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CXE

MFS High Income Municipal Trust

Delisted

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

54 hedge funds and large institutions have $42.9M invested in MFS High Income Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

13% more funds holding

Funds holding: 4854 (+6)

0.27% more ownership

Funds ownership: 36.69%36.96% (+0.27%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

7% less capital invested

Capital invested by funds: $46.3M → $42.9M (-$3.43M)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$8.27M -$2.19M -573,035 -20%
Bank of America
2
Bank of America
North Carolina
$4.65M +$218K +56,854 +5%
RCM
3
Rivernorth Capital Management
Florida
$3.48M
AC
4
Almitas Capital
California
$3.39M +$770K +200,984 +28%
UBS Group
5
UBS Group
Switzerland
$2.9M -$96.2K -25,120 -3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.56M -$22.4K -5,843 -0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.53M -$30.6K -8,000 -1%
SIA
8
Sit Investment Associates
Minnesota
$2.28M +$43.7K +11,405 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.05M +$807K +210,756 +61%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.31M -$9.82K -2,563 -0.7%
Morgan Stanley
11
Morgan Stanley
New York
$925K -$146K -38,207 -13%
LSC
12
Logan Stone Capital
Illinois
$886K -$121K -31,484 -12%
WA
13
Whitebox Advisors
Minnesota
$844K +$431K +112,598 +97%
COLIM
14
City of London Investment Management
United Kingdom
$721K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$574K -$6.13K -1,600 -1%
MWM
16
Melfa Wealth Management
Massachusetts
$553K +$66.2K +17,295 +13%
NWMP
17
Noble Wealth Management PBC
Colorado
$501K +$521K +136,025 New
Truist Financial
18
Truist Financial
North Carolina
$486K -$52K -13,571 -9%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$383K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$374K -$3.79K -989 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$321K +$334K +87,256 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$280K +$64.9K +16,950 +29%
MC
23
Matisse Capital
Oregon
$269K
CIA
24
Capital Investment Advisors
Georgia
$247K
WAM
25
Wolverine Asset Management
Illinois
$239K -$54.3K -14,191 -18%

CXE Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2024, worth a combined $42.9M — down 7.4% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXE positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $807K. The largest seller was Saba Capital Management, cutting an estimated $2.19M.

  • 54 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $42.9M of MFS High Income Municipal Trust stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q4 2024 and 1 closed out, a net change of +8 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $807K added.
  • The largest MFS High Income Municipal Trust seller in Q4 2024 was Saba Capital Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2024.