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CMU

MFS High Yield Municipal Trust

Delisted

CMU was delisted on the 5th of June, 2026.

45 hedge funds and large institutions have $45.5M invested in MFS High Yield Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

10% more funds holding

Funds holding: 4145 (+4)

3% more capital invested

Capital invested by funds: $44.3M → $45.5M (+$1.22M)

0.36% more ownership

Funds ownership: 49.49%49.85% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$71.6K
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$66.4K +$66.2K +18,540 New
HighTower Advisors
28
HighTower Advisors
Illinois
$62.2K +$62K +17,365 New
Fisher Asset Management
29
Fisher Asset Management
Washington
$60.3K +$60.1K +16,847 New
SPC
30
Spirepoint Private Client
Florida
$58.2K
Cohen & Steers
31
Cohen & Steers
New York
$54K
WAM
32
WealthTrust Asset Management
Florida
$50.9K +$50.8K +14,229 New
CEFA
33
Closed-End Fund Advisors
Virginia
$46.9K
IAIM
34
International Assets Investment Management
Florida
$46K +$214 +60 +0.5%
KAS
35
Kestra Advisory Services
Texas
$45.7K
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$42.4K -$6.61K -1,852 -14%
MFIM
37
Mesirow Financial Investment Management
Illinois
$42.4K +$578 +162 +1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$41.9K
Wells Fargo
39
Wells Fargo
California
$34.4K
HI
40
Harbour Investments
Wisconsin
$7.25K +$7.22K +2,024 New
IBOK
41
Independence Bank of Kentucky
Kentucky
$7.16K -$3.07K -860 -30%
RIL
42
Rothschild Investment LLC
Illinois
$5.5K
HWP
43
Highline Wealth Partners
California
$3.58K +$3.57K +1,000 New
MWM
44
Mascoma Wealth Management
New Hampshire
$3.02K
LFG
45
Larson Financial Group
Missouri
$2.95K +$2.94K +825 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
-$1.96M -558,611 Closed
SIA
47
Sit Investment Associates
Minnesota
-$166K -47,357 Closed
MA
48
Mutual Advisors
Nebraska
-$73.7K -20,998 Closed
NWMP
49
Noble Wealth Management PBC
Colorado
-$53K -15,100 Closed

CMU Hedge Fund Activity: Q1 2026 in Review

45 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2026, worth a combined $45.5M — up 2.8% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMU positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.16M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $1.96M sold.

  • 45 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $45.5M of MFS High Yield Municipal Trust stock for Q1 2026, up 2.8% quarter-over-quarter.
  • 8 funds opened new MFS High Yield Municipal Trust positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2026 was Rivernorth Capital Management, an estimated $1.16M added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2026.