MFS HIGH INCOME MUNICIPAL TR (CXE) Top Institutional Shareholders
MFS HIGH INCOME MUNICIPAL TR (CXE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $44.93M in CXE holdings during the latest filing period.
Almitas Capital Llc is currently the largest disclosed institutional shareholder of CXE tracked by InsiderSet, reporting ownership valued at approximately $4.70M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.62M, representing an estimated loss of -1.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed CXE value among the investors covered in this analysis. Major shareholders include Almitas Capital Llc, Ubs Group Ag, Saba Capital Management, L.P., and several other long-term asset managers with concentrated positions in MFS HIGH INCOME MUNICIPAL TR (CXE).
This page ranks the largest institutional CXE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$44.93M
Largest Holder
Almitas Capital Llc
Largest Position
$4.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Almitas Capital Llc | 1.06% | 1,266,853 | $4,700,025 | $4,624,013 | -$76,012 | -1.62% | |
| Ubs Group Ag | 0.00% | 1,196,892 | $4,440,469 | $4,368,656 | -$71,813 | -1.62% | |
| Saba Capital Management, L.P. | 0.13% | 1,110,515 | $4,120,011 | $4,053,380 | -$66,631 | -1.62% | |
| Bank Of America Corp | 0.00% | 1,029,129 | $3,818,070 | $3,756,321 | -$61,749 | -1.62% | |
| Pathstone Holdings, Llc | 0.01% | 999,681 | $3,708,817 | $3,648,836 | -$59,981 | -1.62% | |
| Rivernorth Capital Management, Llc | 0.17% | 922,762 | $3,423,447 | $3,368,081 | -$55,366 | -1.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 665,235 | $2,468,020 | $2,428,108 | -$39,912 | -1.62% | |
| Robinson Capital Management, Llc | 1.07% | 644,863 | $2,385,993 | $2,353,750 | -$32,243 | -1.35% | |
| Summit Financial, Llc | 0.03% | 576,180 | $2,137,627 | $2,103,057 | -$34,570 | -1.62% | |
| Whitebox Advisors Llc | 0.03% | 512,763 | $1,902,351 | $1,871,585 | -$30,766 | -1.62% | |
| City Of London Investment Management Co Ltd | 0.13% | 475,885 | $1,765,533 | $1,736,980 | -$28,553 | -1.62% | |
| Bulldog Investors, Llp | 0.37% | 449,633 | $1,668,138 | $1,641,160 | -$26,978 | -1.62% | |
| Morgan Stanley | 0.00% | 292,643 | $1,085,706 | $1,068,147 | -$17,559 | -1.62% | |
| Closed-End Fund Advisors, Inc. | 1.04% | 274,770 | $1,019,397 | $1,002,911 | -$16,487 | -1.62% | |
| Melfa Wealth Management, Inc. | 0.35% | 165,470 | $613,894 | $603,966 | -$9,929 | -1.62% | |
| Captrust Financial Advisors | 0.00% | 104,117 | $386,274 | $380,027 | -$6,247 | -1.62% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 103,096 | $382,486 | $376,300 | -$6,186 | -1.62% | |
| Riverbridge Partners Llc | 0.01% | 101,715 | $377,364 | $371,260 | -$6,104 | -1.62% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.11% | 88,443 | $328,124 | $322,817 | -$5,307 | -1.62% | |
| Catalina Capital Group, Llc | 0.19% | 82,017 | $304,283 | $299,362 | -$4,921 | -1.62% | |
| Matisse Capital | 0.12% | 73,090 | $271,164 | $266,779 | -$4,386 | -1.62% | |
| Noble Wealth Management Pbc | 0.14% | 72,340 | $268,381 | $264,041 | -$4,340 | -1.62% | |
| Raymond James Financial Inc | 0.00% | 65,791 | $244,084 | $240,137 | -$3,947 | -1.62% | |
| Capital Investment Advisors, Llc | 0.00% | 64,517 | $239,358 | $235,487 | -$3,871 | -1.62% | |
| Truist Financial Corp | 0.00% | 62,922 | $233,441 | $229,665 | -$3,776 | -1.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 56,409 | $209,278 | $205,893 | -$3,385 | -1.62% | |
| Envestnet Asset Management Inc | 0.00% | 54,948 | $203,857 | $200,560 | -$3,297 | -1.62% | |
| Newedge Advisors, Llc | 0.01% | 201,166 | $201,166 | $734,256 | +$533,090 | +265.00% | |
| Logan Stone Capital, Llc | 0.05% | 49,093 | $182,135 | $179,189 | -$2,946 | -1.62% | |
| Kestra Advisory Services, Llc | 0.00% | 44,590 | $165,429 | $162,754 | -$2,676 | -1.62% | |
| Novak & Powell Financial Services, Inc. | 0.08% | 38,183 | $141,659 | $139,368 | -$2,291 | -1.62% | |
| Royal Bank Of Canada | 0.00% | 33,666 | $125,000 | $122,881 | -$2,119 | -1.70% | |
| Mariner, Llc | 0.00% | 29,608 | $109,847 | $108,069 | -$1,778 | -1.62% | |
| Stifel Financial Corp | 0.00% | 29,538 | $109,586 | $107,814 | -$1,772 | -1.62% | |
| Evolve Private Wealth, Llc | 0.00% | 24,282 | $90,086 | $88,629 | -$1,457 | -1.62% | |
| Lpl Financial Llc | 0.00% | 23,293 | $86,416 | $85,019 | -$1,397 | -1.62% | |
| Davis R M Inc | 0.00% | 23,104 | $85,716 | $84,330 | -$1,386 | -1.62% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 21,525 | $79,858 | $78,566 | -$1,292 | -1.62% | |
| Bokf, Na | 0.00% | 20,143 | $74,731 | $73,522 | -$1,209 | -1.62% | |
| Osaic Holdings, Inc. | 0.00% | 18,848 | $69,925 | $68,795 | -$1,130 | -1.62% | |
| Cetera Investment Advisers | 0.00% | 18,079 | $67,073 | $65,988 | -$1,085 | -1.62% | |
| Act Advisors, Llc. | 0.03% | 17,689 | $65,626 | $64,565 | -$1,061 | -1.62% | |
| Susquehanna International Group, Llp | 0.00% | 16,872 | $62,595 | $61,583 | -$1,012 | -1.62% | |
| Mutual Advisors, Llc | 0.00% | 16,496 | $61,200 | $60,210 | -$990 | -1.62% | |
| Hightower Advisors, Llc | 0.00% | 15,244 | $56,555 | $55,641 | -$914 | -1.62% | |
| Farther Finance Advisors, Llc | 0.00% | 15,000 | $55,425 | $54,750 | -$675 | -1.22% | |
| Patriot Financial Group Insurance Agency, Llc | 0.00% | 14,390 | $53,386 | $52,524 | -$863 | -1.62% | |
| Collar Capital Management, Llc | 0.03% | 14,000 | $51,940 | $51,100 | -$840 | -1.62% | |
| Allworth Financial Lp | 0.00% | 13,000 | $48,230 | $47,450 | -$780 | -1.62% | |
| Wells Fargo & Company/Mn | 0.00% | 11,303 | $41,934 | $41,256 | -$678 | -1.62% |
Frequently asked questions about CXE
Who owns the most CXE stock?
The largest holders of CXE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS HIGH INCOME MUNICIPAL TR (CXE).
Is CXE widely held by superinvestors?
Many widely followed stocks like CXE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CXE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.