We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

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, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $38.4M → $38.8M (+$465K)

0.53% more ownership

Funds ownership: 33.42%33.95% (+0.53%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
48
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
7
Increased
19
Reduced
12
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
$7.87M +$233K +65,070 +3%
Bank of America
2
Bank of America
North Carolina
$4.3M +$135K +37,728 +3%
RCM
3
Rivernorth Capital Management
Florida
$3.43M -$42.3K -11,799 -1%
UBS Group
4
UBS Group
Switzerland
$2.89M +$206K +57,451 +8%
AC
5
Almitas Capital
California
$2.78M +$75.5K +21,042 +3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.59M +$431K +120,232 +20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.51M +$15.6K +4,339 +0.6%
LSC
8
Logan Stone Capital
Illinois
$1.94M +$163K +45,594 +9%
SIA
9
Sit Investment Associates
Minnesota
$1.34M +$440K +122,624 +50%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.33M +$11.6K +3,233 +0.9%
Morgan Stanley
11
Morgan Stanley
New York
$1.23M -$1.05M -291,915 -46%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$672K +$178K +49,650 +37%
COLIM
13
City of London Investment Management
United Kingdom
$659K -$197K -54,903 -23%
Truist Financial
14
Truist Financial
North Carolina
$527K +$348 +97 +0.1%
MWM
15
Melfa Wealth Management
Massachusetts
$482K +$993 +277 +0.2%
RJA
16
Raymond James & Associates
Florida
$424K +$12.7K +3,549 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$407K -$8.25K -2,300 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$378K
SMH
19
Sanders Morris Harris
Texas
$338K +$333K +93,002 New
WAM
20
Wolverine Asset Management
Illinois
$336K +$331K +92,440 New
MC
21
Matisse Capital
Oregon
$265K +$262K +73,090 New
CIA
22
Capital Investment Advisors
Georgia
$232K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$165K +$23.7K +6,600 +17%
Ameriprise
24
Ameriprise
Minnesota
$160K +$158K +44,000 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$158K -$4.89K -1,365 -3%

CXE Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 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 1.2% from $38.4M a quarter earlier.

Fund positioning in CXE was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $440K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.

  • 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 1.2% 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 Morgan Stanley, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2024.