa Wealth Management
Massachusetts
$471K +$863 +263 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$406K -$3.28K -1,000 -0.9%
RJA
19
Raymond James & Associates
Florida
$402K +$36.8K +11,229 +11%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$370K -$210 -64 -0.1%
CIA
21
Capital Investment Advisors
Georgia
$227K
HKAM
22
Horizon Kinetics Asset Management
New York
$218K
Wells Fargo
23
Wells Fargo
California
$202K +$52 +16 +0%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$159K +$147K +44,796 New
DWM
25
Drive Wealth Management
Utah
$149K +$3.12K +950 +2%

CXE Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2023, worth a combined $38.4M — up 34% from $28.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CXE positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Almitas Capital, adding an estimated $1.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $254K sold.

  • 48 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $38.4M of MFS High Income Municipal Trust stock for Q4 2023, up 34% quarter-over-quarter.
  • 10 funds opened new MFS High Income Municipal Trust positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2023 was Almitas Capital, an estimated $1.31M added.
  • The largest MFS High Income Municipal Trust seller in Q4 2023 was Citadel Advisors, an estimated $254K sold.

Based on aggregated 13F filings for Q4 2023.