MFS HIGH INCOME MUNICIPAL TRUST (CXE) — Institutional Holders, Q1 2026
60 institutional investment managers reported a CXE position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $47.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CXE in Q1 2026: what funds did
Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CITY OF LONDON INVESTMENT MANAGEMENT LTDAdded · +280,000 sh+$1.0M
- SIT INVESTMENT ASSOCIATESAdded · +139,777 sh+$518.6K
- PathstoneAdded · +123,835 sh+$459.4K
- Almitas CapitalAdded · +72,967 sh+$270.7K
- ROBINSON CAPITAL MANAGEMENTAdded · +64,788 sh+$240.4K
Biggest sellers
- Logan Stone CapitalTrimmed · -104,965 sh-$389.4K
- Saba Capital Management, L.P.Trimmed · -93,407 sh-$346.5K
- Thomas J. Herzfeld AdvisorsTrimmed · -78,253 sh-$290.3K
- WOLVERINE ASSET MANAGEMENTSold out · -52,053 sh-$193.1K
- UBS Group AGTrimmed · -38,218 sh-$141.8K
CXE 13F holders ranked 1–60 of 60
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | Almitas Capital#1 · 1,266,853 sh | 1,266,853 | $4.7M | — | +6.1% |
| 2 | UBS Group AG#2 · 1,196,892 sh | 1,196,892 | $4.4M | — | -3.1% |
| 3 | Saba Capital Management, L.P.#3 · 1,110,515 sh | 1,110,515 | $4.1M | — | -7.8% |
| 4 | BANK OF AMERICA#4 · 1,029,129 sh | 1,029,129 | $3.8M | — | +0.4% |
| 5 | Pathstone#5 · 999,681 sh | 999,681 | $3.7M | — | +14.1% |
| 6 | RIVERNORTH CAPITAL MANAGEMENT#6 · 922,762 sh | 922,762 | $3.4M | — | -2.3% |
| 7 | COMMONWEALTH EQUITY SERVICES#7 · 665,235 sh | 665,235 | $2.5M | — | 0.0% |
| 8 | ROBINSON CAPITAL MANAGEMENT#8 · 644,863 sh | 644,863 | $2.4M | — | +11.2% |
| 9 | SIT INVESTMENT ASSOCIATES#9 · 633,241 sh | 633,241 | $2.3M | — | +28.3% |
| 10 | Summit Financial#10 · 576,180 sh | 576,180 | $2.1M | — | -5.4% |
| 11 | WHITEBOX ADVISORS#11 · 512,763 sh | 512,763 | $1.9M | — | 0.0% |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#12 · 475,885 sh | 475,885 | $1.8M | — | +142.9% |
| 13 | Bulldog Investors, LLP#13 · 449,633 sh | 449,633 | $1.7M | — | 0.0% |
| 14 | MORGAN STANLEY#14 · 292,643 sh | 292,643 | $1.1M | — | +8.3% |
| 15 | Closed-End Fund Advisors#15 · 274,770 sh | 274,770 | $1.0M | — | +2.0% |
| 16 | MELFA WEALTH MANAGEMENT#16 · 165,470 sh | 165,470 | $613.9K | — | +0.1% |
| 17 | Cambridge Investment Research Advisors#17 · 108,795 sh | 108,795 | $404.0K | — | +1.4% |
| 18 | CAPTRUST FINANCIAL ADVISORS#18 · 104,117 sh | 104,117 | $386.3K | — | 0.0% |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT#19 · 103,096 sh | 103,096 | $382.5K | — | +2.3% |
| 20 | RIVERBRIDGE PARTNERS#20 · 101,715 sh | 101,715 | $377.4K | — | +17.9% |
| 21 | Thomas J. Herzfeld Advisors#21 · 88,443 sh | 88,443 | $328.1K | — | -46.9% |
| 22 | Catalina Capital Group#22 · 82,017 sh | 82,017 | $304.3K | 0.18% | +0.3% |
| 23 | Matisse Capital#23 · 73,090 sh | 73,090 | $271.2K | — | 0.0% |
| 24 | Noble Wealth Management PBC#24 · 72,340 sh | 72,340 | $268.4K | — | -34.0% |
| 25 | RAYMOND JAMES FINANCIAL#25 · 65,791 sh | 65,791 | $244.1K | — | -24.4% |
| 26 | Capital Investment Advisors#26 · 64,517 sh | 64,517 | $239.4K | — | 0.0% |
| 27 | TRUIST FINANCIAL#27 · 62,922 sh | 62,922 | $233.4K | — | -0.7% |
| 28 | Steward Partners Investment Advisory#28 · 56,409 sh | 56,409 | $209.3K | — | -35.8% |
| 29 | ENVESTNET ASSET MANAGEMENT#29 · 54,948 sh | 54,948 | $203.9K | — | -0.8% |
| 30 | NewEdge Advisors#30 · 201,166 sh | 201,166 | $201.2K | — | +20.9% |
| 31 | Logan Stone Capital#31 · 49,093 sh | 49,093 | $182.1K | — | -68.1% |
| 32 | Kestra Advisory Services#32 · 44,590 sh | 44,590 | $165.4K | — | New |
| 33 | Novak & Powell Financial Services#33 · 38,183 sh | 38,183 | $141.7K | — | +1.4% |
| 34 | ROYAL BANK OF CANADA#34 · 33,666 sh | 33,666 | $125.0K | — | +42.7% |
| 35 | Mariner#35 · 29,608 sh | 29,608 | $109.8K | — | +1.4% |
| 36 | STIFEL FINANCIAL#36 · 29,538 sh | 29,538 | $109.6K | — | 0.0% |
| 37 | EVOLVE PRIVATE WEALTH#37 · 24,282 sh | 24,282 | $90.1K | — | -2.5% |
| 38 | LPL Financial#38 · 23,293 sh | 23,293 | $86.4K | — | +40.2% |
| 39 | DAVIS R M#39 · 23,104 sh | 23,104 | $85.7K | — | -25.7% |
| 40 | HORIZON KINETICS ASSET MANAGEMENT#40 · 21,525 sh | 21,525 | $79.9K | — | -19.4% |
| 41 | BOKF, NA#41 · 20,143 sh | 20,143 | $74.7K | — | 0.0% |
| 42 | OSAIC#42 · 18,848 sh | 18,848 | $69.9K | — | 0.0% |
| 43 | Cetera Investment Advisers#43 · 18,079 sh | 18,079 | $67.1K | — | 0.0% |
| 44 | ACT Advisors#44 · 17,689 sh | 17,689 | $65.6K | — | 0.0% |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#45 · 16,872 sh | 16,872 | $62.6K | — | -61.6% |
| 46 | Mutual Advisors#46 · 16,496 sh | 16,496 | $61.2K | — | New |
| 47 | HighTower Advisors#47 · 15,244 sh | 15,244 | $56.6K | — | -38.4% |
| 48 | Farther Finance Advisors#48 · 15,000 sh | 15,000 | $55.4K | — | New |
| 49 | Patriot Financial Group Insurance Agency#49 · 14,390 sh | 14,390 | $53.4K | — | New |
| 50 | Collar Capital Management#50 · 14,000 sh | 14,000 | $51.9K | — | 0.0% |
| 51 | Allworth Financial#51 · 13,000 sh | 13,000 | $48.2K | — | 0.0% |
| 52 | WELLS FARGO & COMPANY#52 · 11,303 sh | 11,303 | $41.9K | — | -48.1% |
| 53 | ADAPT WEALTH ADVISORS#53 · 10,800 sh | 10,800 | $40.1K | — | New |
| 54 | Indivisible Partners#54 · 10,500 sh | 10,500 | $39.0K | — | 0.0% |
| 55 | Park Place Capital#55 · 10,262 sh | 10,262 | $38.1K | — | 0.0% |
| 56 | HRT FINANCIAL#56 · 10,412 sh | 10,412 | $38.0K | — | New |
| 57 | Mascoma Wealth Management#57 · 2,517 sh | 2,517 | $9.3K | — | 0.0% |
| 58 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#58 · 1,600 sh | 1,600 | $5.9K | — | -83.7% |
| 59 | HIGHLINE WEALTH PARTNERS#59 · 1,000 sh | 1,000 | $3.7K | — | 0.0% |
| 60 | SRS Capital Advisors#60 · 131 sh | 131 | $186.00 | — | +162.0% |
Funds that sold out of CXE in Q1 2026 (7)
Held CXE at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q4 2025 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT52,053 sh | 52,053 | $192.6K |
| PFG Investments34,700 sh | 34,700 | $128.4K |
| XTX Topco Ltd22,248 sh | 22,248 | $82.3K |
| JANE STREET GROUP22,191 sh | 22,191 | $82.1K |
| StoneX Group15,749 sh | 15,749 | $58.3K |
| GOLDMAN SACHS GROUP14,737 sh | 14,737 | $54.5K |
| THOMPSON SIEGEL & WALMSLEY12,623 sh | 12,623 | $47.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.