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CXE

MFS High Income Municipal Trust

Delisted

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

61 hedge funds and large institutions have $47.4M invested in MFS High Income Municipal Trust in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $43.4M → $47.4M (+$3.96M)

7% more funds holding

Funds holding: 5761 (+4)

3.59% more ownership

Funds ownership: 37.04%40.63% (+3.6%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.57M +$1.99M +535,091 +76%
SCM
2
Saba Capital Management
New York
$4.45M -$3.77M -1,014,770 -46%
AC
3
Almitas Capital
California
$4.42M +$336K +90,456 +8%
Bank of America
4
Bank of America
North Carolina
$3.79M -$91.3K -24,568 -2%
RCM
5
Rivernorth Capital Management
Florida
$3.5M
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$3.24M +$2.16M +581,023 +197%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.46M
SF
8
Summit Financial
New Jersey
$2.25M +$389K +104,750 +21%
RCM
9
Robinson Capital Management
Michigan
$2.15M +$2.16M +580,075 New
WA
10
Whitebox Advisors
Minnesota
$1.9M +$110K +29,463 +6%
SIA
11
Sit Investment Associates
Minnesota
$1.83M -$404K -108,797 -18%
BI
12
Bulldog Investors
New Jersey
$1.66M
Morgan Stanley
13
Morgan Stanley
New York
$1,000K +$10.8K +2,913 +1%
CEFA
14
Closed-End Fund Advisors
Virginia
$997K +$1M +269,342 New
COLIM
15
City of London Investment Management
United Kingdom
$725K
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$617K +$166K +44,748 +37%
NA
17
NewEdge Advisors
Louisiana
$616K +$272K +73,249 +79%
MWM
18
Melfa Wealth Management
Massachusetts
$612K +$54.5K +14,658 +10%
LSC
19
Logan Stone Capital
Illinois
$570K -$33.7K -9,054 -6%
NWMP
20
Noble Wealth Management PBC
Colorado
$406K -$22.3K -6,000 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$397K +$5.73K +1,541 +1%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$385K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$373K
SPIA
24
Steward Partners Investment Advisory
New York
$325K +$1.39K +375 +0.4%
Raymond James Financial
25
Raymond James Financial
Florida
$322K +$64.2K +17,259 +25%

CXE Hedge Fund Activity: Q4 2025 in Review

61 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q4 2025, worth a combined $47.4M — up 9.1% from $43.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CXE positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.16M. The largest seller was Saba Capital Management, cutting an estimated $3.77M.

  • 61 institutional investors held MFS High Income Municipal Trust (CXE) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $47.4M of MFS High Income Municipal Trust stock for Q4 2025, up 9.1% quarter-over-quarter.
  • 11 funds opened new MFS High Income Municipal Trust positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest MFS High Income Municipal Trust buyer in Q4 2025 was Pathstone Holdings, an estimated $2.16M added.
  • The largest MFS High Income Municipal Trust seller in Q4 2025 was Saba Capital Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2025.