CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

54 hedge funds and large institutions have $42.9M invested in MFS High Income Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.05M
2
AC
2
Almitas Capital
California
$3.39M
3
NWMP
3
Noble Wealth Management PBC
Colorado
$501K
4
WA
4
Whitebox Advisors
Minnesota
$844K
5
Raymond James Financial
5
Raymond James Financial
Florida
$321K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$8.27M
2
SMH
2
Sanders Morris Harris
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$925K
4
LSC
4
Logan Stone Capital
Illinois
$886K
5
UBS Group
5
UBS Group
Switzerland
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$8.27M 2,248,261 -573,035 -20%
Bank of America
2
Bank of America
North Carolina
$4.65M 1,262,545 +56,854 +5%
RCM
3
Rivernorth Capital Management
Florida
$3.48M 944,613 – –
AC
4
Almitas Capital
California
$3.39M 921,837 +200,984 +28%
UBS Group
5
UBS Group
Switzerland
$2.9M 789,124 -25,120 -3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.56M 695,489 -5,843 -0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.53M 687,235 -8,000 -1%
SIA
8
Sit Investment Associates
Minnesota
$2.28M 620,203 +11,405 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.05M 557,056 +210,756 +61%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$1.31M 354,378 -2,563 -0.7%
Morgan Stanley
11
Morgan Stanley
New York
$925K 251,237 -38,207 -13%
LSC
12
Logan Stone Capital
Illinois
$886K 240,840 -31,484 -12%
WA
13
Whitebox Advisors
Minnesota
$844K 229,223 +112,598 +97%
COLIM
14
City of London Investment Management
United Kingdom
$721K 195,885 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$574K 155,853 -1,600 -1%
MWM
16
Melfa Wealth Management
Massachusetts
$553K 150,188 +17,295 +13%
NWMP
17
Noble Wealth Management PBC
Colorado
$501K 136,025 +136,025 New
Truist Financial
18
Truist Financial
North Carolina
$486K 132,099 -13,571 -9%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$383K 104,117 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$374K 101,504 -989 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$321K 87,256 +87,256 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$280K 76,036 +16,950 +29%
MC
23
Matisse Capital
Oregon
$269K 73,090 – –
CIA
24
Capital Investment Advisors
Georgia
$247K 67,126 – –
WAM
25
Wolverine Asset Management
Illinois
$239K 64,815 -14,191 -18%
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