MFS High Income Municipal Trust
CXE
CXE was delisted on the 5th of June, 2026.
48 hedge funds and large institutions have $46.3M invested in MFS High Income Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
9% more capital invested
Capital invested by funds: $42.4M → $46.3M (+$3.91M)
0.43% more ownership
Funds ownership: 36.27% → 36.69% (+0.43%)
11% less funds holding
Funds holding: 54 → 48 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$656K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$519K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$243K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$226K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$231K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$201K |
| 3 |
Morgan Stanley
New York
|
-$191K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$163K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$126K |
CXE Hedge Fund Activity: Q3 2024 in Review
48 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2024, worth a combined $46.3M — up 9.2% from $42.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CXE and 2 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $656K. The largest seller was Fort Point Capital Partners, exiting entirely with an estimated $231K sold.
- 48 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2024, down from 54 in Q2 2024.
- Funds reported $46.3M of MFS High Income Municipal Trust stock for Q3 2024, up 9.2% quarter-over-quarter.
- 2 funds opened new MFS High Income Municipal Trust positions in Q3 2024 and 8 closed out, a net change of -6 holders.
- The largest MFS High Income Municipal Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $656K added.
- The largest MFS High Income Municipal Trust seller in Q3 2024 was Fort Point Capital Partners, an estimated $231K sold.
Based on aggregated 13F filings for Q3 2024.