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CXE

MFS High Income Municipal Trust

Delisted

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

51 hedge funds and large institutions have $42.1M invested in MFS High Income Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.83% less ownership

Funds ownership: 38.15%37.32% (-0.83%)

2% less funds holding

Funds holding: 5251 (-1)

5% less capital invested

Capital invested by funds: $44.4M → $42.1M (-$2.28M)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$8.55M +$491K +138,837 +6%
AC
2
Almitas Capital
California
$3.95M +$200K +56,428 +5%
Bank of America
3
Bank of America
North Carolina
$3.61M -$513K -144,939 -13%
RCM
4
Rivernorth Capital Management
Florida
$3.38M
UBS Group
5
UBS Group
Switzerland
$2.56M +$439 +124 +0%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.42M +$17.7K +5,000 +0.7%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.17M -$292K -82,677 -12%
SIA
8
Sit Investment Associates
Minnesota
$2.16M -$72.7K -20,541 -3%
WA
9
Whitebox Advisors
Minnesota
$1.73M +$118K +33,258 +7%
SF
10
Summit Financial
New Jersey
$1.63M +$1.62M +456,700 New
BI
11
Bulldog Investors
New Jersey
$1.59M +$781K +220,646 +99%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$1.1M -$242K -68,334 -18%
Morgan Stanley
13
Morgan Stanley
New York
$931K +$35.4K +9,997 +4%
LSC
14
Logan Stone Capital
Illinois
$908K -$24.8K -7,000 -3%
COLIM
15
City of London Investment Management
United Kingdom
$701K
MWM
16
Melfa Wealth Management
Massachusetts
$539K +$534 +151 +0.1%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$435K +$98K +27,708 +30%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$373K -$1.53M -432,218 -81%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$373K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$365K +$1.58K +448 +0.4%
Truist Financial
21
Truist Financial
North Carolina
$319K -$224K -63,333 -42%
MC
22
Matisse Capital
Oregon
$262K
Raymond James Financial
23
Raymond James Financial
Florida
$242K -$12K -3,386 -5%
CIA
24
Capital Investment Advisors
Georgia
$237K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$178K

CXE Hedge Fund Activity: Q2 2025 in Review

51 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2025, worth a combined $42.1M — down 5.1% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $1.62M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.53M.

  • 51 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2025, down from 52 in Q1 2025.
  • Funds reported $42.1M of MFS High Income Municipal Trust stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q2 2025 was Summit Financial, an estimated $1.62M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2025.