CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

54 hedge funds and large institutions have $42.4M invested in MFS High Income Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$10.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$707K
3
WA
3
Whitebox Advisors
Minnesota
$394K
4
SIA
4
Sit Investment Associates
Minnesota
$1.62M
5
AW
5
Atlas Wealth
Ohio
$201K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$1.07M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$75.7K
3
AC
3
Almitas Capital
California
$2.68M
4
Bank of America
4
Bank of America
North Carolina
$4.24M
5
WAM
5
Wolverine Asset Management
Illinois
$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$189K -$154K -41,428 -45%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$188K +$27.3K +7,356 +17%
Ameriprise
28
Ameriprise
Minnesota
$163K – – –
NPFS
29
Novak & Powell Financial Services
Florida
$129K +$1.6K +432 +1%
LPL Financial
30
LPL Financial
California
$125K – – –
RMDI
31
R.M. Davis Inc
Maine
$115K +$115K +31,104 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$105K +$51.4K +13,861 +96%
HKAM
33
Horizon Kinetics Asset Management
New York
$102K -$11.1K -2,993 -10%
SW
34
Simplicity Wealth
New Jersey
$90.7K +$90.7K +24,451 New
DWM
35
Drive Wealth Management
Utah
$87K – – –
LCM
36
Landscape Capital Management
New Jersey
$80.9K -$46.8K -12,625 -37%
WFA
37
WMG Financial Advisors
Tennessee
$78.3K +$78.3K +21,100 New
Osaic Holdings
38
Osaic Holdings
Arizona
$75.7K -$340K -91,593 -82%
TC
39
TownSquare Capital
Utah
$75K – – –
Stifel Financial
40
Stifel Financial
Missouri
$55.9K -$7.63K -2,057 -12%
Mariner
41
Mariner
Kansas
$53.7K +$668 +180 +1%
Citadel Advisors
42
Citadel Advisors
Florida
$52.5K +$52.5K +14,146 New
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$48.2K – – –
Wells Fargo
44
Wells Fargo
California
$47.9K +$4 +1 +0%
RJT
45
Raymond James Trust
Florida
$43.9K -$753 -203 -2%
SA
46
Sanctuary Advisors
Indiana
$43.4K +$43.4K +12,375 New
PPC
47
Park Place Capital
Alabama
$38.1K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$37.3K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$35K -$3.25K -1,360 -8%
SPIA
50
Steward Partners Investment Advisory
New York
$25.7K +$11.9K +3,200 +86%
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