CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

52 hedge funds and large institutions have $44.4M invested in MFS High Income Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$823K
2
WA
2
Whitebox Advisors
Minnesota
$1.66M
3
AC
3
Almitas Capital
California
$3.86M
4
QFPS
4
Quantum Financial Planning Services
Washington
$114K
5
CCG
5
Catalina Capital Group
California
$109K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.26M
2
UBS Group
2
UBS Group
Switzerland
$2.64M
3
Nomura Holdings
3
Nomura Holdings
Japan
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$190K -$49.4K -13,386 -21%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$183K +$6.05K +1,640 +3%
NPFS
28
Novak & Powell Financial Services
Florida
$133K +$1.69K +459 +1%
HKAM
29
Horizon Kinetics Asset Management
New York
$128K -$2.95K -800 -2%
RMDI
30
R.M. Davis Inc
Maine
$115K – – –
QFPS
31
Quantum Financial Planning Services
Washington
$114K +$114K +30,888 New
CCG
32
Catalina Capital Group
California
$109K +$109K +29,474 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$106K +$106K +28,674 New
LPL Financial
34
LPL Financial
California
$95.9K +$166 +45 +0.2%
NA
35
NewEdge Advisors
Louisiana
$83.8K +$83.8K +22,700 New
HighTower Advisors
36
HighTower Advisors
Illinois
$82.8K -$37.3K -10,102 -31%
CCM
37
Collar Capital Management
Wisconsin
$73.8K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$65.5K +$9.79K +2,654 +18%
TC
39
TownSquare Capital
Utah
$56.7K – – –
Stifel Financial
40
Stifel Financial
Missouri
$55.6K – – –
Mariner
41
Mariner
Kansas
$55.5K +$705 +191 +1%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$48K – – –
TSW
43
Thompson Siegel & Walmsley
Virginia
$47K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$46.2K -$15.1K -4,097 -25%
XT
45
XTX Topco
Cayman Islands
$43.2K +$43.2K +11,705 New
Wells Fargo
46
Wells Fargo
California
$40.3K -$4 -1 -0%
WFA
47
WMG Financial Advisors
Tennessee
$39.5K -$20.3K -5,500 -34%
PPC
48
Park Place Capital
Alabama
$37.9K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$18.8K – – –
IBOK
50
Independence Bank of Kentucky
Kentucky
$14.4K – – –
1
2
3