CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

45 hedge funds and large institutions have $28.6M invested in MFS High Income Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.15M
2
AC
2
Almitas Capital
California
$1.08M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$925K
4
SCM
4
Saba Capital Management
New York
$5.68M
5
COLIM
5
City of London Investment Management
United Kingdom
$738K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$717K
2
Citadel Advisors
2
Citadel Advisors
Florida
$254K
3
ACM
3
Arlington Capital Management
Illinois
$0
4
VanEck Associates
4
VanEck Associates
New York
$652K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$5.68M 1,819,187 +278,981 +18%
Bank of America
2
Bank of America
North Carolina
$3.54M 1,134,006 +130,864 +13%
RCM
3
Rivernorth Capital Management
Florida
$3.15M 1,009,600 +423,982 +72%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.3M 737,335 +10,000 +1%
UBS Group
5
UBS Group
Switzerland
$2.2M 704,757 -13,848 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.09M 668,332 -24,177 -3%
LSC
7
Logan Stone Capital
Illinois
$1.32M 423,836 +10,711 +3%
AC
8
Almitas Capital
California
$1.08M 346,618 +346,618 New
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$925K 296,410 +296,410 New
COLIM
10
City of London Investment Management
United Kingdom
$738K 236,556 +236,556 New
SIA
11
Sit Investment Associates
Minnesota
$717K 229,734 -88,823 -28%
VanEck Associates
12
VanEck Associates
New York
$652K 208,966 -27,437 -12%
MWM
13
Melfa Wealth Management
Massachusetts
$413K 132,353 -3,444 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$360K 115,292 +14,425 +14%
Truist Financial
15
Truist Financial
North Carolina
$327K 104,959 +58 +0.1%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$325K 104,181 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$321K 103,010 +77,750 +308%
RJA
18
Raymond James & Associates
Florida
$319K 102,104 +16,846 +20%
API
19
Advisor Partners II
California
$300K 96,273 +96,273 New
Citadel Advisors
20
Citadel Advisors
Florida
$254K 81,265 -47,954 -37%
CIA
21
Capital Investment Advisors
Georgia
$200K 64,000 +10,500 +20%
HKAM
22
Horizon Kinetics Asset Management
New York
$191K 61,297 -557 -0.9%
Wells Fargo
23
Wells Fargo
California
$178K 56,913 -16,240 -22%
AW
24
Atlas Wealth
Ohio
$161K 51,628 +51,628 New
DWM
25
Drive Wealth Management
Utah
$128K 41,112 +2,500 +6%
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