MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
48 hedge funds and large institutions have $38.8M invested in MFS High Income Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
1.53% more ownership
Funds ownership: 32.42% → 33.95% (+1.5%)
4% more capital invested
Capital invested by funds: $37.3M → $38.8M (+$1.58M)
0% more funds holding
Funds holding: 48 → 48 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$440K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$431K |
| 3 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$333K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$331K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$980K |
| 2 |
VanEck Associates
New York
|
-$848K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$197K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$158K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$110K |
CXE Hedge Fund Activity: Q1 2024 in Review
48 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2024, worth a combined $38.8M — up 4.2% from $37.3M a quarter earlier.
Fund positioning in CXE was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 11 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $440K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $980K sold.
- 48 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $38.8M of MFS High Income Municipal Trust stock for Q1 2024, up 4.2% quarter-over-quarter.
- 7 funds opened new MFS High Income Municipal Trust positions in Q1 2024 and 7 closed out, a net change of 0 holders.
- The largest MFS High Income Municipal Trust buyer in Q1 2024 was Sit Investment Associates, an estimated $440K added.
- The largest MFS High Income Municipal Trust seller in Q1 2024 was Kestra Advisory Services, an estimated $980K sold.
Based on aggregated 13F filings for Q1 2024.