CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

48 hedge funds and large institutions have $46.3M invested in MFS High Income Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.44M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.39M
3
Bank of America
3
Bank of America
North Carolina
$4.83M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$237K
5
WAM
5
Wolverine Asset Management
Illinois
$316K

Top Sellers

1
FPCP
1
Fort Point Capital Partners
California
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$631K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$11.3M 2,821,296 +23,392 +0.8%
Bank of America
2
Bank of America
North Carolina
$4.83M 1,205,691 +63,442 +6%
RCM
3
Rivernorth Capital Management
Florida
$3.78M 944,613 – –
UBS Group
4
UBS Group
Switzerland
$3.26M 814,244 +2,413 +0.3%
AC
5
Almitas Capital
California
$2.89M 720,853 -1,700 -0.2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.81M 701,332 -4,915 -0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.78M 695,235 +1,805 +0.3%
SIA
8
Sit Investment Associates
Minnesota
$2.44M 608,798 +171,350 +39%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.43M 356,941 -11,081 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.39M 346,300 +135,700 +64%
Morgan Stanley
11
Morgan Stanley
New York
$1.16M 289,444 -49,918 -15%
LSC
12
Logan Stone Capital
Illinois
$1.09M 272,324 -16,975 -6%
COLIM
13
City of London Investment Management
United Kingdom
$785K 195,885 +14,232 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$631K 157,453 -33,000 -17%
Truist Financial
15
Truist Financial
North Carolina
$583K 145,670 -691 -0.5%
MWM
16
Melfa Wealth Management
Massachusetts
$532K 132,893 – –
WA
17
Whitebox Advisors
Minnesota
$467K 116,625 +10,475 +10%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$417K 104,117 – –
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$410K 102,493 +10,117 +11%
SMH
20
Sanders Morris Harris
Texas
$372K 93,002 – –
WAM
21
Wolverine Asset Management
Illinois
$316K 79,006 +27,994 +55%
RJA
22
Raymond James & Associates
Florida
$293K 73,205 -14,444 -16%
MC
23
Matisse Capital
Oregon
$293K 73,090 – –
CIA
24
Capital Investment Advisors
Georgia
$269K 67,126 +3,126 +5%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$237K 59,086 +59,086 New
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