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.

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 Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.4M 2,797,904 +630,883 +29%
Bank of America
2
Bank of America
North Carolina
$4.24M 1,142,249 -41,785 -4%
RCM
3
Rivernorth Capital Management
Florida
$3.5M 944,613 -688 -0.1%
UBS Group
4
UBS Group
Switzerland
$3.01M 811,831 +14,554 +2%
AC
5
Almitas Capital
California
$2.68M 722,553 -44,408 -6%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.62M 706,247 -6,191 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.57M 693,430 +1,000 +0.1%
SIA
8
Sit Investment Associates
Minnesota
$1.62M 437,448 +67,860 +18%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.37M 368,022 +525 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$1.26M 339,362 +1,377 +0.4%
LSC
11
Logan Stone Capital
Illinois
$1.07M 289,299 -244,683 -46%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$781K 210,600 +25,500 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$707K 190,453 +145,000 +319%
COLIM
14
City of London Investment Management
United Kingdom
$674K 181,653 – –
Truist Financial
15
Truist Financial
North Carolina
$543K 146,361 +1,047 +0.7%
MWM
16
Melfa Wealth Management
Massachusetts
$493K 132,893 – –
WA
17
Whitebox Advisors
Minnesota
$394K 106,150 +106,150 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$386K 104,117 – –
SMH
19
Sanders Morris Harris
Texas
$345K 93,002 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$343K 92,376 +51,828 +128%
RJA
21
Raymond James & Associates
Florida
$325K 87,649 -29,233 -25%
MC
22
Matisse Capital
Oregon
$271K 73,090 – –
CIA
23
Capital Investment Advisors
Georgia
$237K 64,000 – –
FPCP
24
Fort Point Capital Partners
California
$231K 62,270 +32,847 +112%
AW
25
Atlas Wealth
Ohio
$201K 53,663 +53,663 New
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