MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
30 hedge funds and large institutions have $8M invested in MFS High Yield Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.56% less ownership
Funds ownership: 7.29% → 6.73% (-0.56%)
5% less capital invested
Capital invested by funds: $8.41M → $8M (-$403K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$282K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$272K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$232K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$81K |
| 5 |
HR
Hayden Royal
Charlotte,
North Carolina
|
+$64.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$726K |
| 2 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$394K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$319K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$81.3K |
| 5 |
IP
Intellectus Partners
San Francisco,
California
|
-$68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
26
Glassman Wealth Services
Vienna,
Virginia
| $21K | +$21.4K | +5,000 | New |
|
|
NFSG
27
Newbridge Financial Services Group
Boca Raton,
Florida
| $20K | +$20.4K | +4,768 | New |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | – | – | – |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
RCM
31
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$726K | -177,853 | Closed |
|
|
MWPCG
32
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$394K | -96,822 | Closed |
|
|
33
Invesco
Atlanta,
Georgia
| – | -$319K | -78,485 | Closed |
|
|
IP
34
Intellectus Partners
San Francisco,
California
| – | -$68K | -16,600 | Closed |
|
|
ACA
35
Ackerman Capital Advisors
Dallas,
Texas
| – | -$67K | -16,359 | Closed |
|
|
TJHA
36
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$55K | -12,637 | Closed |
|
|
LCM
37
Landscape Capital Management
Englewood,
New Jersey
| – | -$43K | -10,497 | Closed |
|
CMU Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2020, worth a combined $8M — down 4.8% from $8.41M a quarter earlier.
Fund positioning in CMU was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $282K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $726K sold.
- 30 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $8M of MFS High Yield Municipal Trust stock for Q3 2020, down 4.8% quarter-over-quarter.
- 7 funds opened new MFS High Yield Municipal Trust positions in Q3 2020 and 7 closed out, a net change of 0 holders.
- The largest MFS High Yield Municipal Trust buyer in Q3 2020 was Osaic Holdings, an estimated $282K added.
- The largest MFS High Yield Municipal Trust seller in Q3 2020 was Robinson Capital Management, an estimated $726K sold.
Based on aggregated 13F filings for Q3 2020.