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CXE

MFS High Income Municipal Trust

Delisted

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

52 hedge funds and large institutions have $44.4M invested in MFS High Income Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 36.96%38.15% (+1.2%)

4% more capital invested

Capital invested by funds: $42.9M → $44.4M (+$1.51M)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

4% less funds holding

Funds holding: 5452 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$8.3M +$2.61K +700 +0%
Bank of America
2
Bank of America
North Carolina
$4.26M -$407K -108,996 -9%
AC
3
Almitas Capital
California
$3.86M +$467K +125,165 +14%
RCM
4
Rivernorth Capital Management
Florida
$3.49M
UBS Group
5
UBS Group
Switzerland
$2.64M -$274K -73,384 -9%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.54M -$24.2K -6,481 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.48M -$56K -15,000 -2%
SIA
8
Sit Investment Associates
Minnesota
$2.3M +$9.7K +2,599 +0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.98M -$77.2K -20,700 -4%
WA
10
Whitebox Advisors
Minnesota
$1.66M +$824K +220,819 +96%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$1.4M +$74K +19,841 +6%
LSC
12
Logan Stone Capital
Illinois
$961K +$73.6K +19,724 +8%
Morgan Stanley
13
Morgan Stanley
New York
$922K -$4.63K -1,242 -0.5%
BI
14
Bulldog Investors
New Jersey
$823K +$832K +222,985 New
COLIM
15
City of London Investment Management
United Kingdom
$723K
Truist Financial
16
Truist Financial
North Carolina
$562K +$75.9K +20,335 +15%
MWM
17
Melfa Wealth Management
Massachusetts
$555K +$496 +133 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$543K -$32.2K -8,625 -6%
NWMP
19
Noble Wealth Management PBC
Colorado
$526K +$24.5K +6,560 +5%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$384K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$375K
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$346K +$66.6K +17,843 +23%
MC
23
Matisse Capital
Oregon
$270K
Raymond James Financial
24
Raymond James Financial
Florida
$262K -$60.7K -16,278 -19%
CIA
25
Capital Investment Advisors
Georgia
$244K -$3.73K -1,000 -1%

CXE Hedge Fund Activity: Q1 2025 in Review

52 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2025, worth a combined $44.4M — up 3.5% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CXE and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $832K. The largest seller was Bank of America, cutting an estimated $407K.

  • 52 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $44.4M of MFS High Income Municipal Trust stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 7 funds opened new MFS High Income Municipal Trust positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2025 was Bulldog Investors, an estimated $832K added.
  • The largest MFS High Income Municipal Trust seller in Q1 2025 was Bank of America, an estimated $407K sold.

Based on aggregated 13F filings for Q1 2025.