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CXE

MFS High Income Municipal Trust

Delisted

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

57 hedge funds and large institutions have $43.4M invested in MFS High Income Municipal Trust in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

12% more funds holding

Funds holding: 5157 (+6)

3% more capital invested

Capital invested by funds: $42.1M → $43.4M (+$1.32M)

0.28% less ownership

Funds ownership: 37.32%37.04% (-0.28%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$8.25M -$606K -169,106 -7%
AC
2
Almitas Capital
California
$4.1M
Bank of America
3
Bank of America
North Carolina
$3.9M +$146K +40,753 +4%
RCM
4
Rivernorth Capital Management
Florida
$3.51M
UBS Group
5
UBS Group
Switzerland
$2.6M -$56.8K -15,845 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.48M -$43K -12,000 -2%
SIA
7
Sit Investment Associates
Minnesota
$2.24M
SF
8
Summit Financial
New Jersey
$1.88M +$170K +47,350 +10%
WA
9
Whitebox Advisors
Minnesota
$1.8M
BI
10
Bulldog Investors
New Jersey
$1.67M +$21.5K +6,002 +1%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$1.1M -$39.6K -11,062 -4%
Morgan Stanley
12
Morgan Stanley
New York
$994K +$26.1K +7,298 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$862K -$1.34M -374,678 -62%
COLIM
14
City of London Investment Management
United Kingdom
$729K
LSC
15
Logan Stone Capital
Illinois
$607K -$324K -90,452 -36%
MWM
16
Melfa Wealth Management
Massachusetts
$560K +$577 +161 +0.1%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$454K +$1.29K +361 +0.3%
NWMP
18
Noble Wealth Management PBC
Colorado
$430K +$414K +115,675 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$393K +$5.63K +1,571 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$387K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$375K -$4.3K -1,200 -1%
Truist Financial
22
Truist Financial
North Carolina
$350K +$18.2K +5,094 +6%
NA
23
NewEdge Advisors
Louisiana
$347K +$217K +60,480 +185%
SPIA
24
Steward Partners Investment Advisory
New York
$325K +$295K +82,393 +1,619%
RP
25
Riverbridge Partners
Minnesota
$322K +$310K +86,645 New

CXE Hedge Fund Activity: Q3 2025 in Review

57 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q3 2025, worth a combined $43.4M — up 3.1% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXE positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $310K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.34M.

  • 57 institutional investors held MFS High Income Municipal Trust (CXE) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $43.4M of MFS High Income Municipal Trust stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 9 funds opened new MFS High Income Municipal Trust positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest MFS High Income Municipal Trust buyer in Q3 2025 was Riverbridge Partners, an estimated $310K added.
  • The largest MFS High Income Municipal Trust seller in Q3 2025 was Hennion & Walsh Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2025.