CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

48 hedge funds and large institutions have $38.8M invested in MFS High Income Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$1.34M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.59M
3
SMH
3
Sanders Morris Harris
Texas
$338K
4
WAM
4
Wolverine Asset Management
Illinois
$336K
5
MC
5
Matisse Capital
Oregon
$265K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
VanEck Associates
3
VanEck Associates
New York
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$659K
5
Wells Fargo
5
Wells Fargo
California
$46.9K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$7.87M 2,167,021 +65,070 +3%
Bank of America
2
Bank of America
North Carolina
$4.3M 1,184,034 +37,728 +3%
RCM
3
Rivernorth Capital Management
Florida
$3.43M 945,301 -11,799 -1%
UBS Group
4
UBS Group
Switzerland
$2.89M 797,277 +57,451 +8%
AC
5
Almitas Capital
California
$2.78M 766,961 +21,042 +3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.59M 712,438 +120,232 +20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.51M 692,430 +4,339 +0.6%
LSC
8
Logan Stone Capital
Illinois
$1.94M 533,982 +45,594 +9%
SIA
9
Sit Investment Associates
Minnesota
$1.34M 369,588 +122,624 +50%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.33M 367,497 +3,233 +0.9%
Morgan Stanley
11
Morgan Stanley
New York
$1.23M 337,985 -291,915 -46%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$672K 185,100 +49,650 +37%
COLIM
13
City of London Investment Management
United Kingdom
$659K 181,653 -54,903 -23%
Truist Financial
14
Truist Financial
North Carolina
$527K 145,314 +97 +0.1%
MWM
15
Melfa Wealth Management
Massachusetts
$482K 132,893 +277 +0.2%
RJA
16
Raymond James & Associates
Florida
$424K 116,882 +3,549 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$407K 111,992 -2,300 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$378K 104,117 – –
SMH
19
Sanders Morris Harris
Texas
$338K 93,002 +93,002 New
WAM
20
Wolverine Asset Management
Illinois
$336K 92,440 +92,440 New
MC
21
Matisse Capital
Oregon
$265K 73,090 +73,090 New
CIA
22
Capital Investment Advisors
Georgia
$232K 64,000 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$165K 45,453 +6,600 +17%
Ameriprise
24
Ameriprise
Minnesota
$160K 44,000 +44,000 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$158K 43,431 -1,365 -3%
1
2 3