CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

48 hedge funds and large institutions have $38.4M invested in MFS High Income Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$2.65M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.29M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.1M
4
SCM
4
Saba Capital Management
New York
$7.46M
5
KAS
5
Kestra Advisory Services
Texas
$980K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RCM
2
Rivernorth Capital Management
Florida
$3.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.44M
4
AW
4
Atlas Wealth
Ohio
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$7.46M 2,101,951 +282,764 +16%
Bank of America
2
Bank of America
North Carolina
$4.07M 1,146,306 +12,300 +1%
RCM
3
Rivernorth Capital Management
Florida
$3.4M 957,100 -52,500 -5%
AC
4
Almitas Capital
California
$2.65M 745,919 +399,301 +115%
UBS Group
5
UBS Group
Switzerland
$2.63M 739,826 +35,069 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.44M 688,091 -49,244 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.24M 629,900 -38,432 -6%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.1M 592,206 +295,796 +100%
LSC
9
Logan Stone Capital
Illinois
$1.73M 488,388 +64,552 +15%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.29M 364,264 +364,264 New
KAS
11
Kestra Advisory Services
Texas
$980K 990 +990 New
SIA
12
Sit Investment Associates
Minnesota
$877K 246,964 +17,230 +7%
VanEck Associates
13
VanEck Associates
New York
$848K 238,902 +29,936 +14%
COLIM
14
City of London Investment Management
United Kingdom
$840K 236,556 – –
Truist Financial
15
Truist Financial
North Carolina
$516K 145,217 +40,258 +38%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$481K 135,450 +32,440 +31%
MWM
17
Melfa Wealth Management
Massachusetts
$471K 132,616 +263 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$406K 114,292 -1,000 -0.9%
RJA
19
Raymond James & Associates
Florida
$402K 113,333 +11,229 +11%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$370K 104,117 -64 -0.1%
CIA
21
Capital Investment Advisors
Georgia
$227K 64,000 – –
HKAM
22
Horizon Kinetics Asset Management
New York
$218K 61,297 – –
Wells Fargo
23
Wells Fargo
California
$202K 56,929 +16 +0%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$159K 44,796 +44,796 New
DWM
25
Drive Wealth Management
Utah
$149K 42,062 +950 +2%
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