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CXE

MFS High Income Municipal Trust
CXE

Delisted

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

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54 hedge funds and large institutions have $42.4M invested in MFS High Income Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

13% more funds holding

Funds holding: 48 → 54 (+6)

9% more capital invested

Capital invested by funds: $38.8M → $42.4M (+$3.57M)

2.32% more ownership

Funds ownership: 33.95% → 36.27% (+2.3%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$520K
3
WA
Whitebox Advisors
Minnesota
+$381K
4
SIA
Sit Investment Associates
Minnesota
+$243K
5
AW
Atlas Wealth
Ohio
+$193K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$878K
2
Osaic Holdings
Osaic Holdings
Arizona
-$329K
3
AC
Almitas Capital
California
-$159K
4
Bank of America
Bank of America
North Carolina
-$150K
5
WAM
Wolverine Asset Management
Illinois
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$10.4M +$2.26M +630,883 +29%
Bank of America
2
Bank of America
North Carolina
$4.24M -$150K -41,785 -4%
RCM
3
Rivernorth Capital Management
Florida
$3.5M -$2.47K -688 -0.1%
UBS Group
4
UBS Group
Switzerland
$3.01M +$52.2K +14,554 +2%
AC
5
Almitas Capital
California
$2.68M -$159K -44,408 -6%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.62M -$22.2K -6,191 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.57M +$3.59K +1,000 +0.1%
SIA
8
Sit Investment Associates
Minnesota
$1.62M +$243K +67,860 +18%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.37M +$1.88K +525 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$1.26M +$4.94K +1,377 +0.4%
LSC
11
Logan Stone Capital
Illinois
$1.07M -$878K -244,683 -46%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$781K +$91.5K +25,500 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$707K +$520K +145,000 +319%
COLIM
14
City of London Investment Management
United Kingdom
$674K – – –
Truist Financial
15
Truist Financial
North Carolina
$543K +$3.76K +1,047 +0.7%
MWM
16
Melfa Wealth Management
Massachusetts
$493K – – –
WA
17
Whitebox Advisors
Minnesota
$394K +$381K +106,150 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$386K – – –
SMH
19
Sanders Morris Harris
Texas
$345K – – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$343K +$186K +51,828 +128%
RJA
21
Raymond James & Associates
Florida
$325K -$105K -29,233 -25%
MC
22
Matisse Capital
Oregon
$271K – – –
CIA
23
Capital Investment Advisors
Georgia
$237K – – –
FPCP
24
Fort Point Capital Partners
California
$231K +$118K +32,847 +112%
AW
25
Atlas Wealth
Ohio
$201K +$193K +53,663 New
1
2 3

CXE Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2024, worth a combined $42.4M — up 9.2% from $38.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CXE positions and 0 closed out — a net gain of 7 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.26M. The largest seller was Logan Stone Capital, cutting an estimated $878K.

  • 54 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $42.4M of MFS High Income Municipal Trust stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 7 funds opened new MFS High Income Municipal Trust positions in Q2 2024 and 0 closed out, a net change of +7 holders.
  • The largest MFS High Income Municipal Trust buyer in Q2 2024 was Saba Capital Management, an estimated $2.26M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2024 was Logan Stone Capital, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2024.