MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
29 hedge funds and large institutions have $8.49M invested in MFS High Yield Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
49% more capital invested
Capital invested by funds: $5.71M → $8.49M (+$2.78M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7% more funds holding
Funds holding: 27 → 29 (+2)
2.24% more ownership
Funds ownership: 3.9% → 6.14% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.52M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$596K |
| 3 |
LPL Financial
San Diego,
California
|
+$149K |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$71.5K |
| 5 |
IP
Intellectus Partners
San Francisco,
California
|
+$70.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$203K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$162K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$143K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$86.5K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $18K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $17K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $16K | +$9.47K | +1,999 | +133% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
NPC
31
National Planning Corporation
El Segundo,
California
| – | -$162K | -34,065 | Closed |
|
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$143K | -30,055 | Closed |
|
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$31K | -6,603 | Closed |
|
34
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$5K | -1,000 | Closed |
|
CMU Hedge Fund Activity: Q4 2017 in Review
29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2017, worth a combined $8.49M — up 49% from $5.71M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CMU positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $1.52M. The largest seller was Morgan Stanley, cutting an estimated $203K.
- 29 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2017, up from 27 in Q3 2017.
- Funds reported $8.49M of MFS High Yield Municipal Trust stock for Q4 2017, up 49% quarter-over-quarter.
- 6 funds opened new MFS High Yield Municipal Trust positions in Q4 2017 and 4 closed out, a net change of +2 holders.
- The largest MFS High Yield Municipal Trust buyer in Q4 2017 was UBS Group, an estimated $1.52M added.
- The largest MFS High Yield Municipal Trust seller in Q4 2017 was Morgan Stanley, an estimated $203K sold.
Based on aggregated 13F filings for Q4 2017.