MFS High Income Municipal Trust
CXE
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.
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: 51 → 57 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$310K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$295K |
| 3 |
CCG
Catalina Capital Group
Torrance,
California
|
+$286K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$217K |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.34M |
| 2 |
SCM
Saba Capital Management
New York
|
-$606K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$324K |
| 4 |
NPFS
Novak & Powell Financial Services
St. Petersburg,
Florida
|
-$131K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$56.8K |
CXE Hedge Fund Activity: Q3 2025 in Review
57 of the 7,640 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.